Join EPI – Play a Role in the Largest Generational Transfer of Wealth in History!
EPI offers a flexible two level membership system for professionals: General and Credentialed. Each is designed
specifically to meet the needs of professionals with different levels of interest in the field of exit planning.
Your membership in the Exit Planning Institute will provide you with powerful and unequal member benefits,
available only through the EPI, and the key knowledge, tools, and skills you need to deliver exemplary exit planning
strategies for your clients.
Importantly, EPI is the only entity that offers CEPA certification. EPI’s
professional training program is the most comprehensive available in the area of exit planning. Only EPI members
can attend the CEPA course.
And, as an EPI member, you receive the exclusive opportunity to continue your education and become a
Certified Exit Planning Advisor (CEPA). If you plan to expand your professional practice
and handle at least one successful exit planning project per year, this alone will pay for your EPI membership and
CEPA certification, many times over.
Join us,
and take part in the largest generational transfer of wealth in history.
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