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WHY CEPA?

 

Join more than 8,000 advisors who have achieved their Certified Exit Planning Advisor (CEPA®) designation and the learned the Value Acceleration Methodology™. This transformative approach empowers them to uncover and address risks within a business, cultivate substantial value ahead of a potential transition, and align the owner’s business, personal, and financial goals for maximum impact. 

Stand Out from the Competition
Differentiate yourself from your competitors by holistically managing an owner’s business and personal goals. 

Provide Extraordinary Value 
Build significant value within an owner's business by implementing the Value Acceleration Methodology. 

Attract New Clients 
Connect with your next referral source and build your client base through the extensive CEPA network. 

 

Download the CEPA Brochure!

NATIONALLY APPROVED EXIT PLANNING DESIGNATION

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WHAT YOU'LL GET WITH THE CEPA PROGRAM

Continuing Education Credits: The CEPA program is approved for up to 18 CPE hours and 14 CFP® hours.
BeyondCEPA
CEPA Program
CredPLus
PreCEPA

Beyond CEPA:

CEPA Program:

One Year of Credentialed Plus:

Pre-CEPA Onboarding Session:

The program provides CEPAs with a professional development growth path within the Exit Planning Institute community. This pathway empowers CEPAs through key milestones, including role definition, strategy formulation, and more. 

 

This five-day online training program walks you through the Value Acceleration Methodology taught by industry experts and Exit Planning Institute Faculty. Everyday ends with live faculty meet-ups to discuss the modules, get to know fellow advisors, and prepare for the free CEPA exam.

 

Register for CEPA and receive one full year of Credentialed Plus Membership. This includes access to various marketing and informational tools like professional development opportunities, a content portal, CEPA ThinkTanks, networking groups, and more. 

Join a member of Exit Planning Institute's Member Experience Team for a call before your first CEPA course to walk through your Member Center, preparation items, week-of logistics, exam prep, and more to empower you for a successful CEPA week program.

 

You will also receive: Program Manual Including Presentations and Exercises, Faculty Q&A and Networking Sessions, CEPA Examination Fee, and a copy of Walking to Destiny: 11 Actions and Owner MUST Take to Rapidly Grow Value & Unlock Wealth.

ADVISORS WHO HAVE TRANSFORMED THEIR PRACTICE

"I have worked to integrate different CEPA principles into my own company that have helped to move the needle internally. I have also worked to expand my network of professionals to team up with and refer with in the future. The CEPA is a differentiator for me in my area of practice, which has already opened up some new opportunities."
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Matthew R. Barrette

Senior Financial Consultant at Market Square Advisors

"An instrumental tool I use when working with business owners."
The CEPA program continues to be an instrumental tool I use when working with business owners. It has been an honor to educate as a faculty member and meet the new CEPA graduates. Our advisors continue to integrate the foundation of the Exit Planning Institute into our conversations with clients.
justin-goodbread
Justin Goodbread

CFP®, CEPA®, CVGA®
CSO of WealthSource Partners, LLC.

"Intuitive, concise, and helpful."
As a former institutional investor and equity research analyst, I found the Value Acceleration Methodology intuitive, concise, and helpful. It is a great distillation of value enhancers for almost any business. What I took the most out of though, was the team nature of providing services and how to best help on the personal side.
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Erin Niehause

CEPA®, CFP®
Vice President, Private Banking JPMorgan

"Useful and engaging"
The CEPA credentialing program is by far the most useful and engaging content I’ve studied of any credential.
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Michael Sheppard

CFP®, CPFA, CEPA®
Group Vice President at Thrivent

"CEPA gave me a better vocabulary to use with business owners"
I have been doing exit planning since 2006 but did not call it Exit Planning at the time. CEPA gave me a better vocabulary to use with Business Owners to have more in-depth conversations. It also gave me a framework and process to talk through with Owners. My conversations went from messy to more succinct by going through the CEPA program.
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Andrew "Drew" McLaughlin

Financial Advisor at UBS Private Wealth Management

TOP REASONS FOR EARNING CEPA

33.3 %

Expanding Their Expertise

29.3 %

Enhancing Client Engagements

29.3 %

Professional Growth

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