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.Learn Methodology Meet the Faculty Explore Venue
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.
To qualify for the CEPA® designation, you must meet the minimum professional and education experience required.
Professional Experience Requirement:
Five years or more, full-time or equivalent, experience working directly with business owners as a financial advisor, attorney, CPA, business broker, investment banker, commercial lender, valuation advisor, estate planner, insurance professional, business consultant or a similar professional capacity.
Bachelor’s degree or equivalent from a qualifying institution. Note: Applicants without a qualifying degree must submit additional professional work experience.
“In a super-competitive industry, I believe it’s important to specialize and differentiate yourself from the competition.”
-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.