Organizations That Approve CEPA
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 35 organizations and institutions nationwide and continues to grow. 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 – C
- 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
- City National Bank
D – L
- Edward Jones
- Equitable Advisors
- Fifth Third Bank
- FINFRA (Recognized)
- FocusCFO
- Guardian Life
- Hightower Advisors
- IBBA and M&A Source (Recognized)
- Investments and Wealth Institute (Recognized)
- Janney
- J.P. Morgan Private Bank
- KeyBank
- Leading Edge Alliance (Recognized)
- Lincoln Financial Group
- LPL Financial
M – Z
- 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
- 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. Through the process of Exit Planning (the Value Acceleration Methodology), owners can build more valuable companies, have stronger financial plans, and align their personal goals.
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