EPI Academy: Continuing Education Bundle

The Continuing Education Bundle is a collection of seven informative EPI Academy courses designed to provide professional business advisors with a one-stop-shop to get the education needed to be successful in the industry, and simultaneously help meet continuing education (CE) requirements for multiple credentials.

Immerse yourself in each course, enriched with real-world scenarios, practical case studies, and actionable insights that seamlessly enhance your exit planning and Value Acceleration knowledge.

Bundle includes the following courses:

Basics of Value Acceleration
The Triggering Event Workshop: Determining Enterprise Value
Empowering Conversations with Business Owners
Business Valuation Through the Value Acceleration Methodology
Tap Into Your Quiet Confidence and Unlock Engagement Potential
Implementing Value Acceleration as a Financial Advisor
Sell Your Business on Your Terms

Scroll to the Course Details sections below for more information on each course.

Platform: EPI Academy

Style: Online / Self-Paced

Price: $1,499

EPI Hours: 21

CPE Hours: 15

CFP® Hours: 15

Course Details

This course was created as an introduction to exit planning for both business owners and advisors. During this course, host and EPI President, Scott Snider, will take you through the Value Acceleration Methodology^™. Attendees complete the course with a baseline understanding of exit planning and how to help business owners plan for their exit effectively.

Available CE: EPI Hours: 3 | CPE Hours: 2.5 | CFP® Hours: 2.5

What’s your business worth in the open market? In this course, Exit Planning Institute CEO, Chris Snider, will take you through the business valuation process. Chris will break down the language, terminology, and numbers involved so that even those who are not certified professionals in the subject can understand what makes a business valuable.

Available CE: EPI Hours: 4 | CPE Hours: 3 | CFP® Hours: 3

What is an "empowering conversation?" When it comes to discussing exit planning with your clients, it's the catalyst for triggering owner action. This course shows you as an advisor how to deploy these conversations, better engage clients, and how to change the standard business owner mindset.

Available CE: EPI Hours: 3 | CPE Hours: 1.5 | CFP® Hours: 1.5

This course was created to take attendees through an exploration of business valuation as a continuum. Attendees complete the course with a better understanding of the different valuation solutions that can be used with clients, when to use certain tactics, how to choose the best partners for your team, and be a better partner yourself.

Available CE: EPI Hours: 2 | CPE Hours: 1 | CFP® Hours: 1

We all wish business advisory work was just about our technical ability. But today's client's require more, they require advisors with a quiet confidence. This course was created to take you through the process of attracting, engaging, and retaining clients by utilizing a new set of communication and counseling tools, instead of the standard technical ones.

Available CE: EPI Hours: 2 | CPE Hours: 2 | CFP® Hours: 2

As a financial advisor, you may be asking yourself how you can begin to incorporate the Value Acceleration Methodology^TM into what you do as a fiduciary for your clients, and your own practice. This course provides you the knowledge on how to do just that.

Available CE: EPI Hours: 3 | CPE Hours: 2 | CFP® Hours: 2

During this course, instructor Scott Bushkie brings over 20+ years of experience in the M&A industry to help business advisors through the process of properly preparing a business for transition, understanding the value drivers behind it, and ultimately leading your clients to a successful and fulfilling exit.

Available CE: EPI Hours: 4 | CPE Hours: 3 | CFP® Hours: 3