Become a Certified Exit Planner (CExP™) or Build Your Foundation with a BEI Boot Camp

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 business Exit Planning process. Whether you’re building your foundation with one of BEI’s On-Demand Exit Planning or Owner Based Planning Boot Camps or pursuing full certification through the CExP™ pathway, we provide a structured learning experience to help you become a confident and capable Exit Planning professional.

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Your Roadmap to Certified Exit Planner (CExP™) Certification

1 BEI Exit Planning Boot Camp

Begin with foundational training in business Exit Planning fundamentals.

2 CExP™ Exit Planning Course

Build expertise with in-depth training on succession, tax, continuity, and value growth strategies.

3 CExP™ Exam

Complete a case-based assessment to demonstrate your expertise and earn the CExP™ designation.

Business Exit Planning Training Programs: BEI On-Demand Boot Camps and Certified Exit Planner (CExP™) Certification

Owner Based Planning Bootcamp

Learn how to structure and deliver comprehensive owner based plans.

$
1495

✓ Learn the Three Spheres of Owner Based Planning
✓ Identify owner goals, readiness and planning opportunities
✓ Facilitate business planning focused conversations
✓ Use discovery guides and engagement tools to make product-focused recommendations

Exit Planning Bootcamp

Learn how to structure and deliver comprehensive business exit plans.

$
1495

✓ Learn The Seven Step Exit Planning Process™
✓ Apply the BEI Exit Planning framework
✓ Define advisor roles and collaborate as a planning team
✓ Use Exit Planning tools for plan design and delivery

Certified Exit Planner (CExP™) Designation Package

For advisors who want to go beyond the fundamentals and earn their Certified Exit Planner (CExP™) credential.

$
6495

✓ BEI Exit Planning Boot Camp
✓ CExP™ Exit Planning Course: in-depth training on succession, tax, continuity, and value growth strategies
✓ CExP™ Exam: case-based assessment to demonstrate expertise and earn certification
✓ Access to BEI resources, planning tools and advisor community
✓ Recognition as a Certified Exit Planner (CExP™)

Coming soon: Owner Based Planning Designation Package

World-Class Training That Drives Real Results

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.

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.

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