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 | |
| Prerequisites | Candidates must be 18 years or older. |
| Designation Training Requirements | Five-day virtual educational program |
| Designation Exam Type | Online, proctored, closed book final exam |
| Continuing Education Requirements | 40 hours every three years |
| Verification and Complaints | |
| Online Designation Resource | None |
| Investor Complaint Process | None |
| Published List of Disciplined Designees | None |
