Save on the Certified Exit Planning Advisor Credential During EPI’s Season of Deals

The best time to prepare a business for a future exit is long before an owner decides to sell. Advisors who can help clients improve business value, reduce risk, and align personal and financial goals can become more central to their clients’ long-term success.

The Certified Exit Planning Advisor (CEPA^®) Credentialing Program equips advisors to bring that kind of value to business-owner relationships.

During the Exit Planning Institute^®’s (EPI) Season of Deals, there are several ways to begin your CEPA journey while receiving savings and resources that support you beyond the weeklong program.

Score the Biggest Savings with the CEPA All-Access Bundle

Get the biggest savings of the year on the CEPA Credentialing Program with the CEPA All-Access Bundle.

The CEPA All-Access Bundle is built for advisors who want more than the CEPA designation alone. Purchasing this bundle grants access to the CEPA program, where you'll learn from leading exit planning experts how to become a business owner and a Value Acceleration specialist. It also provides exam preparation to help you succeed in the final test at the end of the weeklong CEPA course.

Once you pass the exam, you will receive two years of unlimited access to EPI’s online learning platform, EPI Academy. Additionally, you'll receive a CEPA plaque and an invitation to a live Beyond CEPA Webinar hosted by EPI President Scott Snider, where you'll learn best practices for leveraging your new credential.

More CEPA Savings

Get access to the CEPA Credentialing Program and CEPA Exam Prep with the CEPA Starter Bundle, which also sets you up for continued success with a pair of EPI Academy courses:

• Conducting Effective Client Workshops: Hear from EPI Chairman and Creator of the Value Acceleration Methodology™ (VAM), Christopher Snider, on how to use workshops, not meetings, at each gate of the Methodology.
• Accelerate Your Exit Planning Practice: Taught by EPI Thought Leadership Council member Julie Keyes, learn how to integrate exit planning and Value Acceleration services into your practice.

Advisors can also save on just the CEPA credentialing program with the Save on CEPA Bundle. This bundle gives you access to the weeklong program and the opportunity to join a community of more than 9,000 advisors committed to helping business owners.

Why Earn Your CEPA?

Earning the CEPA credential provides a structured approach to helping business owners think more strategically about their business and eventual exit. The Value Acceleration Methodology helps advisors connect the personal, financial, and business factors that influence an owner’s ability to exit on their terms.

By earning your CEPA now, you can take advantage of our CEPA membership tiers, including CEPA Plus, and work toward the CEPA Mastery tier for top-level advisors looking to elevate their practice.

New CEPAs begin at the CEPA Plus membership tier, which offers resources and education designed to help advisors apply their knowledge and continue meeting their professional-development requirements, including:

• Access to CEPA Mastermind Groups
• Three continuing education (CE) - approved EPI Academy courses every year to help complete your required CE hours
• Access to the Methods to Mastery podcast featuring Senior Member Experience Representative Ryan Beltz
• The Business Owner Prospecting Toolkit
• 60-Minute Business Owner Meeting

The CEPA credential can help advisors initiate more strategic conversations with business owners and build services focused on Value Acceleration. This is critical at a time when more Baby Boomer business owners are preparing to exit their businesses than ever before.

Becoming a CEPA positions you as the most trusted advisor for owners as they work toward their exit goals, whether that means preserving legacy or maximizing the value of a sale. Advisors completing the CEPA program can earn up to 18 CPE hours and 14 CFP® hours.

Explore Everything Season of Deals Has to Offer

To learn more about our 2026 Season of Deals, visit our Season of Deals page to score more savings on EPI Academy courses, Exit Planning Summit registration, Walking to Destiny, and more.

Related Resources

• Explore the 2027 CEPA Program Calendar
• Enhance Your Exit Planning Expertise with EPI Academy
• How Top Advisors Integrate Value Acceleration into their Practice