Demonstrate Your Expertise: Earn the CEPA Designation
Are you ready to achieve a new level of professional growth and recognition?
The Certified Exit
Planning
Advisor(CEPA) program is the only one of its kind offering the most comprehensive professional
training available in the area of exit planning. This certification program is offered exclusively by the Exit Planning Institute
who administers the intensive 5 day CEPA on-site course and certification exam.
Business advisors well versed in exit planning find they have little competition in today’s
cutting-edge business environment. The CEPA designation immediately tells business owners and the public that you
have met EPI’s rigorous professional standards, passed the certification exam, and are a recognized, and certified
business exit planning specialist.
The CEPA certification process will elevate professional standards, enhance individual performance,
and differentiate CEPA professionals from those who do not have the knowledge essential to provide high quality exit
planning services for business owners.
The CEPA program stands as a mark of excellence. It is an ongoing commitment to professional growth
and evidence you can and will develop successful exit plans for your clients.
EPI members who receive the CEPA designation are licensed to use EPI’s proprietary client
“deliverables,” including questionnaires, report templates, excel templates, and marketing
materials. CEPA recipients also receive a complete credentials kit including image files
of the EPI and CEPA logos and instructions on how to use them. These are CEPA
member-only exclusive tools and products, and are not available elsewhere. Best of all, there is no
additional charge to use these great resources!
Members earning the CEPA certification receive a CEPA certificate bearing the candidate’s name
and EPI’s seal, confirming you have completed EPI’s rigorous exit planning curriculum. This
attractive certificate is printed on parchment and is designed to impress your clients and elevate your business
stature.
Certified Exit Planning Advisor Program
University of Chicago Booth School of Business, Gleacher Center - Chicago, IL
The Gleacher Center is the University of Chicago’s state-of-the-art executive educational facility, located in the heart of downtown Chicago, just steps off of the beautiful magnificent mile.
November 1 - 5, 2010, $4,500 (before discounts)
The program fee includes:
-
CEPA Application Fee
- One year Candidate membership dues
- Copy of CEPA training manual
- One copy of The $10 Trillion Opportunity co-written by Richard Jackim & Peter Christman
- One copy of Private Capital Markets written by Rob Slee
- Continental breakfasts, lunches, and coffee breaks
Space is limited to 40 attendees in order
to facilitate group exercises and case studies. Earlybird registration opens on November 15, 2009.
| Registration Dates |
5/15/10 - 8/31/10 |
9/1/10 - 9/30/10 |
10/1/10 and after |
| Program cost: |
$3,795 |
$4,295 |
$4,500 |
The Exit Planning Institute’s Certified Exit Planning Advisor (CEPA) certification program has been
accepted by the Certified Financial Advisor Board of Standards for continuing education credit.
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