LAWRENCE SIDNEY- Location: United States
- Website: https://www.macleanfinancialgroup.com/
- Phone: (775) 329-3041
- Email: larry@macleanfinancialgroup.com
- City: Reno
- State: NV
- Postal Code: 89502
- Designations: CEPA, Series 7, Series 66
CEPA Mastery Bundle
Earning the CEPA Credential is the first step in mastering exit planning. Save $1,800 when you bundle your CEPA program with the CEPA Exam Prep course and two additional EPI Academy programs: Implementing the 120-Day CEPA Playbook and Practice Launch Lite.
Package Includes:
Certified Exit Planning Advisor Credentialing Program + CEPA Exam Prep Course:
Through the CEPA credential, you will gain the knowledge needed to advance your exit planning practice, protect the value in your business, and engage more effectively with business owners.
The CEPA Exam Prep Course was developed to give you further opportunities for preparation specific to the CEPA Exam and to give you additional touchpoints live with your CEPA Faculty. This course is broken into three weekly sessions prior to the start of your CEPA program. These three sessions are in addition to the Pre-CEPA Onboarding Call that is offered to all attendees at no extra cost.
Implementing the 120-Day CEPA Playbook:
Implementing the 120-Day CEPA Playbook is an expansion of the playbook you receive in your post-CEPA training. Together with Scott Snider, President of the Exit Planning Institute, you will lay the foundation for implementing the training, tools, and knowledge into your practice.
Practice Launch Lite:
A virtual workshop with EPI leadership. Utilizing real-life consulting and exit planning firm, Aspire Management, to show advisors how to implement exit planning into their practices.
Implementing the CEPA Playbook
This three-module course is an expansion of the playbook and introductory call by the Exit Planning Institute that instructs advisors on the first 120-days post-CEPA program. Together with the creator of the playbook, President of EPI Scott Snider, the attendee will lay the foundation for implementing the training, tools, and knowledge into their practice as either a chargeable service, marketing strategy, or both.
- Platform: EPI Academy
- Style: Online / Self-Paced
CEPA Exam Prep Course
The CEPA Exam Prep Course is a recommended add-on course produced by the creators of the CEPA exam and is intended to fully prepare candidates to successfully pass their test with ease. Strengthen your knowledge of exit planning core concepts and expand your opportunities by receiving additional and exclusive insights from your CEPA faculty, along with your own study guide and sample test questions.
This course allows you to focus in on key areas prior to the start of your CEPA program and includes:
- Course walkthrough, core concepts to know, test tips, and Q&A.
- Both a physical and digital version of the CEPA Exam Prep Guide.
Already registered for CEPA, but still want to add on the Exam-Prep Course? Get it here.