| Becoming a Member of the Exit Planning Institute
Membership Eligibility 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 in a 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. |
