Why RBC Advisors Choose BEI's CExP™ Certified Exit Planner Credential
- RBC-Approved Training: Our CExP™ program is officially recognized by RBC for advisor professional development.
- Client-Centric Expertise: Distinguish your advisory practice with deep expertise in Exit Planning strategies that resonate with business owners.
- Enhanced Credibility: Elevate your position and win trust faster with official CExP™ status.
CExP™ Roadmap for Royal Bank of Canada Advisors:
1
Exit Planning Boot Camp
Begin with the Exit Planning foundations to grasp the essentials of owner-centric Exit Planning.
2
AExP (Advanced Exit Planning) Series
Delve deeper into complex planning scenarios and solutions with advanced planning topics, case studies, and real-world strategy analysis.
3
CExP™ Exit Planning Certification Exam
Culminate your training by passing the CExP™ Designation Exam, demonstrating your expertise and commitment to excellence in Exit Planning.
CExP™ Certification Process Details:
1. Exit Planning Boot Camp
Foundations of Exit Planning
- Learn the fundamentals of BEI’s proven Exit Planning process
- Self-paced online course ~4 days
- Gain confidence in marketing Exit Planning to clients and prospects
- Use expert tools to engage business owners and drive next steps
- Create customized, actionable Exit Plans
- Lead or collaborate within a multidisciplinary advisor team
2. Advanced Exit Planning Series (AExP)
Deeper Insights and Real-World Exit Planning Strategies
- Builds on concepts introduced in the Exit Planning Bootcamp
- Bi-weekly in-person or virtual sessions with 40-60 hours of self-paced learning over 6 weeks
- Explore advanced topics—from business continuity to estate planning strategies
- 7 interactive case study sessions to apply concepts with peers
- Integrated assessments to reinforce and measure your progress
- Practical, real-world strategies to enhance client outcomes and grow your practice
3. CExP™ Certification Exam
Earn Your Certified Exit Planner Designation
- Nationally recognized CExP™ (Certified Exit Planner) credential
- Self-paced online essay exam ~ 20-40 hours
- Deepen business-owner client relationships
- Transition from product sales to strategic advising
- Reinforce your role as a thought leader in Exit Planning
CExP™ Certification Pricing
CExP™ Education & Exit Planner Certification
All Inclusive Roadmap to Get Your Certified Exit Planner Credential-
Access to all three certification components: Exit Planning Bootcamp, AExP (Advanced Exit Planning Series), and CExP™ certification exam
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Combination of online & virtual courses
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Ongoing support and peer collaboration
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Earn your nationally recognized CExP™ (Certified Exit Planner) credential in as little as two months
Stand Out as a Trusted Royal Bank of Canada Advisor with your RBC-Approved CExP™ Exit Planner Certification
BEI’s training programs are nationally recognized as the gold standard in Exit Planning education. Whether you’re looking to add business succession planning to your wheelhouse, or want to become a leader in the industry, we’re here to help you on your journey.
There’s more after certification.
RBC Advisors who earn their CExP™ and join BEI as members unlock the full potential of Exit Planning. Membership includes a comprehensive suite of engagement tools, customizable deliverables, and ongoing coaching from a network of experienced professionals. Everything in our Exit Planning curriculum is built for real-world use—giving you the resources to implement, succeed, and turn your expertise into revenue.
Meet your RBC representative, Sheryl Kaplan.
Give her a call or email her — Sheryl would love to help you get started!
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