Why Every Financial Advisor Should be a CEPA

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.

Eighty percent of an owner’s wealth is locked within their business. While you may have the opportunity to manage the 20% in liquid assets now, play the long game, be a strategic partner to your clients and help them achieve the potential they’ve worked so hard to earn.

Financial Advisors put clients on a fast track to liquidity by unlocking the wealth within an owner’s business, making you one of the most critical advisors on an owner’s succession planning team.

Create a lifelong relationship tapping into both short term and long term wins when you bring business exit planning to the conversation.

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

“Useful and engaging”

“CEPA Masterclass is by far the most useful and engaging content I’ve studied of any designation.”

Michael Sheppard

CFP®, CPFA, CEPA | 2nd Managing Partner at IronwoodDrive Financial Group

“Intuitive, concise, and helpful.”

“As a former institutional investor and equity research analyst, I found the Value Acceleration Methodology intuitive, concise, and helpful. It is a great distillation of value enhancers for almost any business. What I took the most out of though, was the team nature of providing services and how to best help on the personal side.”

Erin Niehause

CEPA, CFP® | Vice President, Private Banking JPMorgan

“If you want to work with business owners, the CEPA designation is essential”

“The CEPA designation is one of the most valuable and useful designations I have in working with business owners. It gave me a knowledge base, vocabulary and process to speak with any Business Owner with confidence. If you want to work with business owners, the CEPA designation is essential.”

Charles M. Jarrett

CFP®, CPWATM, CEPA, CIMA®, ChFC, CLU, CRPC® | Private Wealth Advisor at Merrill Lynch Private Bank & Investment Group Senior Vice President

“An instrumental tool I use when working with business owners”

“The CEPA program continues to be an instrumental tool I use when working with business owners. It has been an honor to educate as a faculty member and meet the new CEPA graduates. Our advisors continue to integrate the foundation of the Exit Planning Institute into our conversations with clients.”

Justin Goodbread

CFP®, CEPA®, CVGA® | CEO of Heritage Investors, Author, and Founder of FinanciallySimple.com

“CEPA gave me a better vocabulary to use with business owners”

“I have been doing exit planning since 2006 but did not call it Exit Planning at the time. CEPA gave me a better vocabulary to use with Business Owners to have more in-depth conversations. It also gave me a framework and process to talk through with Owners. My conversations went from messy to more succinct by going through the CEPA program.”

Andrew "Drew" McLaughlin

Financial Advisor at UBS Private Wealth Management

“The best exit planning designation out there”

This is the best exit planning designation out there. You get a great education through the class and you get continued support from the staff and the network that you get to know through the program.

Brett Spencer

MS, CFP, CEPA | Financial Advisor - Impact Financial

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


Bundle With CEPA: Marketing for the Professional Advisor Masterclass

Interested in learning long-term owner engagement strategies, proven marketing approaches for brand differentiation, intergenerational messaging tactics, and implementation planning models? Are you a professional advisor who works with business owners or a marketing and/or business development person responsible for winning new professional services clients? You’ve come to the right place.

Marketing for the Professional Advisor Masterclass Curriculum: The course addresses your specific needs and areas of interest, broken down into five major modules: Check out the module breakdown for this course.

No marketing experience is required. In fact, this course is designed for professional advisors looking to elevate their marketing and growth strategy. It’s the perfect support piece to help you immediately utilize the knowledge learned when earning the CEPA credential.


Bundle This Course With CEPA