Training Program Details

Our three-step training and education process uses advanced learning strategies, exposing you to technical and strategic planning concepts. Each step provides you with the core knowledge to elevate your skill and capability as an Exit Planner. We teach you how to ask the right questions and deliver the best solutions for your clients.

Registration for all BEI Training Programs can be accessed through BEI Training.

Exit Planning Boot Camp

Prerequisite/Advance Preparation: None
CE Credits Available: 5.5 CFP / 9.5 CPE
Time Commitment: 10 hours live video instruction/discussion; 2 hours review and preparation
Technology/Equipment Required: Zoom video meeting capability, including participation via webcam with microphone; Adobe Acrobat Reader to access PDF files; internet connection that supports audio and video; PC/Mac/Tablet hardware (up to date with most recent operating system)

CFP Board Program ID: 199696
Description: This two-day intermediate to advanced program not only helps advisors identify opportunities for growing their business through Exit Planning, but it also provides in-depth training and a proven systematic process for helping clients successfully exit their businesses.
Learning Objectives: Engage business owners using Emotional Decision Making Tools supported by factual next steps. Create comprehensive, owner-centric Exit Plans. Lead or participate in Exit Planning Advisor Teams.
Primary Principle Knowledge Topic: Retirement Tax Planning (3.5), Retirement Savings and Income Planning (1),
Estate Planning (1)
Field of Study: Taxes (2.0), Communications and Marketing (1.5), Management Services (1.0), Business Management
& Organization (1.0), Specialized Knowledge (Exit Planning for Business Owners) (4.0)
Level of Complexity: Overview
Method of Delivery: Group Live (Internet Based)

DOWNLOAD BOOT CAMP HANDBOOK

Advanced Exit Planning Series

Prerequisite: Exit Planning Boot Camp
CE Credits Available: 19.5 (across 13 Modules) CFP and CPE
Time Commitment (Estimate): 15 hours live video instruction/discussion; 20  hours self-study
Technology/Equipment Required: Zoom video meeting capability, including participation via webcam with microphone; Adobe Acrobat Reader to access PDF files; internet connection that supports audio and video; PC/Mac/Tablet hardware (up to date with most recent operating system)

There are 14 Modules, 13 of which include a Module Exam. Each Module Exam allows two attempts. A score of at least 70% is required in order to pass a Module Exam. Each Module is considered an independent "course" for CE/CPE purposes. More details about each Module can be found in the Handbook.

DOWNLOAD ADVANCED EXIT PLANNING HANDBOOK

DOWNLOAD ADVANCED EXIT PLANNING CE CREDIT DETAILS

CExP Certified Exit Planner Program

Prerequisite: Advanced Exit Planning - pass all Module Exams
CE Credits Available: N/A
Time Commitment (Estimate): 10 - 15 hours
Technology/Equipment Required: Adobe Acrobat Reader to access PDF files; strong internet connection; PC/Mac/Tablet hardware (up to date with most recent operating system)

DOWNLOAD CExP HANDBOOK

View our Cancellation and Refund Policy here. It applies to all BEI Training programs.

Business Enterprise Institute, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CE and CPE credits have been granted based on a 50 minute hour.

National Registry of CPE Sponsors ID: 109178
CFP® Sponsors ID: 3059