Candidates must meet all the following requirements:

• have 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;
• have an undergraduate degree from a qualifying institution or additional professional work experience (two years of relevant professional experience may be substituted for each year of required undergraduate studies); and
• be an Exit Planning Institute member in good standing.

Five-day educational program

Online, proctored, closed book final exam

40 hours every three years

Online at CEPA Directory

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