CEPA Foundation Bundle
Exit Planning Institute

CEPA Foundation Bundle

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CEPA Foundation Bundle


This is everything you need to start your CEPA journey with confidence. The CEPA Foundation Bundle combines the industry's leading credential with practical tools that prepare you for certification while helping you engage business owners with confidence from day one.


This Bundle Includes:


•    CEPA Credentialing Program: Gain a comprehensive understanding of Value Acceleration through EPI's five-day credentialing program.
•    CEPA Exam Prep: Reinforce key concepts, strengthen your understanding of the curriculum, and prepare confidently for the CEPA exam.
•    Empowering Conversations With Business Owners: What is an "empowering conversation?" When it comes to discussing exit planning with your clients, it's the catalyst for triggering owner action. This course shows you as an advisor how to deploy these conversations, better engage clients, and how to change the standard business owner mindset.