Maintain Your CeXP™ Certification
Stay current, stay credentialed, and stay ahead with continuing education designed for practicing exit planning professionals.
Why Renewal Matters
BEI’s certification program is more than just a credential; it’s a dedication to being the best in your field. Renewal demonstrates your ongoing pursuit of knowledge and your pledge to provide clients with the most up-to-date and effective strategies.
By renewing your certification, you’re investing in your professional growth and solidifying your position as a leader in the exit planning industry. It showcases your commitment to excellence and sets you apart as a trusted advisor.
01
Preserve Your Credential
Engage with a national network of advisors through forums, roundtables and member events to maintain your status.
02
Stay Competitive
Strengthen expertise as the industry evolves and standards advance
03
Signal Commitment
Show clients you’re dedicated to continuous professional growth
04
Learn Continuously
Access fresh insights, case studies, and advanced techniques
Renewal Requirements
Simple, straightforward requirements to maintain your CEXP™️ credential
Complete CE Credits
Required
30 credits required per 2 years Participate in approved learning activies throughout the year. BEI and non-affiliated events are eligible.
Pay Annual Dues
Required
Annual $200 USD Required each year to maintain active status.
Ethics Commitment
Required
Annual Acknowledge adherence to BEI professional standards
Practice Documentation
Recommended
As needed Demonstrate ongoing practice in exit or business planning.
2,000+
Trusted Advisors
25+
Years in Exit Planning
4k+
Advisory Plans Supported
Trusted by leading advisors and partner organizations
Earn CE credits through multiple options available to BEI members and non-members.
BEI Members
Membership Advantage: Access CE-eligible programs and events through the BEI Member Portal.
Members can earn CE credits by:
- Attending National Technical Web Conferences and Coaching Calls
- Participating in monthly BEI training programs
- Attending BEI chapter meetings
- Attending the BEI National Conference
- Accessing on-demand BEI training videos
- Accessing BEI National Conference recordings
All CE-eligible programs and events for members are available through the BEI Member Portal.
Non-Members
Earn CE credits through CE-eligible BEI events or with a BEI membership.
Non-members can:
- Register for CE-eligible BEI events
- Purchase BEI National Conference recordings (Eligible for up to 15 CE credits)
- Purchase any BEI membership, including Chapters.
Submit Your CE Credit
To maintain your CExP™ designation, you must complete 30 CE credits every two years.
At least 15 credits must come from BEI programs. Submit Submit CE credits once every two years, during your CE reporting year. For example, if 2025 is your reporting year, submit programs completed in 2024–2025 by December 31, 2025.
How to Submit
- Complete the submission form
- Fill out and upload the CE tracking spreadsheet
- Upload supporting CE documents
- Submit all programs at one time, if possible
Important
- Submissions must be made through the form
- Email submissions are not accepted
Here’s a link to our client success team who can answer questions: support@exitplanning.com
CE Credit Submission Form
What Advisors Say About BEI
Hear from professionals who’ve transformed their practice with BEI’s exit planning methodology
Frequently Asked Questions
Get answers to common questions about BEI’s programs and methodology
Business exit planning is a proactive process that helps business owners grow business value and prepare for a future transition, whether that exit is soon or years away. It aligns business, financial, and personal goals to build a stronger, more transferable company. Any owner who wants to increase value, reduce risk, or eventually transition their business can benefit from exit planning, from those preparing for a sale to those focused on long-term growth and continuity.
No. Certification is not required to use BEI’s tools or deliver business and exit planning services. Many advisors, however, choose to pursue the CExP™ credential to strengthen their credibility and deepen their expertise.
No. BEI serves advisors, attorneys, CPAs, insurance providers, consultants, and financial professionals who work with business-owner clients. It is for professionals who want a clear, credible way to guide owners through business transitions and value growth.
The CExP™ certification is designed for advisors who want a deeper, more hands-on approach to business and exit planning. While CEPA provides a strong educational foundation, the CExP™ focuses on practical application using BEI’s proven planning processes, tools, and advisor support. CExP™ credential holders learn not only the concepts of exit planning, but how to implement a repeatable planning process with real clients.
Access enterprise-grade planning software, proven templates, and ongoing support—everything you need to deliver exceptional business planning efficiently.
The full certification pathway can be completed in as little as three months, depending on your pace. Each stage—Boot Camp, advanced exit planning (AExP), and CExP™— has generous completion windows, with most advisors having up to a year to finish the program.
Full access to BEI’s tools comes with membership, but we do offer training programs that don’t require joining. The best way to explore your options is a conversation with our team—we’ll help you determine the right starting point.