Ask a Certified Exit Planning Advisor (CEPA®)
Earning your Certified Exit Planning Advisor (CEPA®) credential is an important milestone, but for many advisors, the real learning begins when they apply the Value Acceleration Methodology™ (VAM) in their day-to-day practice.
That’s why the Exit Planning Institute® (EPI) is bringing together three CEPAs at different stages of their journey, one year, three years, and five-plus years, for a live “Ask Me Anything” webinar. This webinar will provide advisors with an understanding of the CEPA journey at different stages, practical ideas to activate the CEPA credential, and greater confidence in navigating common challenges.
This webinar is free to attend and will feature 2026 Exit Planner of the Year, Renee Russo, EPI Thought Leadership Council member Joe Strazzeri, and business coach Jon Chen, in an open conversation about what it looks like to activate the CEPA credential with business owners.
Why You Should Attend
The CEPA journey can look different for every advisor. This webinar will offer actionable ideas and an honest perspective to help advisors move forward with confidence as they consider the CEPA credential.
During the session, panelists will address questions like:
- Why did you pursue the CEPA credential?
- What changed after you earned your CEPA?
- What has been the return on investment of your credential?
These conversations can also help newer CEPAs navigate early challenges and give more experienced advisors a framework for continuing to grow their practices.
Just as important, attendees will leave with a better understanding of how VAM shows up in real-world situations and practical advice from CEPAs who have faced the same early questions and growing pains.
This webinar also offers one Value Acceleration Knowledge Hour for CEPAs. To keep your CEPA credential current, EPI requires 40 continuing education hours, including 20 Value Acceleration Knowledge Hours, over a three-year period.
Join the Conversation
This 60-minute webinar is a space for advisors to connect, ask questions, and gain a better understanding of what implementing your credential looks like.
This is your chance to hear directly from CEPAs who have been in your shoes and had the same questions you do. Join EPI for this live webinar if you’re interested in hearing how others have applied the credential in their own practices.
Register today to join the conversation and take away ideas you can implement into your own exit planning practice.
About the Certified Exit Planning Advisor Credential
A Certified Exit Planning Advisor (CEPA®) is a professional credential for advisors who wish to engage with business owner clients through the exit planning process using the Value Acceleration Methodology™. Through the CEPA credential, advisors can provide new offerings for clients and stand out from their non-CEPA peers, all while gaining access to education, resources, and a vast network of like-minded professionals.
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