San Diego, CA | October 18-21, 2021

CEPA Program Overview: San Diego, CA

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 | Download CEPA Agenda


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.

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

-BNY Mellon Wealth Manager, CEPA since 2016


"This information is so valuable"

-CPA, CEPA since 2021

"Bridging the most important gap"

-UBS Financial Advisor, CEPA since 2019

"The most immediately applicable education experience"

-Commercial Banker, CEPA since 2017


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 October 2021 San Diego 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  CEPA experience is rewarding intellectually and personally.


Estancia La Jolla Hotel & Spa

Address: 9700 N. Torrey Pines Rd., La Jolla, CA 92037

Phone: (855) 430-7503

Hotel Booking: Special group rate for CEPA attendees

Recommended Airport: San Diego International Airport (SAN)

Distance from Hotel: 23 min (15 miles)

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Earn Both the CEPA Credential & Continuing Education Hours

Earn CE Hours Now

Just Announced: Marketing For the Professional Advisor


EPI recently polled our community of advisors and business professionals to see what focus areas they were most interested in learning more about. The response was loud and clear: marketing and owner engagement.

We are proud to announce that we are launching the EPI Marketing for the Professional Advisor Masterclass on July 26th with RAYNE IX, an executive coaching and consulting company for small businesses and exit planning advisors. This new Marketing Masterclass is unlike any marketing education you have received and builds upon your CEPA education.

The EPI Marketing for the Professional Advisor Masterclass is an on-demand program that can be completed on your schedule and serves as an excellent complimentary piece to the education provided in the CEPA program. Build upon your CEPA foundation and strengthen your practice with advanced marketing education.



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