CExP™ Renewal Requirements at a Glance
Requirement
Details
Annual Fee
$250 per year (waived in year of initial certification)
Continuing Education (CE)
30 credit hours required every two years
CE Reporting Period
Even or odd years, depending on certification year
Accepting CExP™ Continuing Education (CE) submission and 2025 renewal payment.
Scroll down for Submission Requirements
2024 BEI Exit Planning Conference Videos
$995.00
The 2024 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
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. This ensures you stay up to date with the latest strategies, tools, and ethics in Exit Planning.
Important Dates
Deadline:
The renewal fee is due by January 31.
Renewals submitted between February 1 and March 31 will incur a $50 late fee.
If your renewal is not received by March 31 your designation will be suspended.
Submission Details
If you submit your CE in EVEN-NUMBERED years, click the “Submit CE Programs” button to submit programs you’ve attended.
CE submissions via email will not be accepted. The submission form is required and we ask that you submit all programs at one time, if possible.
CE Submission Period
The deadline for those who report CE in EVEN YEARS to submit all required CE programs for credit is December 31, 202$. 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 2023 and 2024
BEI CExP™ Continuing Education Qualifying Programs
Earning CE Credits Without a BEI Membership
If you are not a BEI Member but would like to complete BEI educational programs for CExP™ Continuing Education (CE) credits, you have access to qualifying programs.
CExP™ Continuing Education Qualifying Programs
- 2025 BEI National Conference (September 23–24, 2025)
- 2024 BEI National Conference –
purchase videos for $995
– 15 credits - 2023 BEI National Conference – purchase videos by
contacting Client Success – 15 credits - Pre Conference Workshops (in-person only) – 6.5 credits
- BEI Owner Based Planning Training – 7 credits
- BEI Chapter Membership (formerly Associate Membership) – Up to 1 credit per month during the reporting period
- BEI Training Videos available to qualified members at ExitPlanning.com –
50 minutes = 1 credit
Video titles and durations must be submitted via the CE submission form.
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.
