CExP™ Renewal Requirements at a Glance
Requirement
Details
Annual Fee
$200 per year (waived in year of initial certification)
Continuing Education (CE)
30 credit hours required every two years. 15 must come from BEI or BEI educational programs.
CE Reporting Period
Even or odd years, based on initial certification year
Important Dates
All CExP™ designation holders must renew their certification each year by
paying the $200 annual renewal fee.
Deadline:
Renewal fees are due by January 31.
Renewals submitted between February 1 and March 31 will incur a $50 late fee.
If your renewal is not received by March 31 your designation will be suspended.
Scroll down for Submission Requirements
Scroll down for Submission Requirements
Accepting CExP™ Continuing Education (CE) submission and 2025 renewal payment.
Click Here to Download BEI Submission Spreadsheet Here
2025 BEI Exit Planning Conference Videos
$995.00
The 2025 BEI National Conference brought together leading minds, forward-thinking advisors, and successful entrepreneurs from across the business planning industry. Whether you missed the event or want to revisit the insights, these recordings give you on-demand access to the conversations and strategies that are shaping the future of exit planning.
BEI CExP™ Continuing Education Requirements and Submission Details
To maintain your Certified Exit Planner™ designation, you must complete a total of 30 credit hours of continuing education (CE) within each two-year reporting period. 15 of these credits, must come from BEI educational programs.
Submission Details
If you submit your CE in ODD NUMBERED years, click the “Submit CE Programs” button to submit programs you’ve attended.
CE submissions via email will not be accepted. The submission form is required and we ask that you submit all programs at one time, if possible.
CE Submission Period
The deadline for those who report CE in ODD YEARS to submit all required CE programs for credit is December 31. You must accrue 30 credit hours of CE programming in each two-year CE reporting period. At minimum, 15 of those credit hours must come from BEI educational programs. A maximum of 15 credit hours may come from other education providers if the programs are connected to Exit Planning for business owners (e.g., retirement planning, business valuation, business transactions). You may submit programs that you attended in 2024 and 2025
BEI CExP™ Continuing Education Qualifying Programs
If you are a BEI member (Planning,OBP, Marketing, Chapter)
As a BEI Owner Based Planning, Planning, Marketing member, you may earn CE credits through the following:
1. BEI Training Videos (available at Exitplanning.com
- A complete list of available training videos can be accessed through your member portal.
- Attending BEI NTWC and Coaching Calls Live or Recorded
- 50 minutes = 1 CE credit
- Earn up to 1 CE credit per month through ongoing training and program access.
- All Videos watched need to be submitted via the submission spreadsheet.
2. BEI Chapter Membership
Earn up to 1 CE credit per month during the reporting period by watching training videos or attending BEI Chapter Meetings
3. Attending 2024 or 2025 BEI National Conference
Earning CE without a BEI Membership (Non-Member CE Eligibility)
Non-members can earn CExP™ Continuing Education (CE) credits by purchasing approved BEI educational programs, including:
BEI Chapter Membership – Up to 1 CE credit per month during the reporting period
BEI Planning, OBP, or Marketing Membership-
Purchasing 2025 BEI National Conference recordings – 15 CE credits ($995.00)
All CE submissions are subject to review and approval. You will be notified within 30 days if additional information is required.
Questions?
If you have questions about CExP™ continuing education, BEI training, or certification renewal, please
contact BEI Client Success.