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
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Recertification and Continuing Education

CEPA certification must be renewed every three years (based on the member’s original certification date.) 

Renewal requirements are:
1) Re-certification application
2) $165 re-certification fee
3) 40 continuing education credits.

Recertification is easy.  Continuing education credits may be earned by any combination of the following:

1.  Submitting scholarly articles or studies the member has completed in the field of exit planning for publication in The Exit Planning Advisor or similar respected professional periodicals.

2.  Submitting continuing education credits earned in related disciplines (CFA, CFP, CPA, CTFA law, etc.), or

3.  Attending EPI offered continuing education courses or web-seminars.

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.