Why Business Consultants Should be CEPAs

The Certified Exit Planning Advisor (CEPA) credential is for professional advisors who want to effectively engage more business owners.

Through the exit planning process, when utilizing the Value Acceleration Methodology, owners build more valuable companies, create stronger personal financial plans, and achieve personal goals.

The CEPA credential is a major business development opportunity for consultants. Thousands of already credentialed advisors are looking for strategic business consultants to help grow wealth in their owner’s companies. Join the vast network of CEPAs and grow your practice exponentially.

Value creation starts with you. Frame your process with the CEPA credential and grow your network.

The CEPA Credential will help you:

Differentiate yourself from the competition

Gain greater access to business owners

Become essential to a business owner’s advisory team

Have deeper and more holistic conversations with owners

Grow your referral network of professional advisors

Access hundreds of marketing and business development tools


Register Now

Want to learn more? Download CEPA Brochure | Download CEPA Agenda

“Inspired me to start a new business”

“Your class has inspired me to start a new business. Great stuff, the right stuff.

Michael J. Pence

First Vice President-Wealth Management | UBS Paradise Wealth Management Group

“Opened up new connections all over”

“I am fully embracing the CEPA certification into my practice. It has opened up new connections all over the United States. Thank you for the opportunity to become certified.”

Linda Ruffenach

Founder / Chief Strategist / Business Coach at Execuity LLC

“CEPA is a differentiator for me”

“I have worked to integrate different CEPA principles into my own company that have helped to move the needle internally. I have also worked to expand my network of professionals to team up with and refer with in the future. The CEPA is a differentiator for me in my area of practice, which has already opened up some new opportunities.”

Matthew R. Barrette

Senior Financial Consultant at Market Square Advisors

Approved for up to 21.5 CPE Hours & 14.5 CFP® Hours

CEPA Program Details

Participants who successfully complete the CEPA program, and pass the closed book proctored exam, receive the Certified Exit Planning Advisor ® (CEPA®) credential. The CEPA program also qualifies for continuing educational credits with professional associations such as CFP and NASBA (CPE).


After completion of the CEPA Program, you will have taken a critical step toward becoming the Advisor of the Future by earning your credential and becoming a member of the Exit Planning Institute.

Your membership with EPI will provide you with powerful member benefits, including the knowledge, tools, and skills you will need to deliver exemplary exit planning strategies, advice, and support for your clients.  Your purchase of the Certified Exit Planning Advisor program includes your first year of Credentialed Plus Membership dues. Explore your benefits by clicking below.

Registration Includes

  • 5-Day CEPA Credentialing Program experience
  • Program manual including presentations and exercises
  • Program study guide including module outlines and sample test questions
  • Pre-CEPA exam preparation sessions with CEPA faculty
  • Pre-CEPA onboarding session with Member Experience team
  • Faculty Q&A and networking sessions
  • CEPA examination fee
  • Beyond CEPA implementation session
  • 1-Year of Credential Plus Membership
  • 2 Books: Walking to Destiny & The $10 Trillion Opportunity

View Member BenefitsRegister NowDownload CEPA Brochure


Just Announced: Marketing For the Professional Advisor

EPI recently polled our community of advisors and business professionals to see what focus areas they were most interested in learning more about. The response was loud and clear: marketing and owner engagement.

We are proud to announce that we are launching the EPI Marketing for the Professional Advisor Masterclass on July 26th with RAYNE IX, an executive coaching and consulting company for small businesses and exit planning advisors. This new Marketing Masterclass is unlike any marketing education you have received and builds upon your CEPA education.

The EPI Marketing for the Professional Advisor Masterclass is an on-demand program that can be completed on your schedule and serves as an excellent complimentary piece to the education provided in the CEPA program. Build upon your CEPA foundation and strengthen your practice with advanced marketing education.



Learn More