Practice Management Bundle (EPI Academy)

Practice Management Bundle (EPI Academy)

The Practice Management Bundle is a collection of four strategic EPI Academy courses designed to empower you with the essential skills and insights needed to excel when looking to implement exit planning and Value Acceleration into your advisory practice.

Immerse yourself in each course, enriched with real-world scenarios, practical case studies, and actionable insights that seamlessly enhance your implementation efforts. Whether you want to start your own exit planning practice, or just expand services offered in your already established practice, these courses will set you on the right path.

Upon completion of each course, you will be eligible for up to the following amounts of CE hours: EPI: 15 | CPE: 4.5 | CFP®: 2

Package includes the following EPI Academy courses:

• Practice Launch Lite: This course helps exit planning advisors create action plans to implement exit planning services into an existing or standalone firm. Join Scott Snider, President of the Exit Planning Institute, as he shows advisors how to navigate and use the CEPA® Platform offered by EPI, ideas on how to create awareness and drive new business, and how the value of being a part of EPI can generate new business for you when properly utilized. (EPI Hours: 4)
  
• Accelerate Your Exit Planning Practice: During this course, presenter Julie Keyes (value advisor, author, podcaster, and award-winning CEPA), will take you through everything she has learned and experienced in building her own exit planning practice. Giving you a better understanding of key areas to focus on in order to implement these strategies and systems into your own business.  (EPI Hours: 4 | CPE Hours: 2.5)
• Conducting Effective Client Workshops: What's the difference between a "workshop" and a "meeting?" This course was designed to show professional business advisors how to use workshops (not meetings) as an effective tool to manage client's through the Value Acceleration Methodology^TM. (EPI Hours: 4)
• Implementing Value Acceleration as a Financial Advisor: 

  As a financial advisor, you may be asking yourself how you can begin to incorporate the Value Acceleration Methodology^TM into what you do as a fiduciary for your clients, and your own practice. This course provides you the knowledge on how to do just that. (EPI Hours: 3 | CPE Hours: 2 | CFP® Hours: 2)