---
title: What is Continuing Education in Exit Planning?
description: Explore how courses from the Exit Planning Institute can help cement your expertise.
image: https://blog.exit-planning-institute.org/hubfs/WhatIsCE%20-%20BLOG.png
---

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- Learn About CEPA
  
  
  
  
  
  ### Program Overview
  
  [Learn all about the CEPA® program and how to become your client’s most trusted advisor. →](https://exit-planning-institute.org/program/certified-exit-planning-advisor)
  
  
  
  ### Register for CEPA
  
  [Register for upcoming CEPA® courses and take the first steps toward your Value Acceleration journey. →](https://exit-planning-institute.org/program/certified-exit-planning-advisor-registration)
  
  
  
  ### Testimonials
  
  [Hear from real individuals about how Exit Planning Institute® and the Certified Exit Planning Advisor designation have transformed their daily practice and resulted in better outcomes for clients. →](https://exit-planning-institute.org/clients-we-serve)
  
  
  
  
  
  #### [Download the CEPA Brochure](https://exit-planning-institute.org/cepa-brochure-download)
  
  Read our comprehensive guide on all things CEPA®.
  
  #### [The Value Acceleration Methodology](https://exit-planning-institute.org/about-us-methodology)
  
  Learn about this crucial exit planning methodology and the foundation of EPI’s philosophy.
  
  #### [Organizations that Approve CEPA](https://exit-planning-institute.org/resources/cepa-approved-organizations)
  
  Find out which organizations approve of the CEPA® designation.
  
  #### [Member Benefits](https://exit-planning-institute.org/cepa-member-benefits)
  
  Explore all the EPI benefits you can leverage as you embark on your CEPA® journey.
  
  #### [Meet the CEPA Faculty](https://exit-planning-institute.org/about-us/cepa-faculty)
  
  Meet our EPI CEPA® Faculty instructing our CEPA courses, and learn more about these leaders in the space.
  
  #### [FAQ](https://exit-planning-institute.org/exit-planning-faqs)
  
  Find answers to your frequently asked CEPA® questions here.
- Courses
  
  
  
  
  
  ### Featured Courses
  
  [CEPA® EXAM Prep Course →](https://exit-planning-institute.org/program/certified-exit-planning-advisor-exam-prep)
  
  [Empowering Conversations with Business Owners →](https://exit-planning-institute.org/program/empowering-conversations)
  
  [Implementing Value Acceleration as a Financial Advisor →](https://exit-planning-institute.org/program/financial-advisor)
  
  
  
  ### All-Access Bundle
  
  [Get unlimited access to EPI Academy's full course library for a year and stay ahead with flexible, on-demand continuing education. →](https://exit-planning-institute.myshopify.com/products/epi-academy-all-access)
  
  
  
  
  
  #### [About the Academy](https://exit-planning-institute.org/academy-home)
  
  Learn more about EPI Academy, your one-stop destination for exit planning education.
  
  #### [Continuing Education Bundle](https://exit-planning-institute.org/epi-academy-courses?filter=Bundles)
  
  Complete your CE requirements with a curated collection of EPI Academy courses designed to help you maintain your CEPA®️ credential and sharpen your expertise.
  
  #### [View All Courses](https://exit-planning-institute.org/epi-academy-courses)
  
  View the complete course collection.
  
  #### [Exit Planning Summit + Academy Bundle](https://earncepa.schedulehero.io/inbound/exit-planning-summit)
  
  Register for the Exit Planning Summit and receive three complimentary EPI Academy courses. Connect with an Account Manager today.
  
  #### [Academy Faculty](https://exit-planning-institute.org/about-us/cepa-faculty)
  
  Meet the leadership instructing our EPI Academy courses.
- Chapters
  
  
  
  
  
  <https://exit-planning-institute.org/chapters>[Explore Full Network](https://exit-planning-institute.org/chapters)
  
  [Atlanta](https://exit-planning-institute.org/chapter/epi-atlanta-chapter)
  
  [Austin](https://exit-planning-institute.org/chapter/epi-austin-chapter)
  
  [Central Ohio](https://exit-planning-institute.org/chapter/epi-central-ohio-chapter)
  
  [Chicago](https://exit-planning-institute.org/chapter/epi-chicago-chapter)<https://exit-planning-institute.org/chapter/epi-cincinnati-chapter>
  
  [Conejo Valley](https://exit-planning-institute.org/chapter/epi-conejo-valley-chapter)
  
  [Denver](https://exit-planning-institute.org/chapter/epi-denver-chapter)
  
  [Greater Boston](https://exit-planning-institute.org/chapter/epi-greater-boston-chapter)
  
  [Greater Los Angeles](https://exit-planning-institute.org/chapter/epi-greater-los-angeles-chapter)
  
  [Greater New York](https://exit-planning-institute.org/chapter/epi-greater-new-york-chapter)
  
  [Greater Philadelphia](https://exit-planning-institute.org/chapter/epi-greater-philadelphia-chapter)<https://exit-planning-institute.org/chapter/epi-greater-phoenix-chapter>
  
  [Inland Empire](https://exit-planning-institute.org/chapter/epi-inland-empire-chapter)
  
  [Kansas City](https://exit-planning-institute.org/chapter/epi-kansas-city-chapter)
  
  [Mahoning-Shenango Valley](https://exit-planning-institute.org/chapter/epi-mahoning-shenango-valley-chapter)
  
  [Nashville](https://exit-planning-institute.org/chapter/epi-nashville-chapter)
  
  [New Jersey](https://exit-planning-institute.org/chapter/epi-new-jersey-chapter)
  
  [Orange County](https://exit-planning-institute.org/chapter/epi-orange-county-chapter)
  
  [Orlando](https://exit-planning-institute.org/chapter/epi-orlando-chapter)
  
  [Pittsburgh](https://exit-planning-institute.org/chapter/epi-pittsburgh-chapter)
  
  [Raleigh-Durham](https://exit-planning-institute.org/chapter/epi-raleigh-chapter)
  
  [San Diego](https://exit-planning-institute.org/chapter/epi-san-diego-chapter)
  
  [San Francisco](https://exit-planning-institute.org/chapter/epi-san-francisco-chapter)
  
  [Sarasota](https://exit-planning-institute.org/chapter/epi-sarasota-chapter)
  
  [Southeast Michigan](https://exit-planning-institute.org/chapter/epi-southeast-michigan-chapter)
  
  [St. Louis](https://exit-planning-institute.org/chapter/epi-st-louis-chapter)
  
  [Twin Cities Metro Area](https://exit-planning-institute.org/chapter/epi-twin-cities-chapter)
  
  [Utah](https://exit-planning-institute.org/chapter/epi-utah-chapter)
  
  [Washington, D.C.](https://exit-planning-institute.org/chapter/epi-washington-dc-chapter)
  
  [Wisconsin](https://exit-planning-institute.org/chapter/epi-wisconsin-chapter)
- Events
  
  
  
  
  
  ### The Exit Planning Summit
  
  [Take a deep dive into the premier exit planning event, bringing together advisors from across the globe for networking and education. →](https://exitplanningsummit.com/)
  
  
  
  ### Webinars
  
  [Learn more about EPI-hosted webinars, providing a wealth of expert knowledge on a variety of exit planning topics for CEPA®s and non-CEPAs. →](https://exit-planning-institute.org/program/webinars)
  
  
  
  
  
  #### [CEPA Mastermind Groups](https://exit-planning-institute.org/knowledge/upcoming-cepa-mastermind-groups)
  
  Learn more about these interactive networking and best practice groups, for CEPA®s only.
  
  #### [Growth and Impact Week](https://growthandimpact.com/)
  
  An in-person, two-day experience designed for advisors and business owners committed to growth and long-term value creation.
  
  #### [Full Event Calendar](https://exit-planning-institute.org/events)
  
  Keep track of all the events happening at EPI, and find one near you.
  
  #### [CEPA Mastery Winter Retreat](https://cepamastery.com)
  
  An exclusive winter retreat for CEPA Mastery members to connect, recharge, and deepen their mastery of exit planning.  
  
  #### [CEPA Immersion Events](https://exit-planning-institute.org/cepa-immersion-events)
  
  Hands-on training to deepen advisor impact and strengthen business owner relationships.
- Resources
  
  
  
  
  
  ### State of Owner Readiness
  
  [Find the latest results from EPI’s State of Owner Readiness™ Report, offering unique business owner insight nationally. →](https://exit-planning-institute.org/2023-national-state-of-owner-readiness)
  
  
  
  ### Annual Exit
  
  [Discover the first-of-its-kind exit planning magazine, where both advisors and non-advisors alike can find a wealth of interesting articles and industry insights. →](https://exit-planning-institute.org/the-annual-exit)
  
  
  
  ### Free Content Library
  
  [Explore EPI's free library of case studies, white papers, and infographics to help advisors build strategies, educate clients, and sharpen exit planning skills. →](https://exit-planning-institute.org/exit-planning-content-library)
  
  
  
  
  
  #### [Recommended Reads](https://exit-planning-institute.org/resources/bookstore)
  
  Check out EPI’s recommended exit planning reads, with contributions from leaders in the space.
  
  #### [Mastering the Market](https://exit-planning-institute.org/mastering-the-market)
  
  Find our collections of business review pieces, written by experts with a commitment to leadership and excellence.
  
  #### [State of Owner Readiness Regional](https://exit-planning-institute.org/state-of-owner-readiness)
  
  Find results from various regional State of Owner Readiness™ Reports, with various regional insights from business owners.
  
  #### [Exit Planning Blog](https://blog.exit-planning-institute.org/)
  
  Read weekly blogs on various exit planning topics, with frequent contributions from industry thought leadership.
  
  #### [Exit is Now Podcast Network](https://podcast.exit-planning-institute.org/exit-is-now-network)
  
  The Exit is Now podcast network features industry leaders, CEPA®s, and experts sharing insights on value creation and exit planning to help advisors and business owners succeed.
  
  #### [Partner Network](https://exit-planning-institute.org/about-us/exit-planning-partner-network)
  
  Meet EPI’s Partner Network and learn more about these various exit planning leaders.
  
  #### [Find a CEPA](https://exit-planning-institute.org/find-a-cepa)
  
  Connect with a Certified Exit Planning Advisor (CEPA), a professional trained to help business owners accelerate growth, build value, and align personal and financial goals for a successful exit.
  
  #### [Walking to Destiny](https://exit-planning-institute.org/en-us/walking-destiny)
  
  Bridge the gap between owners and advisors with the foundational framework handbook to exit planning and the Value Acceleration Methodology™
- About EPI
  
  
  
  
  
  ### About EPI
  
  [Learn all about the people and history behind Exit Planning Institute®. →](https://exit-planning-institute.org/about-us)
  
  
  
  ### Purpose Statement
  
  [What drives EPI? Read more about EPI’s vision and purpose. →](https://exit-planning-institute.org/our-purpose)
  
  
  
  
  
  #### [Videos](https://exit-planning-institute.org/resources/videos)
  
  Browse and watch a variety of educational and entertaining exit planning videos.
  
  #### [Thought Leadership](https://exit-planning-institute.org/about-us/epi-thought-leadership-council)
  
  Meet the EPI Thought Leadership Council, featuring exit planning experts across the industry.

[ Download Our CEPA Brochure ](https://exit-planning-institute.org/cepa-brochure-download)

[ Download Our CEPA Brochure ](https://exit-planning-institute.org/cepa-brochure-download)

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- CEPA
  
  
  
  
  
  
  
  
  
    - [Download the CEPA Program Brochure](https://exit-planning-institute.org/cepa-brochure-download)
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    - [The Exit Planning Summit](https://exitplanningsummit.com/)
    - [Growth and Impact Week](https://growthandimpact.com/)
    - [CEPA Mastery Winter Retreat](https://cepamastery.com/)
    - [CEPA Immersion Events](https://exit-planning-institute.org/cepa-immersion-events)
- Chapters
  
  
  
  
  
  
  
  
  
    - [Explore Full Network](https://exit-planning-institute.org/chapters)
    - [Atlanta](https://exit-planning-institute.org/chapter/epi-atlanta-chapter)
    - [Austin](https://exit-planning-institute.org/chapter/epi-austin-chapter)
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    - [Chicago](https://exit-planning-institute.org/chapter/epi-chicago-chapter)
    - [Conejo Valley](https://exit-planning-institute.org/chapter/epi-conejo-valley-chapter)
    - [Denver](https://exit-planning-institute.org/chapter/epi-denver-chapter)
    - [Greater Boston](https://exit-planning-institute.org/chapter/epi-greater-boston-chapter)
    - [Greater Los Angeles](https://exit-planning-institute.org/chapter/epi-greater-los-angeles-chapter)
    - [Greater New York](https://exit-planning-institute.org/chapter/epi-greater-new-york-chapter)
    - [Greater Philadelphia](https://exit-planning-institute.org/chapter/epi-greater-philadelphia-chapter)
    - [Inland Empire](https://exit-planning-institute.org/chapter/epi-inland-empire-chapter)
    - [Kansas City](https://exit-planning-institute.org/chapter/epi-kansas-city-chapter)
    - [Mahoning-Shenango Valley](https://exit-planning-institute.org/chapter/epi-mahoning-shenango-valley-chapter)
    - [Nashville](https://exit-planning-institute.org/chapter/epi-nashville-chapter)
    - [New Jersey](https://exit-planning-institute.org/chapter/epi-new-jersey-chapter)
    - [Orange County](https://exit-planning-institute.org/chapter/epi-orange-county-chapter)
    - [Orlando](https://exit-planning-institute.org/chapter/epi-orlando-chapter)
    - [Pittsburgh](https://exit-planning-institute.org/chapter/epi-pittsburgh-chapter)
    - [Raleigh-Durham](https://exit-planning-institute.org/chapter/epi-raleigh-chapter)
    - [San Diego](https://exit-planning-institute.org/chapter/epi-san-diego-chapter)
    - [San Francisco](https://exit-planning-institute.org/chapter/epi-san-francisco-chapter)
    - [Sarasota](https://exit-planning-institute.org/chapter/epi-sarasota-chapter)
    - [Southeast Michigan](https://exit-planning-institute.org/chapter/epi-southeast-michigan-chapter)
    - [St. Louis](https://exit-planning-institute.org/chapter/epi-st-louis-chapter)
    - [Twin Cities Metro Area](https://exit-planning-institute.org/chapter/epi-twin-cities-chapter)
    - [Utah](https://exit-planning-institute.org/chapter/epi-utah-chapter)
    - [Washington, D.C.](https://exit-planning-institute.org/chapter/epi-washington-dc-chapter)
    - [Wisconsin](https://exit-planning-institute.org/chapter/epi-wisconsin-chapter)
- Resources
  
  
  
  
  
  
  
  
  
    - [Walking to Destiny: The Value Acceleration Handbook](https://exit-planning-institute.org/resources/walking-destiny-downloads)
    - [State of Owner Readiness](https://exit-planning-institute.org/state-of-owner-readiness)
    - [Exit Planning Blog](https://blog.exit-planning-institute.org)
    - [Free Content Library](https://exit-planning-institute.org/exit-planning-content-library)
    - [Videos](https://exit-planning-institute.org/resources/videos)
    - [Find a CEPA](https://exit-planning-institute.org/find-a-cepa)
    - [Exit is Now Podcast](https://podcast.exit-planning-institute.org/plan-accordingly)
    - [Recommended Reads](https://exit-planning-institute.org/resources/bookstore)
    - [Partner Network](https://exit-planning-institute.org/about-us/exit-planning-partner-network)
    - [Thought Leadership Council](https://exit-planning-institute.org/about-us/epi-thought-leadership-council)
    - [Mastering The Market](https://exit-planning-institute.org/mastering-the-market)
    - [Annual Exit Magazine](https://exit-planning-institute.org/the-annual-exit)

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## THE EXIT PLANNING BLOG

Keep up-to-date with exit planning, succession planning, industry trends, unique specialty insights, and useful content for professional advisors and business owners.

[![home](https://blog.exit-planning-institute.org/hubfs/EPI-Assets-2022/blog/home.png) ](https://blog.exit-planning-institute.org/)

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# What is Continuing Education in Exit Planning?

 by [**Rob DiFranco**](https://blog.exit-planning-institute.org/author/rob-difranco) on July 21, 2026

![What is Continuing Education in Exit Planning?](https://blog.exit-planning-institute.org/hubfs/WhatIsCE%20-%20BLOG.png)

You’ve earned your [Certified Exit Planning Advisor (CEPA®)](https://exit-planning-institute.org/program/certified-exit-planning-advisor) credential, and now the real work begins. How can you keep your edge in the always-evolving exit planning community? It starts with purposeful and ongoing growth. 

Continuing education (CE) is a crucial part of becoming the best CEPA possible. While the ROI of CE might not feel immediate, there are plenty of real-world tactics that will boost your offerings to clients and set you apart from your peers. Take the guesswork out of fulfilling your CE requirements with the [Exit Planning Institute® (EPI)](https://exit-planning-institute.org/). 

### Keeping Your Credential Up to Date 

You probably know this already if you’re a veteran CEPA, but to keep your designation current, you need a minimum of 40 continuing education hours, with 20 Value Acceleration Knowledge Hours, over a three-year period, and 20 from Other Technical Knowledge CE.

You can earn Value Acceleration Knowledge Hours by taking advantage of the extensive catalog of [EPI Academy](https://exit-planning-institute.org/epi-academy-courses) courses, which is constantly growing with new ways to expand your exit planning knowledge. 

A benefit of select EPI Academy courses is that not only can you earn CE credit toward your CEPA designation, but you can also earn CE toward your Certified Financial Planner (CFP®) credential, along with Investments & Wealth Institute (IWI) credits as well. 

### Purposeful Growth 

Just as important as keeping your designation current is building your exit planning knowledge, so you can become your clients’ most trusted advisor. That’s where EPI Academy fits in, as the perfect supplement to the CEPA course and your real-world experiences gained by putting your exit planning skills into practice.  

EPI Academy’s online courses equip you to master exit strategies, boost client satisfaction, and grow your professional value. 

These courses are more than just sitting through presentations just to earn CE; they embody [EPI’s core value of Purposeful Growth](https://exit-planning-institute.org/our-purpose). EPI Academy courses provide an in-depth exploration of topics introduced in the CEPA course, including: 

- [The Role of an Exit Planning Quarterback](https://exit-planning-institute.org/demystify-quarterback), 
- [Business Valuation Through the Value Acceleration Methodology](https://exit-planning-institute.org/program/business-valuation), 
- [Preparing Heirs for the Money](https://exit-planning-institute.org/program/preparing-heirs), 
- [and more](https://exit-planning-institute.org/epi-academy-courses). 

You'll also find a five-week offering from EPI Academy, the [Business Owner Prospecting and Engagement](https://exit-planning-institute.org/bope_cepa_mastery) course. Designed to give advisors strategies to attract, retain, and engage with their business-owner clients. Learn from active CEPAs and EPI President Scott Snider how to educate your clients without making them feel “sold to”, while using Value Acceleration language you learned in the CEPA program. 

Staying up to date on CE requirements can seem difficult when your calendar is packed with meetings, personal development, and your personal life. EPI Academy’s online platform lets you learn at your own pace, so you can sharpen your skills without sacrificing your active exit planning practice. 

With hundreds of CE offerings available to you, choosing the right program that will make the most impact can feel overwhelming. Consider your client base and professional goals.

If you want to cover all your bases, consider the [continuing education bundle](https://exit-planning-institute.myshopify.com/products/continuing-education-bundle-epi-academy), 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.

[ Buy the CE Bundle Here ](https://exit-planning-institute.myshopify.com/products/continuing-education-bundle-epi-academy)

### More Learning at The Exit Planning Summit 

Looking for a way to meet your CE needs and also gain real-world insights from your exit planning peers? The annual [Exit Planning Summit](https://exitplanningsummit.com/) provides networking opportunities with fellow exit planning professionals and valuable workshops that facilitate in-depth learning.   

The Exit Planning Summit relocates every year, giving you the opportunity to network with exit planners nationwide. To get more info on the Exit Planning Summit and see where we’re headed this year, visit the Summit website. 

Staying current in exit planning means more than maintaining credentials. It means embracing change, mastering new skills, and leading your clients with confidence.

The most respected CEPAs are those who are lifelong learners. Will you be one of them? 

### 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.

### Related Resources 

- [Five Things to Love About EPI Academy](https://blog.exit-planning-institute.org/what-is-epi-academy) 
- [The Power of Networking in Exit Planning](https://blog.exit-planning-institute.org/power-of-networking-exit-planning) 
- [Grow Your Knowledge, Grow Your Impact with the Exit Planning Institute](https://blog.exit-planning-institute.org/grow-knowledge-grow-impact-exit-planning-institute) 

Topics: [CEPA](https://blog.exit-planning-institute.org/tag/cepa) [EPI Academy](https://blog.exit-planning-institute.org/tag/epi-academy)

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