Locate an EPI Member

Locate a member of the Exit Planning Institute. Access our simple search here.

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
2413 W. Algonquin Road, #504
Algonquin, IL 60102
P: 847.458.2124
F: 847.594.6114
Send us an Email

Certified Exit Planning Advisor Program Registration Open
University of Chicago Booth School of Management - Chicago, IL

The Booth School of Management 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.

Space is limited to 40 attendees in order to facilitate group exercises and case studies. Earlybird registration opens on May 15, 2010. Register prior to September 30, 2010 and receive a $705 discount!

Refund Policy: "Cancellations received thirty days before the date of the program will be honored, less the cost of any program materials sent. If you cancel after the thirty day deadline, the full amount paid, less $285 will be converted to a credit to be applied toward a future CEPA program. All credits issued are transferable, but nonrefundable. Any credits issued must be used within the same calendar year. Be sure to ask for a cancellation number. Note: Colleague substitution is permitted with no penalty.;"

November 1 - 5, 2010, $4,500 (before discount)

The program fee includes tuition:

• 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, coffee breaks, and networking

Certified Exit Planning Advisor Program
University of Chicago Booth School of Business, Gleacher Center - Chicago, IL

The Booth School of Business 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.

Space is limited to 40 attendees in order to facilitate group exercises and case studies. Earlybird registration opens on November 15, 2010. Register prior to March 31, 2011 and receive a $705 discount!

Refund Policy: "Cancellations received thirty days before the date of the program will be honored, less the cost of any program materials sent. If you cancel after the thirty day deadline, the full amount paid, less $285 will be converted to a credit to be applied toward a future CEPA program. All credits issued are transferable, but nonrefundable. Any credits issued must be used within the same calendar year. Be sure to ask for a cancellation number. Note: Colleague substitution is permitted with no penalty.;"

May 2 - 6, 2011, $4,500 (before discount)

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

CEPA Benefits

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

Certification Requirements

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