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Certified Exit Planning Advisor (CEPA)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization Exit Planning Institute
Qualification and Training Requirements

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
Designation Training Requirements

Five-day educational program

Designation Exam Type

Final exam (multiple-choice, proctored, closed book)

Continuing Education Requirements

40 hours every three years

Verification and Complaints
Online Designation Resource

Online at Member Directory

Investor Complaint Process

In writing and identifying the relevant article of the Code of Ethics to:

Scott Snider
27881 Clemens Rd, Suite 1
Westlake, OH 44145

Published List of Disciplined Designees