Get Your Program Approved for CE Credit Through EPI

Are you an educator, firm, or event organizer offering valuable content aligned with the CEPA® credential?
Submit your program for CE credit approval and help Certified Exit Planning Advisors (CEPAs) stay compliant, current, and competitive in the marketplace. By contributing to their professional development, you not only position your content in front of a specialized audience but also reinforce the standards of excellence upheld by the Exit Planning Institute. Approved programs are recognized as part of a high-impact educational ecosystem built around real-world application, value creation, and ongoing certification renewal.

Submission Requirements & Qualification Criteria

Program Application Requirements

To be eligible for CE approval, submitted programs must:

→ Meet EPI’s CE Credit Qualification Criteria
→ Cover an Accepted Continuing Education Topic (For the full list of accepted CE topics, review the full CE Approval Process document)
→ Be at least 50 minutes in duration
→ Offer 1 CE hour per 50 minutes (half-hour increments allowed after first hour)

Tip: Review the full CE Credit Approval Guide before applying. 

EPI recognizes qualifying educational programs that support CEPA development. Approved sessions count toward the 40-hour CE requirement every three years.

Application Fee & Review Process

Submission Fee: $99 per application (non-refundable)

Review Timeline: Applications will be reviewed within 5 business days

If your submission is denied, you’ll receive detailed feedback and the opportunity to revise. Please Note: Application fees are non-refundable.

Ready to Submit?

→ Review the CE Guide
→ Prepare your materials
→ Submit your application

Please complete the program application below. 

 

Option 5 (1)

Program Application for Continuing Education (CE) Credit

Complete this form to submit a program for pre-approval of CE credit through the Exit Planning Institute. Please note: Once you submit your continuing education (CE) hours, our team will review your submission within five (5) business days to ensure compliance with EPI’s requirements. 

Submission Specifications: 
A non-refundable application fee of $49 is required for each program submission. Payment must be received for review process to begin.  

Instructions for Completing the Program Information Section  
To submit your program for continuing education credit review, please complete the following fields with clear, detailed, and accurate information. All fields marked with an asterisk (*) are required for review.  

Program Information

If ongoing, list date of first launch
If applicable

Number of Continuing Education Hours Requested 
Calculate based on the length of educational content. One hour of CE credit is awarded per 50 minutes of instruction. 

The amount of CE credit you would like to receive for this program
List the full names, titles, and qualifications of all presenters.
Provide a concise summary of the program’s content, purpose, and intended audience.
List 3-5 learning objectives for this program.
Provide any relevant files that will help with the approval of the program.
Provide any relevant files that will help with the approval of the program.