EPI Academy Bundle
Exit Planning Institute

EPI Academy Bundle

Regular price $865.00 Sale price $1,565.00 Unit price per
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You can help owners create strategies that will reduce risk, build value, and harvest wealth. Your credential is listed on your business card and you are ready for the floodgates to open… now what? Earning the CEPA Credential is the first step in mastering exit planning. Now is the time to build upon that knowledge with three new courses in our EPI Academy. Learn how to integrate exit planning in your advisory practice, market yourself effectively to potential clients, and implement exit planning into your everyday business model. 

Marketing for The Professional Advisor Masterclass:

  • Description: This five-part, on-demand, interactive masterclass arms you with clear techniques and strategic implementations to improve marketing and sales performance.
  • Style: Online / Self-Paced
  • Launching: Available Now!

Practice Launch Lite:

  • Description: Pre-Register for the virtual workshop with EPI leadership launching October 30. Utilizing real-life consulting and exit planning firm, Aspire Management, to show advisors how to implement exit planning into their practices.
  • Style: Online / Self-Paced
  • Launching: November 1, 2021

Implementing the 120-Day Playbook:

  • Description: Pre-Register for our Implementing the 120 Day Playbook interactive program. If implemented correctly, this playbook will allow you to integrate the process and concepts taught to you during your CEPA Program and better position you in your client networks and with your business owner prospects and clients.  
  • Style: Online / Self-Paced
  • Launching: Q1 2022