Scottsdale, AZ | February, 2022

CEPA Program Overview: Scottsdale, AZ

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


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Want to learn more? Download CEPA Brochure 


Earn Your Credential & Continuing Education Credits

Participants who successfully complete the CEPA program and pass the closed book proctored exam receive the Certified Exit Planning Advisor (CEPA) credential and can earn up to 21 CPE Hours & 14.5 CFP® credits. All other Continuing Education Credits must be self-submitted.

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

-BNY Mellon Wealth Manager, CEPA


"This information is so valuable"


"Bridging the most important gap"

-UBS Financial Advisor, CEPA

"The most immediately applicable education experience"

-Commercial Banker, CEPA


Experience Top Learning Venues

Scottsdale Plaza Logo

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 February 2022 Scottsdale, AZ program is hosted at the luxurious Scottsdale Plaza Resort. This resort allows attendees to blur the line between business and leisure with five swimming pools, pampering spa treatments, local Southwestern cuisine, 40 acres of flowering gardens, and more to ensure your CEPA experience is rewarding intellectually and personally.


The Scottsdale Plaza Resort

Address: 7200 N Scottsdale Rd, Paradise Valley, AZ 85253

Phone: (480) 948-5000

Hotel Booking: Book on resort website

Recommended Airport: Phoenix Sky Harbor International Airport

Airport Distance from Resort: 20 min (15 miles)

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