Training and Certification

Enhance Your Planning Solutions and Expertise with Effective Techniques

This is not your average training program. Our goal is to empower you with invaluable knowledge and provide guidance on effectively utilizing the tools to achieve your goals.

Expand Planning Solutions with Proven Techniques

As a trusted advisor, you already possess the necessary technical skills to assist business owners in various aspects of owner-based planning. However, by acquiring additional knowledge in Exit Planning, you will be equipped with even more expertise to confidently answer questions and identify lucrative planning opportunities for your clients. By implementing the proven strategies taught in the BEI Certification Program, you can actively engage with your clients and provide them with comprehensive planning solutions that will enable them to successfully achieve their goals. This BEI program is designed with you in mind. Whether you complete all three steps to certification or begin with just the Exit Planning Boot Camp, you will gain the knowledge to assist your business owner clients right away.

Owner-Based Planning Training

We are excited to announce that BEI is developing a new training program to support advisors that aligns with our new Engagement License. This training aims to showcase effective strategies and tools for engaging owners in planning, even if they are not solely focused on Exit Planning. Our goal with this training is to enable you in implementing your core service offerings more efficiently while assisting owners in initiating the planning process.

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