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

Five-day educational program

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

40 hours every three years

Online at Member Directory

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

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

None