Chicago, IL | May 16-19, 2022

CEPA Program Overview: Chicago, IL

The Certified Exit Planning Advisor (CEPA) credential is for professional advisors who want to effectively engage more business owners. Through the process of Exit Planning (the Value Acceleration Methodology), owners can build more valuable companies, have stronger personal financial plans, and align their personal goals. Earning CEPA doesn’t change your expertise, it enhances your ability to engage business owners and have value-added conversations around growth and exit.


Earning CEPA is for those that want to:

Differentiate yourself from the competition

Gain greater access to business owners

Become essential to a business owner’s advisory team

Have deeper and more holistic conversations with owners

Grow your referral network of professional advisors

Access hundreds of marketing and business development tools


Register Now

Want to learn more? Download CEPA Brochure 


“Attending the CEPA program and getting the credential has taken my practice to an entirely new level.”

-BNY Mellon Wealth Manager, CEPA


"CEPA is a differentiator for me"


"Bridging the most important gap"

-UBS Financial Advisor, CEPA

"The most immediately applicable education experience"

-Commercial Banker, CEPA


Experience Top Learning Venues

To ensure the best learning experience possible, Exit Planning Institute (EPI) hosts the in-person CEPA Executive program at premier learning centers with convenient high-quality hotel accommodations across North America. The May 2022 Chicago, IL program is hosted at the University of Chicago Booth School of Business’s Gleacher Center. Designed for learning and the exchange of ideas, and built to meet the demanding requirements of the top-ranked University of Chicago Booth School of Business, Gleacher Center offers an outstanding education environment.


Gleacher Center

Address: 450 Cityfront Plaza Dr, Chicago, IL 60611

Phone: (312) 464-8787

Recommended Hotel: Omni Chicago Hotel

Room Block Discount Deadline: Friday, April 15, 2022

Recommended Airports: Located roughly 30 minutes away from both O’Hare International Airport (ORD) and Chicago Midway International Airport (MDW)

Register Now