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 | Candidates must have a valid professional designation, including CPA, JD, CFP, CLU, ChFC, CFA, or MBA, or relevant work experience in business planning. |
| Designation Training Requirements | Online, self-paced Exit Planning Boot Camp and Advanced Exit Planning programs |
| Designation Exam Type | Online, open-book module assessments and two written exit planning case study exams |
| Continuing Education Requirements | 30 hours every two years |
| Verification and Complaints | |
| Online Designation Resource | None |
| Investor Complaint Process | Submit complaints via email to [email protected]. |
| Published List of Disciplined Designees | None |
