- Location: United States
- Website: http://www.ubs.com
- Phone: (212) 821-7119
- Email: maryellen.frank@ubs.com
- State: AL
- Postal Code: 06851
- Designations: CEPA
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.