CERTIFIED EXIT PLANNING ADVISOR

CREDENTIALING PROGRAM

 

Certified Exit Planning Advisor Program


 

The Certified Exit Planning Advisor (CEPA) Program is a five-day executive MBA-style program that trains and certifies qualified professional advisors in the field of exit planning. Developed and taught by a diverse team of over 15 nationally-recognized experts, the CEPA program offers attendees an innovative learning experience, performance-enhancing resources, and the strategic insights and tools to help them advance their practice in a transitioning marketplace.

“You want to have the best credentials in the industry.”

-Vincent Mastrovito, CEPA Class of 2017, 2019 Excellence in Exit Planning Honoree

How has the CEPA program benefited other professional advisors like you?  This top-rated professional development program has been described as “far superior to other programs” and “more than a glitzy marketing tool.”  As an education company dedicated to bringing you the best content and training in the industry, we strive to deliver an unmatched experience that will “supercharge your practice” and give you a competitive edge in a changing marketplace.  We invite you to join the CEPA community and experience the impact of our best-in-class education, thriving local, national, and global network, and ongoing practice support.

Exit planning is a core competency for advisors of the future.  If you work with business owners today, becoming a CEPA will benefit your practice regardless of your specialized discipline.  Register today.

 


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 the Value Acceleration Methodology origin story and case study now.

 

Download 'The Perfect Exit' Chapter


CEPA Membership Benefits


Exit planning reinvents the way you look at yourself as an advisor (whether you plan to add exit planning as a service or not).  After completion of the CEPA Program, you will have taken the critical step toward becoming the Advisor of the Future, transforming your relationships with every single business owner client.  From there, if you head down the path of becoming an exit planning Value Advisor, you will have the ability to oversee the development and implementation of the business owners Master Plan and act as the ‘quarterback’ or project manager of the advisory team, bringing in fellow professional advisors throughout the process.

Your membership with the Exit Planning Institute will provide you with powerful member benefits, available only through EPI, 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.

Download CEPA Benefits Brochure

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

Questions? Contact Us

Preparing for the Course


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 now qualifies for continuing educational credits with twelve major professional associations. This makes the CEPA program the most widely accepted and endorsed professional exit planning program in the world.

Applicant Criteria

To qualify for the CEPA® designation, you must meet the minimum professional and education experience required.

Professional Experience Requirement:
Five years or more, full-time or equivalent, experience working directly with business owners as a financial advisor, attorney, CPA, business broker, investment banker, commercial lender, valuation advisor, estate planner, insurance professional, business consultant or a similar professional capacity.

Education Requirement:
Bachelor’s degree or equivalent from a qualifying institution. Note: Applicants without a qualifying degree must submit additional professional work experience.

Unsure if you meet our criteria or have special circumstances? Please contact our Business Development Team.

Pre-Reading

Pre-Reading Materials:
Upon purchase, CEPA candidates will be shipped 2 books which must be read prior to arriving at the program: Walking to Destiny: 11 Actions an Owner Must Take to Rapidly Grow Value & Unlock Wealth, and The $10 Trillion Opportunity.

Learn more about our shipping policy.

Contact Jesse Hudson for additional details and candidate resources available.

Request Details

Registration Includes

  • CEPA Program Manual
  • CEPA Study Guide with review questions and practical applications
  • CEPA Certification Exam Fee
  • Three-Year Certification (upon successful completion of exam)
  • First Year of Credentialed Plus Membership Dues
  • 2 Books

Education That Delivers Results


The Exit Planning Institute is committed to providing transformational educational experiences. We work with experts to create immersive learning environments (face-to-face and in the cloud) to ensure that every attendee can prepare effectively before arriving on Day One, participate, collaborate and stay engaged during training, and thrive after passing the CEPA exam. We are proud to deliver the Certified Exit Planning Advisor® (CEPA) Credentialing Program in two ways: EPI Executive Experience™ ―hosted in world-class learning facilities and universities across the country― and EPI Masterclass™ ―live virtual broadcast simulation unlike any online certification you have experienced before. The Certified Exit Planning Advisor® (CEPA) credential is the most widely endorsed and accepted exit planning designation in the world. Ask yourself: How do I want to earn CEPA?

EPI Executive Education Logo

―National Face-to-Face Executive Education Experience―

Upcoming CEPA Locations:

*In-person events postponed until further notice*

EPI Masterclass Simplified

―Full-Scale Virtual Classroom Production for Optimized Learning―

 Learn More on Virtual CEPA Classes:

Download Masterclass Overview
CEPA IS A DIFFERENTIATOR FOR ME

CEPA IS A DIFFERENTIATOR FOR ME

-Matthew R. Barrette, CEPA, Wealth Manager, Market Square Advisors

AS A CPA, NOTHING IS MORE IMPORTANT THAN EXIT PLANNING.

AS A CPA, NOTHING IS MORE IMPORTANT THAN EXIT PLANNING.

-Bill Kenedy, CPA/ABV, CFF, CEPA, Partner at Lutz & Company PC

FAR SUPERIOR TO OTHER PROGRAMS

FAR SUPERIOR TO OTHER PROGRAMS

-Jan Graybill, CFP®, CLU, ChFC, CEPA, MSFS, CEO & Managing Partner of Legacy Planning Partners