CEPA Referrals

Growing the Community, Sharing the Value


One of your colleagues, coworkers, or good friends thinks that earning the Certified Exit Planning Advisor (CEPA) credential would be of value to you.

The CEPA credential is for professional advisors who are looking to grow their network, differentiate themselves from the competition, and better engage business owners through value-added conversations around growth and exit.

Exit planning can’t be done alone. Help grow the CEPA community and become a key part of your client’s most valued team.

Course Details:

How Do I Get Credentialed?

Now offered two ways, the CEPA credentialing program is designed to efficiently drive you through a one-week,16 module format. CEPA candidates can choose from either a four-day in-person program or a five-day virtual Masterclass. Attendees who complete the program and pass the proctored exam will earn the CEPA credential.

What Support is Offered?

Through the CEPA credentialing program, EPI offers professional advisors an innovative learning experience, along with the resources and tools needed to support their exit planning initiatives.

After earning the credential, CEPAs gain continued support from EPI through exclusive member benefits and content.

The Value of Referrals

The exit planning community is stronger when we work together. If we all have the same goal and use similar language with clients, we can instrumentally improve the value in their businesses. If every member of an owner’s exit planning team has earned their CEPA credential, this preferred situation becomes reality. Referrals help expand your network of exit planning professionals and place an owner’s entire team on the same page.



“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

“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

“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

CEPA, CFP®, CVGA | President of WealthSource

“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