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Certified Exit Planning Advisor Program

July 31, 2017
8:00 am
University of San Francisco Downtown Campus

Exit Planning Institute, the premier provider of education, networking, professional development, and tools for exit planning professionals worldwide, will host its 2017 Certified Exit Planning Advisor Program in San Francisco. The Certified Exit Planning Advisor (CEPA) Program, created in 2007, is the only program of its kind. Developed by nationally recognized experts in the field of exit planning, this four-day, executive, MBA-style program is taught by a faculty of nationally recognized experts in their respective fields. The CEPA Program is not only the most widely accepted and endorsed professional exit planning program in the world, but also offers professionals an innovative learning experience, performance-enhancing resources, and the strategic tools to help them advance their exit planning practice. Exit Planning Institute delivers interactive education and training, performance-enhancing resources and strategic tools designed to enhance the exit planning profession. As the only exit planning organization that connects educated owners with advisors on a platform, Exit Planning Institute’s chapter network is unlike any other, with outreach extending nationally while providing platforms for experts not currently offered by similar organizations. Guests will not only learn valuable and strategic tools to help advance their exit-planning practice, but will also learn the Value Acceleration Methodology Program™, created and developed by CEO, Chris Snider. Attendees will learn more about the “three legs of the stool” and how to creates a Master Plan which integrates business, personal, and financial goals into their exit strategy. Participants who successfully complete the CEPA program and pass the closed book proctored exam will receive the Certified Exit Planning Advisor/CEPA credential.


University of San Francisco Downtown Campus

835 Market St, San Francisco, CA 94103, United States

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