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INTRODUCING

CEPA CONNECT LOGO

Welcome to the ultimate online community designed exclusively for Certified Exit Planning Advisors.

Connect with peers, gain fresh insights, sharpen your expertise, and improve the rate of successful transitions.

Credentialed Plus Benefits

  • Actively Hold the CEPA Designation
  • Access to EPI and CEPA Logos
  • Knowledge of Value Acceleration Methodology
  • Access to EPI Content Portal
  • Implementing the 120-Day CEPA Playbook Course
  • CEPA Think Tank
  • Access to Marketing Tools
  • Professional Development
  • Monthly Member Round Up

Connect. Learn. Lead.

"The CEPA community has been a game-changer for my practice. The depth of knowledge shared, the immediate access to specialized insights, and the collaborative spirit of my peers have directly led to more impactful client engagements and significantly grown my referral network. It's more than a forum; it's an indispensable extension of my advisory team."

Sarah Chen

CEPA Founder, Apex Advisory Group

"The CEPA community has been a game-changer for my practice. The depth of knowledge shared, the immediate access to specialized insights, and the collaborative spirit of my peers have directly led to more impactful client engagements and significantly grown my referral network. It's more than a forum; it's an indispensable extension of my advisory team."

Sarah Chen

CEPA Founder, Apex Advisory Group

"The CEPA community has been a game-changer for my practice. The depth of knowledge shared, the immediate access to specialized insights, and the collaborative spirit of my peers have directly led to more impactful client engagements and significantly grown my referral network. It's more than a forum; it's an indispensable extension of my advisory team."

Sarah Chen

CEPA Founder, Apex Advisory Group

WANT MORE INFO?

Have questions about CEPAconnect or need assistance? Reach out to our team, and we'll be happy to help.

CEPA CONNECT LOGO

Want to Connect on the go? Get the App.

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