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Invest in Your Growth During the Exit Planning Institute’s 2026 Season of Deals

by Rob DiFranco on October 1, 2026

Invest in Your Growth During the Exit Planning Institute’s 2026 Season of Deals

Make 2026 the year you invest in your future as an advisor with the Exit Planning Institute®’s (EPI) Season of Deals.

Whether you are an advisor looking to become a Value Acceleration expert, or a current Certified Exit Planning Advisor (CEPA®), our 2026 bundles can turn your goals into lasting results for you and your business-owner clients.

Exit Planning Advisor Bundles

Expand your advisory practice by becoming a Certified Exit Planning Advisor. Through the Exit Planning Institute’s week-long course, learn how to create value for business owners and build significant companies and outcomes for your clients.

Get the best deals of the year on the CEPA certification during EPI’s 2026 Season of Deals and start your Value Acceleration journey.

CEPA All-Access Bundle

This premium offering gives advisors everything they need to make the most out of their CEPA credential within their first year. In addition to access to the CEPA program, learn from the top minds in exit planning with full access to EPI’s online learning platform, EPI Academy, for two years after passing your exam.

This bundle also includes exam prep to help you reinforce key concepts taught during the course. After passing your exam, you’ll also receive a CEPA plaque and a live Beyond CEPA Webinar hosted by EPI President Scott Snider to explore best practices for activating your new credential and next steps.

CEPA Starter Bundle

In addition to the CEPA Credentialing Program and CEPA Exam Prep, the CEPA Starter Bundle sets you up for continued success with access to a pair of EPI Academy courses.

In the Conducting Effective Client Workshops course, learn directly from EPI Chairman and Creator of the Value Acceleration Methodology™ (VAM), Christopher Snider, how to utilize workshops, not meetings, in each gate of the Methodology. Also, join EPI Thought Leadership Council member Julie Keyes in Accelerate Your Exit Planning Practice, where you’ll explore how to implement exit planning and Value Acceleration services into your practice.

Save on CEPA Bundle

Invest in your future with the Save on CEPA Bundle, which gives you access to the Certified Exit Planning Advisor Credentialing Program. Become a business owner expert and differentiate yourself in the advisor marketplace by becoming a CEPA this year.

EPI Academy Bundles

Continue your Value Acceleration journey by learning from EPI’s best-in-class faculty and make continuing education your resolution with these EPI Academy Bundles.

EPI Academy is EPI’s online learning platform, where advisors can gain valuable insights into Value Acceleration and earn CE credits for the CEPA credential and other credentials.

Academy All-Access Pass

The Academy All-Access Pass includes one-year access to nearly all EPI Academy courses.

Gain everything you need to succeed as a Certified Exit Planning Advisor, including tips on helping a business owner through the triggering event, family transitions, and more.

Continuing Education Bundle

Stay on top of the latest exit planning topics with the Continuing Education (CE) Bundle. This bundle includes access to a curated list of EPI Academy courses, including:

Business Owner Prospecting and Engagement

In this program, advisors will learn a repeatable framework for attracting new business owner clients, building trust, and cultivating meaningful relationships that lead to long-term advisory engagements.

Hear directly from EPI President Scott Snider and other active CEPAs on how to educate both your current and prospective clients on Value Acceleration without making them feel sold to. This course has one remaining date in 2026, from November 16 through December 17.

For more information about the 2027 schedule, visit the course homepage here.

Exit Planning Summit Bundles

The Exit Planning Summit is the largest gathering of exit planning professionals, offering three days of networking, learning, and connection.

EPI brings the Exit Planning Summit west to San Diego in 2027, bringing the exit planning community together at the Gaylord Pacific Resort and Convention Center from May 2-4. During the 2026 Season of Deals, save on registration for the Exit Planning Summit and score a plus-one guest pass to the Exit Planning Summit Social with either bundle.

Exit Planning Summit VIP Ultimate Experience

Experience everything the Exit Planning Summit has to offer with the Exit Planning Summit VIP Ultimate Experience bundle. Enjoy discounted VIP registration for the exit planning community’s premier event, including priority access to room blocks, VIP check-in, and access to exclusive events.

In addition to Exit Planning Summit VIP registration, this bundle includes one free workshop and a plus-one guest pass to the Exit Planning Summit Social.

Exit Planning Summit Bundle

Save on registration for the 2027 Exit Planning Summit with this bundle. Also included is a plus-one guest pass to the Exit Planning Summit Social and $100 off any workshop, including the Advanced Tax Planning workshop taught by EPI Thought Leadership Council member Joe Strazzeri.

Walking to Destiny Gifting Bundle

Give the gift of knowledge with the Walking to Destiny Gifting Bundle.

Written by Christopher Snider, Chairman of EPI, Walking to Destiny: 11 Actions an Owner Must Take to Rapidly Grow Value & Unlock Wealth, prepares business owners and their advisors with the knowledge they need to fulfill their potential and drive value into their businesses.

Use the Walking to Destiny Gifting Bundle to begin the exit-planning discussion early with your business-owner clients. This bundle includes extended discounts on bulk purchases of Walking to Destiny.

Related Resources

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.
Topics: Blog CEPA Exit Planning Summit EPI Academy Season of Deals

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