Professional advisors are constantly improving and expanding their skillsets. This is especially true for those in the exit planning industry. The exit planning industry encompasses a wide and unique variety of advisors with a common goal: to provide their business owner clients with a successful exit from their business and a thriving next act.
The Certified Exit Planning Advisor (CEPA®) credentialing program provides advisors with the knowledge to do just that. However, professional advisors would be wise to supplement their education with industry-specific programs to be their business-owner client's most trusted advisor.
What is EPI Academy?
EPI Academy is the Exit Planning Institute’s® (EPI) interactive online learning platform, designed to allow advisors to easily find the content and education they are looking for to enhance their practice and get the most return on their CEPA credentials.
These include recommended learning and professional development plans. EPI President Scott Snider says EPI Academy is “continued professional development in a convenient way. It provides advisors with a platform to build and advance their own practice by completing courses at their own pace online.”
CEPA Program Exam Prep
What is the secret to passing your Certified Exit Planning Advisor exam? It’s as simple as understanding what you need to know on exam day, and this course will help you discover that.
The comprehensive exam prep course strengthens and reinforces the core competencies required to pass the CEPA Exam. President of Exit Planning Institute, Scott Snider, breaks down the exam and shares insights, tips, and tricks to keep in mind during your study. He is joined by the creator of the Value Acceleration Methodology™, author of Walking to Destiny, and EPI Chairman Christopher Snider, for an interview of applying the exit planning concepts.
This three-module, on-demand, and interactive course helps CEPA exam candidates simplify their study approach and comprehend the overall body of knowledge.
- Module One: Simplifying The Methodology
- Module Two: Understanding The Curriculum
- Module Three: Applying The Concepts
Learn more and register here.
Business Owner Prospecting and Engagement
The Business Owner Prospecting and Engagement Series equips CEPAs with the insights and strategies necessary to attract, engage, and retain business-owner clients.
Grounded in industry research and practical application, this course helps advisors go beyond theory, transforming data into actionable strategies, conversations into commitments, and one-time engagements into long-term relationships. Through structured progression, participants will master the art of positioning themselves as indispensable advisors in the exit planning process.
This five-week course takes place several times a year. To find out the next cohort date, visit the course page here.
Empowering Conversations with Business Owners
This course shows advisors how to deploy empowering conversations, better engage clients, and change the standard business owner mindset.
Taught by EPI President Scott Snider, the course will teach attendees how to have successful conversations with business owners across generations. Advisors will also analyze the formula to trigger owner action with the Triggering Event deliverable, review the five key conversation starters, and define what creates an empowering conversation.
Learn more and register here.
CE Bundle
If you want to cover all your bases, consider the continuing education bundle, which offers a collection of seven EPI Academy courses, including The Triggering Event Workshop with EPI Chairman Christopher Snider, Empowering Conversations with Business Owners with EPI President Scott Snider, and more.
Learn more about the CE bundle below.
About the Exit Planning Institute
The Exit Planning Institute® (EPI) is the exit planning market leader, providing education, tools, resources, and the ecosystem to support professional advisors across the globe on all things Value Acceleration. EPI’s offerings include the Certified Exit Planning Advisor credential, the annual Exit Planning Summit, EPI Academy, an extensive Chapter Network, and more.
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