Certified Exit Planning Advisor (CEPA)
Designation Essentials | |
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Status | Currently offered and recognized by the issuing organization. |
Issuing Organization | Exit Planning Institute |
Qualification and Training Requirements | |
Prerequisites | Candidate must meet all the following requirements:
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Designation Training Requirements | Five-day educational program |
Designation Exam Type | Final exam (multiple-choice, proctored, closed book) |
Continuing Education Requirements | |
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: |
Published List of Disciplined Designees | None |