The Exit Planning Institute
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Are You Ready?

Are you positioned to benefit from the single most significant financial and demographic trend of this century?
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Exit Planning Models & Samples

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

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

Have one of EPI's distinguished speakers talk to your group about Exit Planning.
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Exit Planning Institute
4811 Emerson, Suite 210
Palatine, IL 60067-7417
P: 847.303.6887
F: 847.303.6951
Send us an Email

Certification Requirements

The Certified Exit Planning Advisor or CEPA certification is available to any EPI member who:

  • Is a Candidate member of EPI
  • Completes the CEPA curriculum
  • Passes the CEPA exam
  • Pays the CEPA certification fee of $165.00
  • Is a member in good standing with EPI

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.


 

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