Grow & Learn
Training & Certification
Enhance Your Planning Solutions and Expertise with Effective Techniques
This is not your average training program. Our goal is to empower you with invaluable knowledge and provide guidance on effectively utilizing the tools to achieve your goals.
BEI Training
BEI's training programs are widely recognized as the best in the nation. Whether you are looking for a comprehensive 10 hour or an intensive multi-month deep dive training experience, BEI has everything you need to hone your planning skills and increase your exit planning knowledge. Our expertly designed programs are tailored to meet the unique needs of business advisors at every stage of their careers, providing invaluable insights and practical strategies that you won't find anywhere else. With BEI, you'll have access to a wealth of resources and support, including industry-leading experts, cutting-edge research, and a vibrant community of like-minded professionals. So why wait? Join the thousands of successful business advisors who have made BEI their go-to source for world-class exit planning education and training.
Boot Camp
Build a foundation of knowledge-
Effectively market Exit Planning services to existing and prospective clients
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Engage business owners using tools supported by factual next steps
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Create comprehensive, owner-centric Exit Plans
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Lead or participate in Exit Planning Advisor Team
Advanced Exit Planning Training
Expanding your knowledge-
The program's 14 modules provide a broad understanding of exit planning through diverse topics, from setting goals to estate planning techniques.
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Participants benefit from seven virtual calls that emphasize peer collaboration through discussions on concepts and case studies.
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Delivered entirely online, the program enables flexible and convenient learning via an educational delivery platform
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Each module features a multiple-choice exam, allowing participants to assess and solidify their advanced exit planning knowledge.
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By covering areas like business value and ownership transitions, the program offers practical strategies applicable to diverse business scenarios.
Certification
Become a thought leader-
The Exit Planning Certification provides valuable knowledge for understanding and solving the unique challenges that business owners face when planning their exit strategies.
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Elevate your practice by enabling you to approach exit planning from fresh, strategic perspectives.
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Collaborate with other professionals, fostering partnerships that lead to comprehensive, mutually beneficial solutions for business owners.
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Achieving certification demonstrates your commitment to staying at the forefront of your profession and reinforces your role as a thought leader.
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Certification ultimately helps you better represent business owners and meet their specific goals, building stronger client relationships and trust.
