CERTIFIED EXIT PLANNING ADVISOR

CREDENTIALING PROGRAM

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

 

Register Now

Want to learn more? Download CEPA Brochure 

 

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)

Register Now

Earn Both the CEPA Credential & Continuing Education Hours

Earn CE Hours Now

Bundle With CEPA: Marketing For the Professional Advisor


 

Interested in learning long-term owner engagement strategies, proven marketing approaches for brand differentiation, intergenerational messaging tactics, and implementation planning models? Are you a professional advisor who works with business owners or a marketing and/or business development person responsible for winning new professional services clients? You’ve come to the right place.

Marketing for the Professional Advisor Masterclass Curriculum: The course addresses your specific needs and areas of interest, broken down into five major modules: Check out the module breakdown for this course.

No marketing experience is required. In fact, this course is designed for professional advisors looking to elevate their marketing and growth strategy. It’s the perfect support piece to help you immediately utilize the knowledge learned when earning the CEPA credential.

 

Bundle This Course With CEPA