Expanded curriculum for CEPA Credentialing Program

WESTLAKE, OH, February 22, 2022 /24-7PressRelease/ — Exit Planning Institute (EPI) today announced that it has resumed in-person education for the Certified Exit Planning Advisor (CEPA) credential. This educational program is designed to help advisors and professionals who serve business owners, helping them gain a deeper understanding of their clients’ needs in every stage of their business.

After two years of exclusively online education, the first live event took place this month in Scottsdale, Arizona and another is scheduled for May 16-19 in Chicago, Illinois.

This year’s programs will also offer an expanded curriculum that includes additional educational content, including case studies, daily group exercises, and faculty meet-ups. CEPA candidates will gain a deeper understanding of personal financial planning, business valuations, exit readiness, business attractiveness, and the variety of internal and external exit options available to business owners.

“We are excited about what these upcoming programs have to offer,” said Scott Snider, President, EPI. “In addition to new content, attendees will have more opportunities for networking, idea-sharing, and learning from one another. While many advisors appreciated the convenience and accessibility of our CEPA Online programs over the past several months, we’re looking forward to taking full advantage of CEPA In-Person programs – with COVID safety protocols, of course.”

About Exit Planning Institute

Exit Planning institute (EPI) was formed in 2005 to serve the educational and resource needs of professional business advisors. Its Certified Exit Planning Advisor (CEPA) credential program is the most widely endorsed professional exit planning program in the world, providing advisors with the content, tools and training needed to engage business owners and become their most valued advisors. For more information, visit exit-planning-institute.org or follow us on LinkedIn.

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