CExP™ Certification – Tailored for Royal Bank of Canada Advisors
Why RBC Advisors Choose CExP™
- RBC-Approved Training: Our CExP™ program is recognized by RBC for advisor professional development.
- Client-Centric Expertise: Distinguish your advisory practice with deep expertise in Exit Planning strategies that resonate with business owners.
- Enhanced Credibility: Elevate your position and win trust faster with official CExP™ status.
CExP™ Roadmap for Royal Bank of Canada Advisors:
1
Exit Planning Boot Camp
Begin with the Exit Planning foundations to grasp the essentials of owner-centric Exit Planning.
2
AExP (Advanced Exit Planning) Series
Delve deeper into complex planning scenarios and solutions with advanced planning topics, case studies, and real-world strategy analysis.
3
CExP™ Certification Exam
CExP™ Certification Process Details:
Exit Planning Boot Camp
Foundations of Exit Planning
- Learn the fundamentals of BEI’s proven Exit Planning process
- Self-paced online course ~4 days
- Gain confidence in marketing Exit Planning to clients and prospects
- Use expert tools to engage business owners and drive next steps
- Create customized, actionable Exit Plans
- Lead or collaborate within a multidisciplinary advisor team
Advanced Exit Planning Series (AExP)
Deeper Insights and Real-World Exit Planning Strategies
- Builds on concepts introduced in the Exit Planning Bootcamp
- Bi-weekly in-person or virtual sessions with 40-60 hours of self-paced learning over 6 weeks
- Explore advanced topics—from business continuity to estate planning strategies
- 7 interactive case study sessions to apply concepts with peers
- Integrated assessments to reinforce and measure your progress
- Practical, real-world strategies to enhance client outcomes and grow your practice
CExP™ Certification Exam
Put Your Knowledge to the Test and Earn Your Designation
- Nationally recognized CExP™ (Certified Exit Planner) credential
- Self-paced online essay exam — 20-40 hours
- Deepen business-owner client relationships
- Transition from product sales to strategic advising
- Reinforce your role as a thought leader in Exit Planning
CExP™ Certification Pricing
CExP™ Training & Certification Package
All Inclusive Roadmap to Get Your Certified Exit Planner Credential-
Access to all three certification components: Exit Planning Bootcamp, AExP (Advanced Exit Planning Series), and CExP™ certification exam
-
Combination of online & virtual courses
-
Ongoing support and peer collaboration
-
Earn your nationally recognized CExP™ (Certified Exit Planner) credential in as little as two months
Stand Out as a Trusted Royal Bank of Canada Advisor with your CExP™ Exit Planner Certification
BEI’s training programs are nationally recognized as the gold standard in Exit Planning education. Whether you’re looking to add business succession planning to your wheelhouse, or want to become a leader in the industry, we’re here to help you on your journey.
There’s more after certification.
RBC Advisors who earn their CExP™ and join BEI as members unlock the full potential of Exit Planning. Membership includes a comprehensive suite of engagement tools, customizable deliverables, and ongoing coaching from a network of experienced professionals. Everything we teach is built for real-world use—giving you the resources to implement, succeed, and turn your expertise into revenue.
More Professional Insights from BEI
Exit Planning Articles
Maximize Business Value with Owner Based Planning
In today’s dynamic business environment, strategic planning is more critical than ever. Owner Based Planning provides a robust framework that
Exit Planning Is a Whole-Person Journey
How to recognize and respond to the emotional roadblocks owners face when planning their exits. Most advisors know this moment
Advisor’s Guide to Entering the Exit Planning Marketplace
Core Insights Breaking Through: How to Overcome Barriers in the Exit Planning Market Last week, we explored the common roadblocks
