This Advanced Exit Planning Series is the second in a three part professional education process leading to certification from the best known Exit Planning organization. Completing the Advanced Exit Planning Series is critical to providing comprehensive Exit Planning services to the business owning community. The primary goal of the BEI certification program is to provide advisors with information that will serve as a solid foundation for your professional Exit Planning endeavors, whether or not you plan to pursue the full certification in Exit Planning from BEI.

This series covers the following topics in more detail than BEI’s Exit Planning Fundamentals program (Exit Planning Boot Camp):