The CExP™ Roadmap: A Structured Path to Exit Planning Certification
The Certified Exit Planner (CExP™) designation is more than a credential—it’s a comprehensive roadmap.
Become a Certified Exit Planner with BEI’s Proven Training Path
BEI’s Certified Exit Planner (CExP™) designation is the industry’s most trusted credential for advisors who want to lead business owners through a proven Exit Planning process. Our Exit Planning certification program includes a structured learning path—from foundational training to advanced strategy—to help you become a confident and capable Exit Planning professional.
Key Components of the CExP™ Roadmap:
1
Foundation Building
Begin with the Exit Planning Boot Camp to grasp the essentials of owner-centric Exit Planning.
2
Advanced Strategies
Progress to the Advanced Exit Planning Series (AExP) to delve deeper into complex planning scenarios and solutions.
3
Certification Achievement
Culminate your training by passing the CExP™ Designation Exam, demonstrating your expertise and commitment to excellence in Exit Planning.
Advance Your Practice with the Nation’s Leading Exit Planning Training
BEI’s training programs are nationally recognized for their depth, structure, and real-world application. Whether you’re starting with the Exit Planning Boot Camp or advancing through the Advanced Exit Planning Series and CExP™ Designation Exam, each step builds on the last—offering a progressive path to deepen your Exit Planning expertise. While you are not required to complete all three, each course must be taken in sequence to ensure a solid foundation.
From practical strategies to expert instruction and a supportive community of like-minded professionals, BEI equips you with the tools and confidence to lead business owners through the Exit Planning process. Join the thousands of advisors who rely on BEI for the industry’s most trusted Exit Planning education and certification.
The Complete BEI Training Roadmap: Learn, Apply, Certify
Exit Planning Boot Camp
Exit Planning foundations-
Four days of intensive virtual training
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Learn the fundamentals of BEI’s proven Exit Planning process
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Gain confidence in marketing Exit Planning to clients and prospects
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Use expert tools to engage business owners and drive next steps
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Create customized, actionable Exit Plans
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Lead or collaborate within a multidisciplinary advisor team
Advanced Exit Planning Series (AExP)
Expand your Exit Planning knowledge-
Builds on concepts introduced in the Exit Planning Bootcamp
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14 flexible virtual sessions that deepen your planning expertise
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Explore advanced topics—from business continuity to estate planning strategies
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7 interactive case study sessions to apply concepts with peers
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Integrated assessments to reinforce and measure your progress
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Practical, real-world strategies to enhance client outcomes and grow your practice
CExP™ Designation Exam
Put your knowledge to the test and earn your certification-
Nationally recognized CExP™ (Certified Exit Planner) credential
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Deepen business-owner client relationships
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Transition from product sales to strategic advising
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Reinforce your role as a thought leader in Exit Planning
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