CEPA Registration

Learn About What’s Included With Registration

 

Programs and Pricing


 

ONLINE: JUN 21-25, 2021

Retail Price:

$2,900

Program at 85% Capacity!

(Last call for this month’s program)

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ONLINE: JUL 19-23, 2021

Retail Price: $2,900

$1,900

Summer Sale Pricing Ends Soon: 06/30/21

(Use code SUMMER at checkout)

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ONLINE: AUG 16-20, 2021

Retail Price: $2,900

$1,900

Summer Sale Pricing Ends Soon: 06/30/21

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ONLINE: SEP 20-24, 2021

Retail Price: $2,900

$1,900

Summer Sale Pricing Ends Soon: 06/30/21

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SAN DIEGO: OCT 18-21, 2021

Retail Price: $4,900

$4,000

Super Early Bird Pricing Ends: 08/31/21

(Use code SUPERCEPA at checkout)

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ONLINE: OCT 25-29, 2021

Retail Price: $2,900

$2,000

Super Early Bird Pricing Ends: 08/31/21

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ONLINE: NOV 15-19, 2021

Retail Price: $2,900

$2,000

Super Early Bird Pricing Ends: 09/30/21

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ONLINE: Flexible Date Option

Retail Price: $2,900

$2,000

Sign Up to Save – Pick Your Date Later

(Use code SUPERCEPA at checkout)

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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


Questions on if you qualify 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. 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