CEPA Registration

Learn About What’s Included With Registration

 

CEPA Premium Package


Save by bundling the Certified Exit Planning Advisor Credentialing Program with the Marketing for the Professional Advisor Masterclass.

Note: Early Bird Pricing no longer available for the SEP 20-24 program.

CEPA Online Masterclass Bundle

Retail Price: $3,675

Starting At: $2,450

(Bundle includes any upcoming online CEPA program + Marketing for the Professional Advisor Masterclass)

Next Early Bird Pricing Deadline: 09/30/21

Register Now
CEPA In-Person Executive Bundle

Retail Price: $5,675

Starting At: $4,450

(Bundle includes any upcoming in-person CEPA program + Marketing for the Professional Advisor Masterclass)

Next Early Bird Pricing Deadline: 09/30/21

Register Now
Upcoming 2021 Program Dates: SEP 20-24 |
OCT 25-29 | NOV 15-19
Upcoming 2021 Program Dates: OCT 18-21 (San Diego)

 

CEPA Basic


Only includes registration to the Certified Exit Planning Advisor Credentialing Program.

Note: Early Bird Pricing no longer available for the SEP 20-24 program.

CEPA Online Masterclass

Retail Price: $2,900

Starting At: $2,000

Next Early Bird Pricing Deadline: 09/30/21

Register Now
CEPA In-Person Executive

Retail Price: $4,900

Starting At: $4,000

Next Early Bird Pricing Deadline: 09/30/21

Register Now
Upcoming 2021 Program Dates: SEP 20-24 |
OCT 25-29 | NOV 15-19
Upcoming 2021 Program Dates: OCT 18-21 (San Diego)


CEPA Exam Prep Course


CEPA Exam Prep CourseThe CEPA Exam Prep Course is a live webinar series produced by the creators of the CEPA exam and is intended to fully prepare candidates to successfully pass their test with ease. Strengthen your knowledge of exit planning core concepts and expand your opportunities by receiving additional and exclusive touchpoints live with your CEPA faculty, along with your own study guide and sample test questions.

This course is broken into weekly sessions prior to the start of your CEPA program and includes:

  • 3 live sessions focused on course walkthrough, core concepts to know, test tips, and Q&A. (NOTE: These three sessions are in addition to the Pre-CEPA Onboarding Call that is offered to all attendees at no extra cost.)
  • Both a physical and digital version of the CEPA Exam Prep Guide.

 

 

Add this course to your CEPA registration for only $300 more!

Register For CEPA


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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).

Membership

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.

CEPAs holding the Credentialed Plus Membership gain access to exclusive content such as the CEPA Think Tank, Monthly Member Round Up, and much more throughout the EPI Member Center. Explore your benefits below.

Registration Includes

  • 5-Day CEPA Credentialing Program experience
  • Program manual including presentations and exercises
  • 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

CEPA Exam Prep Course Add On Includes

  • Program study guide including module outlines and sample test questions
  • Pre-CEPA exam preparation sessions with CEPA faculty

CEPA Value Acceleration Methodology


Introduced to the profession by EPI CEO, Christopher Snider, CEPA, the Value Acceleration Methodology™ is the process taught at the CEPA Program which integrates exit strategy into business, personal, and financial goals of the business owner. The process consists of three major components, referred to as the “three legs of the stool”: 1) Maximizing business value 2) Personal financial planning, and 3) Life after business planning. The process teaches that exit strategy is business strategy. It is about building, harvesting, and preserving family wealth for generations to come and integrating best in class business practices into daily operations. The Methodology focuses on enterprise value and is a revenue producing model for professional advisors as well as a common language for all parties from all specialties navigating the exit planning conversation.

Want to get ahead on your pre-reading?  Download Chapter 4 of Walking to Destiny
to learn the history and importance of the Value Acceleration Methodology™.

 

Download the 'Changing Your Paradigm' Chapter