Continuing Education Courses Phoenix Az January 2019
Certified Exit Planning Advisor Program
PHOENIX, AZ
The Certified Exit Planning Advisor (CEPA) Program is a five-day executive MBA-style program that trains and certifies qualified professional advisors in the field of exit planning. Developed and taught by a diverse team of over 15 nationally-recognized experts, the CEPA program offers attendees an innovative learning experience, performance-enhancing resources, and the strategic insights and tools to help them advance their practice in a transitioning marketplace.
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The Most Accepted & Endorsed Exit Planning Program in the World
Participants who successfully complete the CEPA program and pass the closed book proctored exam receive the Certified Exit Planning Advisor (CEPA) credential and earn up to 34 continuing education credits with twelve major professional associations.
Unsure if you qualify for the CEPA designation?See Applicant Criteria Now.
Applicant Criteria
To qualify for the CEPA® designation, you must meet the minimum professional and education experience required.
Professional Experience Requirement:
Five years or more, full-time or equivalent, experience working directly with business owners as a financial advisor, attorney, CPA, business broker, investment banker, commercial lender, valuation advisor, estate planner, insurance professional, business consultant or a similar professional capacity.
Education Requirement:
Bachelor's degree or equivalent from a qualifying institution. Note: Applicants without a qualifying degree must submit additional professional work experience.
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"You want to have the best credentials in the industry."
-Vincent Mastrovito, CEPA Class of 2017
How has the CEPA program benefited other professional advisors like you? This top-rated professional development program has been described as "far superior to other programs" and "more than a glitzy marketing tool." As an education company dedicated to bringing you the best content and training in the industry, we strive to deliver an unmatched experience that will "supercharge your practice" and give you a competitive edge in a changing marketplace. We invite you to join the CEPA community and experience the impact of our best-in-class education, thriving local, national, and global network, and ongoing practice support.
Exit planning is a core competency for advisors of the future. If you work with business owners today, becoming a CEPA will benefit your practice regardless of your specialized discipline. Register today.
Earn Up to 34 Hours of Continuing Education Credits
Earn CE Credits Now
EDUCATION CREDITS
APPROVED BY 12 MAJOR ORGANIZATIONS
- Certified Public Accountants (CPAs) – 32.5 hours of CPE credit
- Certified Valuation Analysts (CVA) – 32 hours of CPE credit
- Master Analyst in Financial Forensics (MAFF) – 32 hours of CPE credit
- Certified Business Appraisers (CBA) – 32 hours of CPE credit
- Certified Mergers & Acquisitions Advisors (CM&AA) – 34 hours of CPE credit
- Certified Financial Planners (CFP®) – 17 hours of CPE credit
- Certified Business Intermediaries (CBI) – 10 hours of CPE credit
- Certified Investment Analysts (CIMA®) – 30 hours of CPE credit
- Certified Private Wealth Advisors (CPWA®) – 30 hours of CPE credit
- Certified Investment Management Consultant (CIMC®) – 30 hours of CPE Credit
- American Society of Appraisers (ASA) – 18 hours of CPE credit
- Merger & Acquisition Master Intermediaries (M&AMI) – 10 hours of CPE credit
IMCA® has accepted the "Certified Exit Planning Advisor" Program for 30 hours of CE credit towards the CIMA®, CIMC®, and CPWA® certifications.
Official 'Exit Planning' Definition:Exit planning combines the plan, concept, effort, and process into a clear, simple strategy to build a business that is transferable through strong human, structural, customer, and social capital. The future of the business owner, his/her family, and the business itself are addressed by exit planning through creating value today.
Exit planning is not just a plan. It is a strategy rooted in execution that grows value while expanding options so that an owner can transition the business on his/her terms when they are ready. It aligns the business, personal, and financial needs of the owner. Certified Exit Planning Advisors (CEPA) are educated on how to create and communicate all of the exit options available to an owner. Being versed in the Value Acceleration Methodology enables an advisor to enter an engagement with an exit-option-agnostic perspective as to truly serve the business owner's diverse needs. During and post-program, CEPAs collaborate with a seasoned, multi-disciplinary team of professionals to support the success of the business owner and use each other's specialties and expertise to the benefit of the project. Want to get ahead on your pre-reading? Download the Value Acceleration Methodology origin story and case study now.
Download 'The Perfect Exit' Chapter
To ensure the best learning experience possible, Exit Planning Institute (EPI) hosts the five-day CEPA program at premier learning centers with convenient high-quality hotel accommodations across North America. The 2019 Arizona CEPA Program is hosted at the luxurious Marriott Resort Phoenix Tempe at The Buttes. Aside from offering attendees premier hospitality and accommodations, Marriott Resort Phoenix Tempe at The Buttes is a quick commute to nearby amenities, restaurants, and more to ensure your week at CEPA is rewarding intellectually and personally.
Marriott Resort Phoenix Tempe at The Buttes
- Address: 2000 W Westcourt Way, Tempe AZ 85282
- Phone: (602) 225-9000
- Special Group Rate for CEPA Attendees: $229/night *Rate expires March 8 (or when room block fills)
Room Rate
Recommended Airport: Phoenix Sky Harbor International Airport (PHX)
- 3400 E Sky Harbor Blvd. Phoenix, AZ 85034
- Distance from Hotel: 7 min (3.9 miles)
Source: https://exit-planning-institute.org/events/event/certified-exit-planning-program-2019-april-phoenix-arizona/
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