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by Exit Planning Institute on November 4, 2024
Exit planning is quickly becoming recognized as a professional discipline all its own—which means staying up-to-date with the field’s best practices is important. So if you want to stay up on the latest trends—or dive deeper into specific areas of exit planning—then EPI Academy is your go-to!
As the continuing professional development arm of the Exit Planning Institute, EPI Academy provides advisors with a convenient way to advance their practice by completing courses online and at a pace that suits each professional’s schedule. To date, there are more than 20 courses—with more currently in the works—and all are taught by industry professionals with decades of experience. The platform is designed with the busy professional in mind—you can easily find the content and education you are looking for and build ongoing professional development plans.
“We’re continuously studying how people learn and adapting course formats to reflect different learning styles and leverage best practices,” says Chase Ross, Product Development Manager. “Courses include practical techniques, case studies, and real-world scenarios, so advisors can quickly put into practice what they’re learning.”
Since launching in 2021, EPI Academy has become the resource advisors count on to expand their knowledge and practice of exit planning. People love EPI Academy for five key reasons:
Dual Credits:
Several EPI Academy courses now have joint accreditation from the CFP® Board Center for Financial Planning, the Investments and Wealth Institute (IWI), and the National Association of State Boards of Accountancy (NASBA). That means you can leverage the courses for both EPI’s Certified Exit Planning Advisor (CEPA) credential while also meeting certification requirements for other organizations. Win-win!
Tailored Tracks:
EPI Academy courses are segmented into five categories, and you can complete courses across all categories for breadth of knowledge, or you can complete a particular track for a deeper dive.
- Understanding Exit Planning - Great place to start to learn more about exit planning concepts
- Business Valuation - Understanding of what generates value for a company—learn the Value Acceleration Methodology™ and how to put it into practice
- Practice Management - Framework for successfully supporting business owners in the exit planning space
- Business Development - Marketing and sales strategies that showcase how exit planning knowledge makes you uniquely positioned to work with your ideal clients
- Exit Strategy - Deep dives into specific exit options and the different ways Value Acceleration can be implemented
First-Rate Faculty:
Our EPI Academy faculty is comprised of award-winning CEPAs, best-in-class professionals, authors, and business leaders—all eager to educate the next generation of exit planning professionals.
Something For Every Advisor:
EPI Academy courses provide continuing education for advisors from across the exit planning industry. While some courses provide more in-depth knowledge for specific advisor types and specialties, the vast majority of EPI Academy programming is suited for any advisor serving on the business owner’s transition advisory team. Courses are ideal for financial advisors, CPAs, attorneys, value advisors, estate planners, M&A advisors, risk advisors, and family business advisors.
U-Pick:
You get to pick the courses you want and the pace at which you want to work. Each course has a few modules and takes about 2-3 hours to complete. Courses are pre-recorded by instructors, but they are accessible for questions. Also: we’ve curated some bundles that may interest you—or you can create your own.
Elevate Your Expertise with EPI Academy
EPI Academy provides the tools and insights to support your ongoing journey in exit planning, empowering you to stay ahead of industry trends and add more value to your clients. With a range of courses tailored to enhance expertise in key areas, EPI Academy is an essential resource for CEPAs and exit planning professionals looking to elevate their impact. Embrace continuous learning, deepen your skill set, and see the difference it makes in your practice and your clients' success.
Download the EPI Academy course catalog today!
