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by Colleen Kowalski on February 24, 2021
The Certified Exit Planning Advisor Credential is perfect for advisors looking to positively impact their business. What used to be a five day in-person course has transitioned, due to health and safety concerns, to a comprehensive multilayered virtual experience. CEPA Masterclass provides a large community of advisors with the knowledge and tools they need to pass their CEPA exam and take the skills they learn into their advisory practice. Once in-person education is again safe to attend, we will offer both our virtual CEPA Masterclass and in-person EPI Executive Experience for advisors; providing an option for which path to choose.
Business owners all over the world need advisors like you who can help them identify value drivers and killers that are holding them back or sitting within reach today. They need professionals who know how to manage and lessen risk in the business and in their overall portfolio. Entrepreneurs want to create valuable, transferrable companies to achieve the financial, business, and personal goals they set out to accomplish when they began.
CEPA Masterclass incorporates a virtual classroom, self-study work, faculty meetups, and networking opportunities, into a five day immersive course. Scott Snider says, “During the Live Faculty Meetup and Networking portions, you can ask questions to the instructors and your peers, meet your fellow CEPA Candidates, and hear some very raw and real life stories from the field about how advisors or applying in their practice and with owners”.
Beyond the credential, EPI is your partner in exit planning bringing you the best content in the industry, ongoing advisor support, and resources you can leverage for owner education. your EPI membership will provide access to many member benefits, including a searchable knowledgebase, templated tools, and advanced skills you can leverage to deliver exemplary exit planning strategies, advice, and support for your clients. Whether you attend CEPA in the CEPA Masterclass or EPI Executive Experience program, your tuition includes one year of Credentialed Plus Membership benefits.
If you would like to learn more about becoming a Certified Exit Planning Advisor, let us know below!
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It’s CEPA Masterclass’s First Birthday!
To celebrate, we’re offering up to $600 OFF CEPA Masterclass when you sign up for Early Bird registration. You’ll also receive free access to the new Practice Launch Lite virtual workshop (an additional $300 value!)*
Just use promo code 1YEARMC at checkout
*This offer includes $100 off your CEPA Masterclass registration, and allows for up to $600 off when packaged with the standard $500 discount of Early Bird Registration. This offer cannot be combined with any other offer outside of standard Early Bird pricing. Access to Practice Launch Lite awarded after completion of CEPA course. Offer valid until 03/31/2021.
