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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Locate an EPI Member

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

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

Candidate Members are professionals who have joined EPI and are in the process of completing the educational requirements for the CEPA certification.  This level of membership is appropriate for advisors who intend to make exit planning an important part of their professional practice and who expect to perform one or more exit planning assignments per year. Once all requirements for certification have been completed, the members' membership category is elevated to a Credentialed member with all rights appropriate to that category.

Candidate Members receive all of the benefits provided to General Members, plus these additional benefits:

• The Exit Planning Advisor – EPI’s exclusive members-only monthly e-newsletter
• Access to EPI’s extensive on-line library of exit planning articles, white papers, and research
• Detailed member profile in EPI’s searchable member directory with active links back to each member’s website
• Downloadable content for each member’s web page
• Discounts on all EPI books and materials
• Access to EPI’s active on-line discussion forums and bulletin board
• Free participation in EPI’s monthly Exit Planning Q&A teleconferences

Membership FAQs

Candidate Membership Dues:  Only $595 per year (pro-rated by quarter)

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A Membership with a Real Return on Investment

Candidate Membership provides a powerful return on investment (ROI). 

Performing one exit planning project will pay for your EPI membership and CEPA certification, many times over.