CEPA Masterclass is a Virtual CEPA Experience


CEPA Masterclass is a Virtual CEPA Experience

The Certified Exit Planning Advisor Credential is perfect for advisors looking to positively impact their business. What used to be a five day in-person course has transitioned, due to health and safety concerns, to a comprehensive multilayered virtual experience. … read more

Happy Valentine’s Day… Now Let’s Talk About Divorce

According to Walking to Destiny, 50% of businesses fail because one of the Five D’s – Death, Disability, Distress, Disagreement, and you guessed it: Divorce. While divorce may not be the direct cause of your business failing, it does impact your business more than you think. … read more

The Bachelor: How to Find the Perfect Advisor For You

The hit television show The Bachelor has been a staple in the reality television dating game for 19 years come this March. While you might think that finding “love” on television is absolutely ridiculous, you cannot argue, that it is extremely entertaining to watch. Aside from the entertainment value, business owners can learn a thing… read more

Social Media Marketing for Business Advisors

Social media is the most effective way to reach new customers, engage with current customers, and share a behind the scenes look at your business. While social media might seem like a marketing tool for lifestyle brands and B2C businesses, financial advisors and business advisors can and should be utilizing social media in their marketing… read more

The Perks of Virtual Chapter Events

Currently all EPI Chapter Events are being held in a virtual environment due to COVID-19 and the majority of these events are free to attend. One of the perks of virtual events is that you can attend events for any chapter regardless of location.… read more

Welcome to New EPI Partner Firms

This past year the Exit Planning Institute community grew exponentially. With the addition of several new firms that approved the Certified Exit Planning Advisor (CEPA) credential, the designation remains the most approved credential in the field of exit planning in the world. … read more

CEPA Masterclass Testimonials

Our CEPA Masterclasses provide a virtual classroom experience that trains and certifies qualified professional advisors with the Certified Exit Planning Advisor (CEPA) designation in the field of exit planning.… read more

2021 New Year’s Resolutions

December 31st is the last day of 2020! What has been a whirlwind of a year will finally come to an end and hopefully we can look forward to only positive experiences in 2021.… read more