CExPCertified Exit Planner
- Credentials (Letters): CExP
- Credentials (Full Name): Certified Exit Planner
- Type of Knowledge: unknown
- Sponsor for Credential: Business Enterprise Institute, Inc.
- Sponsor/Credential Website: https://www.exitplanning.com/solutions/training/cexp-certification
Program Information
- Prerequisites: Valid Professional designation including CPA, JD, CFP, CLU, CFA, MBA or other BEI approved designation. Introductory 2 day training program
- Curriculum: unknown
- Type of Study: Online, Self study 10 courses
- Estimated Completion Time: 100-120 hours of online and self study.
- Examination Requirements: 10 online course exams and completion of 2 sample Exit Plans using BEI's Exit Plan creation software
- Continuing Education Requirements: 30 hours every 2 years
Investor Functions
- Advisor Look-Up: none
- Investor Education: none
- Telephone: unknown
- Email: unknown
- Additional Comments: Disclaimer: Since the time of this update, certification information may have been updated without our knowledge.