Exit Planning Institute


In response to the industry’s growing need for exit-planning-focused training, the Certified Exit Planning Advisor (CEPA®) credential has been approved/recognized by over 45 organizations and institutions nationwide. Exit Planning Institute (EPI) continues to collaborate with the professional advisory and business owner communities to ensure everyone on the team is prepared for the imminent transition of a business.

Don’t see your organization listed but wish it was? Reach out to our team to get the approval process started.

Organizations and Institutions that Approve CEPA®

A – D

  • Advisors Growing as a Community
  • AM&AA (Recognized)
  • America Small Business          Development Network
  • Ameriprise Financial
  • Bank of America (Private Bank/US Trust, Merrill Lynch)
  • BDO Alliance (Recognized)
  • BNY Mellon Wealth Management
  • Cambridge Investment Research, Inc.
  • Cetera
  • CFP Board (Recognized)
  • Charles Schwab
  • Chase Wealth Management Select Advisors
  • CIBC
  • City National Bank
  • D.A. Davidson Companies

E – K

  • Edward Jones
  • Edward Jones Canada
  • Emprise Bank
  • Equitable Advisors
  • Equitable Distributors
  • Fifth Third Bank
  • FINRA (Recognized)
  • FocusCFO
  • Guardian Life
  • Hightower Advisors
  • IBBA and M&A Source (Recognized)
  • Investments and Wealth Institute (Recognized)
  • IIROC (Recognized)
  • Janney
  • J.P. Morgan Advisors (JPMA)
  • KeyBank

L – Z

  • Leading Edge Alliance (Recognized)
  • Lincoln Financial Group
  • LPL Financial
  • MassMutual
  • Morgan Stanley
  • NASBA (Recognized)
  • Pacific Life
  • PNC Bank
  • Principal Funds Distributor, Inc.
  • Raymond James
  • Royal Bank of Canada
  • Securian Financial
  • Thrivent
  • Truist / BB&T Bank / SunTrust
  • UBS Financial Services
  • Voya Financial
  • Wells Fargo
  • Wilmington Trust

Certified Exit Planning Advisor Credentialing Program


The Certified Exit Planning Advisor (CEPA®) credential is for professional advisors who want to effectively engage more business owners and differentiate themselves as advisors. Through the process of exit planning and by applying the Value Acceleration Methodology, advisors can help their business owners build more valuable companies.