CEPA Exclusive Courses Bundle

Elevate your impact and deepen your relationships with business owners by using a holistic planning mindset. The best-in-class Certified Exit Planning Advisors have a deeper understanding of the importance of aligning business, personal, and financial goals. Not only does it broaden the advisor’s perspective, but it also allows them to be a better collaborator and team builder, while working more efficiently with fellow advisors.

Get exclusive access to two newly released EPI Academy courses by leading EPI Faculty Members. Courses include:

·        Personal Planning Deep Dive: The Art of Initiating and Guiding the Process: Learn how to initiate and guide the personal planning conversation as part of a comprehensive exit strategy. This course outlines key components of a strong personal plan and how to effectively integrate it with business and financial planning.

·        Accelerating Value by Maximizing Intellectual Property (IP): Discover how intellectual property can be a major driver of business value. This course explores how to identify, protect, and monetize IP, helping you spot untapped opportunities and enhance the value of your clients’ companies. 

BONUS Course! Attract, engage, and land more business owner clients with this course by EPI President, Scott Snider:

·        Empowering Conversations with Business Owners: Elevate your advisory practice and master the art of impactful conversations with business owners. Learn to communicate effectively, understand their unique needs, and position yourself as a trusted advisor in the business owner landscape.

Format: EPI Academy

Style: Online/Self-paced