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 40 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 – K

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

Learn More



Find the chapter closest to you

Marketing for the Professional Advisor

Marketing for the Professional Advisor

Build your brand and develop new business



Free online education from EPI