Share your feedback about our website. Take the survey.

Important Disclaimer: FINRA does not approve or endorse any professional credential or designation. Learn More >>

Certified Exit Planner (CExP)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization Business Enterprise Institute, Inc (BEI)
Qualification and Training Requirements
Prerequisites
  • Hold valid professional designation including CPA, JD, CFP, CLU, CFA, MBA or other BEI-approved designation
  • Introductory two-day training program
Designation Training Requirements
  • 100 - 120 hours of online content and self-paced study;
  • 10 online course exams
  • 2 written exams
Designation Exam Type 10 online course exams and completion of two sample Exit Plans using BEI’s Exit Plan creation software
Continuing Education Requirements 30 hours every 2 years
Verification and Complaints
Online Designation Resource None
Investor Complaint Process By mail at Submit a Complaint
Published List of Disciplined Designees None