Certified Exit Planner

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CExP™ Certification

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. A BEI Exit Planning License is not required to complete the CExP course, but it is recommended to enhance your Exit Planning advisor services.

SEE WHAT PEOPLE ARE SAYING

Although I have grown to expect high caliber materials and support from BEI, the CExP program far exceeded my own high expectations. The content, the presentation format, the challenge of the test, the case studies, all flowed together to enhance my own knowledge across every step of the Exit Planning process.

- Don Burzen, Buy-Side consultant, Consultant; Positive Exits

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

All nine modules of The Advanced Exit Planning Series must be completed within the 12 months prior to taking the case study exams.

Register for CExP Certification

Want to get started with CExP?

Have questions before getting started? Schedule a meeting with BEI or Contact Us

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