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.
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.