ORGANIZATIONS THAT APPROVE THE CEPA DESIGNATION
More than 50 professional organizations recognize the Certified Exit Planning Advisor (CEPA®) credential as the authority in exit planning.
NATIONALLY APPROVED EXIT PLANNING CREDENTIAL
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 50 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.
Not seeing your organization listed, but interested in having it included? Reach out to our team to start the approval process today.
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
- 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
- John Hancock Investment Management
- J.P. Morgan Advisors (JPMA)
- Kestra Financial LLC
- 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
- Valmark Advisers, Inc.
- Voya Financial
- Wells Fargo
- Wilmington Trust
THE CEPA DESIGNATION
The CEPA designation 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 significant companies.