| Becoming a Member of the Exit Planning Institute
Membership Requirements
Candidates for membership in the Exit Planning Institute must meet the following
requirements:
1. Candidates must have at least five years of full-time or equivalent experience
working directly with business owners as a financial advisor, attorney, CPA, business broker, investment banker,
commercial lender, estate planner, insurance professional, business consultant or related capacity.
2. Candidates must have an undergraduate degree from an accredited college or
university in the United States or provide evidence of similar academic credentials from a recognized institution of higher
learning in another country.
3. Candidates must not have been required to surrender any professional license
or found unfit in a disciplinary hearing by any professional or civic organization.
4. Candidates must not have been charged in any civil or criminal proceeding
indicating a potential defect in moral character.
5. Candidates must not have been convicted of a felony. |
