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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;
  • complete the BEI Exit Planning Boot Camp fundamentals training program; and
  • complete and pass all exams in the BEI Advance Exit Planning series.
Designation Training Requirements

Pass an ethics exam and two written exit planning case study exams
Designation Exam Type

Online, open-book exams
Continuing Education Requirements

30 hours every two years
Verification and Complaints
Online Designation Resource

Online at Find an Exit Planning Advisor
Investor Complaint Process

Submit complaints via email to [email protected].
Published List of Disciplined Designees

None