The Certified Exit Planning Advisor (CEPA®) Designation program educates on essential Value Acceleration knowledge and skills, while setting you apart from your peers in the space. The CEPA All-Access Bundle not only provides you the stepping stones to prepare for the your journey into Value Acceleration, but also equips you with the tools and language to pursue purposeful growth in your new role.  

This Bundle Includes:  

Certified Exit Planning Advisor (CEPA) Credentialing Program: This program equips you with an in-depth understanding of every facet of business transitions, positioning you as a recognized authority in the field. During the virtual, five-day CEPA Credentialing Program, you will learn comprehensive exit planning strategies and processes guided by accomplished industry experts. This program empowers you to acquire essential skills and advanced techniques, enabling you to help your business owner clients with value enhancement and exit planning endeavors.  

Exam Prep: Your roadmap to success in the CEPA certification exam. Tailored specifically for mastery, this course hones your understanding of key concepts, sharpens your analytical skills, and ensures you're fully prepared to ace the exam. 

Two-Year Full Access to All EPI Academy Courses: Upon completing the CEPA Credentialing Program, for two years, you will receive access to the full array of EPI Academy courses released through 2025, ranging from a variety of deep dive topics that will help you strengthen your knowledge on all things exit planning.  

CEPA Plaque: Celebrate your new designation with pride using our signature plaque. Featuring a sleek black finish and a solid brass engraving, this 9” x 12” plaque highlights your CEPA designation with professionalism and sophistication, and can be proudly displayed at home or in the office. 

Live Beyond CEPA Webinar with Scott Snider: Join the Live Beyond CEPA Webinar hosted by Exit Planning Institute President Scott Snider to explore the next steps in your CEPA journey and learn directly from Scott how to best utilize your new designation.  

Why Choose the CEPA All-Access Bundle? 

Best-in-Class Distinction: Become a best-in-class advisor for your clients with this designation, with the backing of over 40 organizations and institutions worldwide. 

Professional Development: Ongoing opportunities for education enable you to maintain core concepts taught in the program and also expand your exit planning acumen.  

New Opportunities: Market yourself to new clients with your new designation, allowing you to stand out from your peers in a new and valuable way.