Royal Bank of Canada Advisors – Earn your Approved CExP™ Certified Exit Planner credential with BEI.
Gain the structured training, comprehensive tools, and expert support to guide RBC clients through strategic Exit Planning. RBC advisors qualify for discounted pricing when you sign up for BEI’s CExP™ certification program.
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.
Your Roadmap to Certified Exit Planner (CExP™) Certification for Royal Bank of Canada Advisors
1
BEI Exit Planning Boot Camp
2
CExP™ Exit Planning Course
3
CExP™ Exam
CExP™ Certification Pricing for Royal Bank of Canada Advisors
Certified Exit Planner (CExP™) Designation Package
6495
- ✓ BEI Exit Planning Boot Camp
- ✓ CExP™ Exit Planning Course: in-depth training on succession, tax, continuity, and value growth strategies
- ✓ CExP™ Exam: case-based assessment to demonstrate expertise and earn certification
- ✓ Access to BEI resources, planning tools and advisor community
- ✓ Recognition as a Certified Exit Planner (CExP™)
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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