EPI Academy Two-Course Pack
Courses included in this pack:
Conducting Effective Client Workshops: What's the difference between a "workshop" and a "meeting?" Join EPI CEO, Chris Snider, as he shows professional business advisors how to use workshops (not meetings) as an effective tool to manage clients through the Value Acceleration MethodologyTM.
Value Growth Case Study: Join veteran CEPA, Sean Hutchinson, as he looks to provide you with a better understanding of how the Value Acceleration process can play out, utilizing a case study that illustrates in real time what to look for and how to prepare.
Upon completion of these courses, you will be eligible for up to the following amounts of CE hours: EPI: 8 | CPE: 6.5 | CFP®: 3.5
Receive both courses listed above for one discounted price. The perfect pair for Certified Exit Planning Advisors who are looking to expand their understanding of Value Acceleration.