Exit Planning Institute

CEPA FAQs

Frequently Asked Questions

What is a CEPA?

Formally, CEPA is an acronym for Certified Exit Planning Advisor. Participants who successfully complete the this 5-day executive MBA style program, and pass the closed book proctored exam, receive the Certified Exit Planning Advisor credential.

In reality, A CEPA is a holistic business advisor that helps a business owner align their business, personal and financial goals while building transferable value into their company so that the owner is always prepared to capitalize on a transition of their company, planned or unplanned.

What are the first steps after registration?

After registering for the CEPA program, you will receive informational emails detailing your entire process. This includes how to schedule your exam, how to be prepared for day one, and how to access your online content materials.

Our Member Experience team will be available to help you every step of the way whenever questions arise.

I want to register, but am not sure what date works best for me yet.

If you want to sign up for CEPA now (and secure Super Early Bird pricing), but are not sure yet which program dates work best for you, we offer a flexible date option for registration.

This way, you can get our best pricing, get a head start on your pre-reading materials, and just let us know whenever you decided on a specific class for the year.

Does the CEPA program qualify for Continuing Education credits?

Continuing education qualifications for CEPA differs between the in-person Executive program and the online Masterclass program.

The online Masterclass program is approved for up to 21.5 CPE hours and 14.5 CFP® hours.

The in-person CEPA Executive program now qualifies for continuing educational credits with twelve major professional associations, making it the most widely accepted and endorsed professional exit planning program in the world.

  • ASA receive 18 CE Credit hours
  • CBA receive 32 CPE hours
  • CBI receive 10 CE Credit hours
  • CFP® receive 17 CE Credit hours
  • CIMA receive 29 CE Credit hours
  • CIMC receive 29 CE Credit hours
  • CM&AA receive 34 CPE hours
  • CPA receive 32.5 CPE hours
  • CPWA receive 29 CE Credit hours
  • CVA receive 32 CPE hours
  • MAFF receive 32 CPE hours
How long is the CEPA program?

CEPA program length differs between the in-person Executive program and the online Masterclass program.

CEPA Masterclass is a 5-day fully virtual educational experience. Designed to give you more flexibility by taking the class from your own home, of wherever else you choose!

CEPA Executive is a 4-day MBA style program that will allow you to experience the knowledge in-person and participate in sessions, group work, and networking with your piers.

Can I get reimbursed for CEPA through my firm?

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Is CEPA only for exiting business owners?

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How is the exam administered? What does it look like?

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What size business does exit planning work best for?

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What type of software is available to help with exit planning work?

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After becoming a CEPA, what are the next steps and ongoing commitment?

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