CEPA - Certified Exit Planning Advisor



  Certified Exit Planning Advisor (CEPA)
Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization Exit Planning Institute
Qualification and Educational Requirements
Prerequisites Candidate must meet all the following requirements:
  • 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
  • Undergraduate degree from a qualifying institution; if no qualifying degree must submit additional professional work experience (two years of relevant professional experience may be substituted for each year of required undergraduate studies)
  • Exit Planning Institute member in good standing
Education Requirements Five-day educational program
Examination Type Final exam (multiple-choice, proctored, closed book)
Continuing Education Requirements 40 hours every three years
Verification and Complaints
Check Professional Status Online Online at Member Directory
Investor Complaint Process In writing and identifying the relevant article of the Code of Ethics to:

Dennis Gano, CAE
Exit Planning Institute
2413 W. Algonquin Road
Published List of Disciplined Designees None
Accredited By None