The Exit Planning Institute
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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 EZPay Plan

The Exit Planning Institute's EZPay Plan, allows you to enroll in the Industry's most accredited professional certification training program, Certified Exit Planning Advisor (CEPA).

Approved by the National Association of State Boards of Accountancy (NASBA) to provide CPE credits and accepted by the Certified Financial Planner Board of Standards (CFP®), EZPay Plan includes over 30 hours of comprehensive instruction, case studies, group exercises and interactive discussions taught at the Gleacher Center, at the University of Chicago's Graduate School of Business, by master facilitators, and by some of the industries most established leaders worldwide.

To take advantage of EPI's new EZPay Plan, download the EZPay Plan form and the EPI New Member Application below, complete both forms and fax them to the Exit Planning Institute at (847) 458-2124.

 

EZPay Plan allows major credit card holders (only) to make a one time payment of $1,500 to the Exit Planning Institute by bank check or charge, thus registering qualified applicants to the CEPA certification program. The remainder enrollment balance of $1,795 plus 3.5% interest, ($1,857.83) will be charged on or near the 1st of each month to the applicants authorized credit card in twelve (12) monthly installments in the amount of $154.82, free of prepayment penalties.


 

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