Certified Exit Planning Advisor Program


CEPA Program Overview: San Diego, CA

The Certified Exit Planning Advisor (CEPA) Program is a five-day executive MBA-style program that trains and certifies qualified professional advisors in the field of exit planning. Developed and taught by a diverse team of over 15 nationally-recognized experts, the CEPA program offers attendees an innovative learning experience, performance-enhancing resources, and the strategic insights and tools to help them advance their practice in a transitioning marketplace.

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The Most Accepted & Endorsed Exit Planning Program in the World

Participants who successfully complete the CEPA program and pass the closed book proctored exam receive the Certified Exit Planning Advisor (CEPA) credential and earn up to 34 continuing education credits with twelve major professional associations.

Unsure if you qualify for the CEPA designation? See Applicant Criteria Now.


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

-BNY Mellon Wealth Manager, CEPA since 2016


How has the CEPA program benefited other professional advisors like you?  This top-rated professional development program has been described as “far superior to other programs” and “more than a glitzy marketing tool.”  As an education company dedicated to bringing you the best content and training in the industry, we strive to deliver an unmatched experience that will “supercharge your practice” and give you a competitive edge in a changing marketplace.  We invite you to join the CEPA community and experience the impact of our best-in-class education, thriving local, national, and global network, and ongoing practice support.

Exit planning is a core competency for advisors of the future.  If you work with business owners today, becoming a CEPA will benefit your practice regardless of your specialized discipline.  Register today.

Earn Up to 34 Hours of Continuing Education Credits

Earn CE Credits Now

The Value Acceleration Methodology

Official ‘Exit Planning’ Definition: Exit planning combines the plan, concept, effort, and process into a clear, simple strategy to build a business that is transferable through strong human, structural, customer, and social capital. The future of the business owner, his/her family, and the business itself are addressed by exit planning through creating value today.

Exit planning is not just a plan. It is a strategy rooted in execution that grows value while expanding options so that an owner can transition the business on his/her terms when they are ready.  It aligns the business, personal, and financial needs of the owner. Certified Exit Planning Advisors (CEPA) are educated on how to create and communicate all of the exit options available to an owner.  Being versed in the Value Acceleration Methodology enables an advisor to enter an engagement with an exit-option-agnostic perspective as to truly serve the business owner’s diverse needs. During and post-program, CEPAs collaborate with a seasoned, multi-disciplinary team of professionals to support the success of the business owner and use each other’s specialties and expertise to the benefit of the project.  Want to get ahead on your pre-reading?  Download the Value Acceleration Methodology origin story and case study now.


Download 'The Perfect Exit' Chapter



Complete faculty lineup will be announced soon. Explore full faculty directory by clicking here.


Scott Snider

Scott Snider

Marketplace Trends

Link with Scott

Joe Strazzeri

Joe Strazzeri

Estate, Charity and Client Assessment

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Ken Haffey

Ken Haffey

Business Valuation

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Peter Christman

Peter Christman

Sponsor and Founder Speech

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The most immediately applicable education experience

The most immediately applicable education experience

-Commercial Banker, CEPA since 2017

Bridging the most important gap

Bridging the most important gap

-UBS Financial Advisor, CEPA since 2019

The expertise to achieve success for your clients

The expertise to achieve success for your clients

-M&A Advisor, CEPA since 2017


Experience Top Learning Venues

To ensure the best learning experience possible, Exit Planning Institute (EPI) hosts the five-day CEPA program at premier learning centers with convenient high-quality hotel accommodations across North America. The 2020 San Diego CEPA Program is hosted at the luxurious Estancia La Jolla Hotel & Spa’s Learning Theater.  Aside from offering attendees premier hospitality and accommodations, Estancia is a quick commute to nearby beaches, amenities, restaurants, and more to ensure your week at CEPA is rewarding intellectually and personally.


Estancia La Jolla Hotel & Spa

  • Address: 9700 N. Torrey Pines Rd., La Jolla, CA 92037
  • Phone: (855) 430-7503
  • Special Group Rate for CEPA Attendees: $269.00 / Standard Deluxe Room *Rate expires January 3


Room Rate


Recommended Airport: San Diego International Airport (SAN)

3225 N Harbor Dr., San Diego, CA 92101
Distance from Hotel: 23 min (15 miles)