Certified Exit Planner Designation


Discounts available for BEI Licensed Members. For more information on prerequisites and continuing education, check out ourĀ Training Program Details.

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.


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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.