Exclusive curriculum and workbook deliver in-depth knowledge and practical tools for advisors
Discounted rate of $700 per advisor for flexible enrollment over 12 months
Empowering conversations with business owners course builds stakeholder rapport and strategic insights
Summarized by Shop
The Exit Planning Institute will offer Thrivent advisors the Certified Exit Planning Advisor (CEPA) Credentialing Program + CEPA Program Exam Prep Course + Implementing the 120-Day CEPA Playbook Course + Empowering Conversations with Business Owners Course at a discounted rate of $2,700 per advisor. Advisors can participate in a single CE
Program Duration
12 months
Discounted Rate
$700 per advisor
Curriculum
120-day CEPAs playbook, curriculum, workbook
Target Audience
Professional advisors and consultants in exit planning