RBC: Exit Planning Core Knowledge Program

Designed in collaboration with RBC Wealth Management, the Exit Planning Institute® (EPI) has produced a a structured educational partnership designed to empower RBC advisors with a foundational understanding of exit planning through the lens of the Value Acceleration Methodology™.

By equipping advisors with actionable knowledge, proven frameworks, and real-world application strategies, this program enhances advisor confidence and competence—enabling them to engage in deeper, more impactful conversations with business owners and position themselves as trusted transition planning specialists.