Exclusive access to two newly released EPI Academy courses for advanced exit planning insights
Covers personal planning, deep dive, and accelerating value through IP for comprehensive advisory support
Bonus course by EPI president Scott Snider on attracting and engaging business owner clients
Online, self-paced format for flexible learning and integration into busy advisory practices
Led by certified exit planning advisors for industry-leading expertise and practical application
Summarized by Shop
CEPA Exclusive Courses Bundle
Elevate your impact and deepen your relationships with business owners by using a holistic planning mindset. The best-in-class Certified Exit Planning Advisors have a deeper understanding of the importance of aligning business, personal, and financial goals. Not only does it broaden the advisor’s perspective
Format
EPI Academy style online, self-paced
Number of courses
3 (including bonus)
Target audience
Professional advisors and consultants in exit planning, business owners