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.
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.
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:
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.
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:
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.
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.