The Rise of Online Learning
See how Exit Planning Institute embraced online education, virtual credentialing programs, and expanded our course offerings this year. … read more
The Rise of Online Learning
EPI is Pleased to Welcome 167 New Advisors to the CEPA Community
EPI Masterclass | January Class of 2021: Join in congratulating and welcoming the 167 newest advisors to join the growing exit planning community!… read more
EPI is Pleased to Welcome 175 New Advisors to the CEPA Community
EPI Masterclass | November Class of 2020: Join in congratulating and welcoming the 175 newest advisors to join the growing exit planning community!… read more
EPI is Pleased to Welcome 160 New Advisors to the CEPA Community
EPI Masterclass | October Class of 2020: Join in congratulating and welcoming the 160 newest advisors to join the growing exit planning community!… read more
EPI is Pleased to Welcome 144 New Advisors to the CEPA Community
EPI Masterclass | August Class of 2020: Join in congratulating and welcoming the 144 newest advisors to join the growing exit planning community!… read more
EPI is Pleased to Welcome 102 New Advisors to the CEPA Community
EPI Masterclass | July Class of 2020: Join in congratulating and welcoming the 102 newest advisors to join the growing exit planning community!… read more
EPI is Pleased to Welcome 87 New Advisors to the CEPA Community
EPI Masterclass | June Class of 2020: Join in congratulating and welcoming the 88 newest advisors to join the growing exit planning community!… read more
Mid-Year Review State of the Institute Address
Over the past 60 days, the whole world has had to pivot, and in this broadcast EPI Vice President Scott Snider discussed the current market position of EPI, the future of CEPAs, forecasting for the rest of 2020 and our 3-year vision, and trends and topics for CEPAs. … read more
EPI is Pleased to Welcome 108 New Advisors to the CEPA Community
EPI Masterclass | May Class of 2020: Join in congratulating and welcoming the 108 newest advisors to join the growing exit planning community!… read more
EPI is Pleased to Welcome 189 New Advisors to the CEPA Community
EPI Masterclass | April Class of 2020: Join in congratulating and welcoming the 189 newest advisors to join the growing exit planning community!… read more
Team Roles: Which One Do You Play?
Since wrapping up our April EPI Masterclass, our team has been combing through feedback, responses, and questions so we can make the experience even better next time. One attendee of the EPI Masterclass asked the following question, “Can a CEPA business consultant be the quarterback?” Who is the Quarterback? In response to the attendee’s question,… read more
April EPI Masterclass: Reflections from Attendees
Understanding what our attendees find valuable (and what they do not) is crucial to EPI. The power of feedback and guidance provides gives us the right focus. As one of our core values, feedback helps us continue to uphold our brand promise: best content in the industry, ongoing support and advisor development, and provide a platform… read more