CEPA MEMBER BENEFITS
Discover all of the tools and information at your disposal through earning your CEPA® credential.
CERTIFIED EXIT PLANNING ADVISOR BENEFITS
The Certified Exit Planning Advisor (CEPA®) is more than just a designation; it is a solution. CEPAs learn to apply the Value Acceleration Methodology™ and guide business owners and their families in aligning personal, financial, and business goals. Credentialed Membership is exclusively available to professional advisors who have obtained the CEPA designation. For CEPAs wishing to broaden their educational opportunities beyond Credentialed membership, Credentialed Plus offers many resources to enhance exit planning knowledge.
Credentialed Plus provides resources to keep you connected with the EPI community, enables you to market your skills, and empowers you to enhance your exit planning expertise.
At $995 Annually, With Credentialed Plus You Will Have Access To:
- Every Benefit from the Credentialed Membership
- The CEPA Designation
- The New Beyond CEPA
- Implementation Plan
- EPI and CEPA Logos For Personal Branding
- EPI Content Portal, Which Includes
- Marketing and Business
- Development Tools
- Access To CEPA Think Tank Events
- Professional Development Resources
- Monthly Member Round-Up Emails
A PREVIEW OF CREDENTIALED PLUS MEMBERS' EXCLUSIVE BENEFITS:
CONTENT PORTAL
CONTENT PORTAL
This portal offers numerous marketing and owner engagement resources, including self-assessment tools to highlight owners' value and case studies for educational insights.
PROFESSIONAL DEVELOPMENT
PROFESSIONAL DEVELOPMENT
This portal offers self-guided professional development experiences to boost exit planning knowledge, exploring experiences in Value Acceleration, Financial Planning, and more.
MONTHLY MEMBER ROUND UP
MONTHLY MEMBER ROUND UP
The EPI Member Experience Team spotlights up to three CEPAs and selects top content and events from the exit planning ecosystem and EPI Community.
CEPA THINK TANK NETWORKING GROUPS
CEPA THINK TANK NETWORKING GROUPS
These bi-weekly virtual networking groups offer CEPAs live discussions with experts and peers on deep dive topics. Each session provides 1 hour of CEPA Continuing Education Credit.
WANT TO ACHIEVE THE BEST OUTCOMES FOR YOUR BUSINESS OWNER CLIENTS?
Earn your CEPA designation today and take advantage of our Credentialed Membership.
At $395 Annually, With Credentialed Membership You Will Have Access To:
- The CEPA Credential
- Access to EPI and CEPA Logos for Personal Branding
- Knowledge of the Value Acceleration Methodology
- Access to the EPI Member Center
- CEPA Think Tanks
