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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

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.
Designation Training Requirements

Five-day 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

Online at CEPA Directory

Investor Complaint Process


Published List of Disciplined Designees