Grow & Learn
Training & Certification
Certified Exit Planning Designation
Gain essential knowledge for delivering comprehensive Exit Planning services to business owners
Obtaining the BEI Certified Exit Planner (CExP) designation is the final step to building your knowledge of comprehensive Exit Planning advisor services for the business owner community. Through training and rigorous testing, CExP professionals demonstrate they are qualified to provide skilled and professionally executed Exit Planning services.
Complete your mastery of Exit Planning
Is Exit Planning Certification appropriate for you and your practice?
- Do you represent business owner clients?
- Do you want additional knowledge to engage in planning and problem solving?
- Do you enjoy learning about and incorporating new planning techniques in your practice?
- Are you a thought leader within your profession?
The CExP Certification Process requires
- Openness to approaching planning to achieve the owner’s goals
- Willingness to work with other professionals toward mutual solutions for the business owner’s Exit Planning issues
- Allotment of time and resources
- Successful completion of exams and case studies
- Experience in representing business owners
The Advanced Exit Planning Series modules must be completed within the 12 months prior to taking the case study exams.
