The Exit Planning Institute
Member Login
Username:
Password:
Login

Are You Ready?

Are you positioned to benefit from the single most significant financial and demographic trend of this century?
Read More >

Exit Planning Models & Samples

Access an extensive library of exit planning templates, reports, models, white papers and research. (Credentialed Members Only)
Read More >

Recent News

Visit the Exit Planning Institute Newsroom to see what EPI has been up to in the press and on a local and national level.
Read More >

Chapters

The Exit Planning Institute has regional chapters throughout the United States and Canada. Two new chapters have opened on the East Coast.
Read More >

Upcoming Events

The Exit Planning Institute is the premier provider of delivering innovative learning experiences, designed to advance the exit planning profession. Check the schedule for upcoming events.
Read More >

Speakers Bureau

Have one of EPI's distinguished speakers talk to your group about Exit Planning.
Read More >

Exit Planning Institute
4811 Emerson, Suite 210
Palatine, IL 60067-7417
P: 847.303.6887
F: 847.303.6951
Send us an Email

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, 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 3 - 7, 2008, $4,997

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
  • Lunches, coffee breaks and networking
Space is limited to 30 attendees in order to facilitate group exercises and case studies. Earlybird registration opens on May 1, 2008. Register prior to September 1, 2008 and receive an additional $500 discount!

Click Here to join EPI as a Credentialed Member and reserve your place at the next CEPA® course and exam program.

CEPA Benefits

Click here to learn more about the benefits that the CEPA certification provides.

Certification Requirements

Click here to learn more about the requirements to earn the CEPA certification.


 

Copyright © 2008 The Exit Planning Institute