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Home / Page Build Expertise in Business & Exit Planning Learn BEI’s proven methodology through hands-on training designed for advisors who want to deliver world-class planning to business owner clients. Book A Demo Learn More World-Class Training That Transforms Your Practice​ BEI’s training programs fundamentally elevate how you serve business owner clients. Our structured curriculum combines proven frameworks, real-world applications, and expert instruction to give you the confidence and competence to lead high-value business and exit planning engagements. Start Your Journey Choose Your Planning Track BEI supports advisors across two complementary planning approaches Owner Based Planning Pre-exit value growth and operational readiness. Build company value for business owners before transition is on the table. Maximize business growth over time Build company value Prepare for future transition opportunities Exit Planning Transition ready and structured exit process. Help businesses navigate ownership transition with clarity and confidence Structure and execute transition strategy Enable clear communication and process discipline Ensure owner’s personal and financial goals What You’ll Achieve Through BEI Training​ Clear outcomes designed to strengthen how you plan, deliver and lead business and exit planning engagements. 01 A Repeatable Planning Framework​ Gain a clear, end-to-end approach for business and exit planning that brings structure to complex client situations. 02 Consistent, Confident Delivery Apply proven methodologies to deliver planning engagements with clarity, consistency and confidence. 03 Stronger Client Impact and Advisor Credibility​ Gain a clear, end-to-end approach for business and exit planning that brings structure to complex client situations. BEI’s Training Programs We offer both foundational and advanced programs for business and exit planning. Choose the path that’s right for you. Foundational OBP Bootcamp $1,495 Estimated time: 6 hrs Virtual on Demand 60-Day Completion Our training program covering BEI’s business value and growth practices Three Step Owner-Based Planning Process Discovery Guides & Engagement Tools Frameworks & Templates Completion Certificate CE Credit Available Register Now Foundational Exit Planning Bootcamp $1,495 Estimated time: 6 hrs Virtual on Demand 60-Day Completion Our flagship training program covering BEI’s complete Exit Planning BEI Seven Step Exit Planning Process™ Real-World Case Studies Frameworks & Templates Completion Certificate CE Credit Available Register Now Advanced CExP™ Planner $7,290 Flexible timing Virtual on Demand 1 year-completion Our three-stage pathway to earning the CExP™ credential Foundational + advanced courses in exit planning Valuation tools and planning frameworks Real-world case studies CExP™ exam & certification CE credit available Register Now Ready to Get Started? Join the next Bootcamp and start delivering business planning within 30 days. Book A Demo

About BEI – Learn About Business Enterprise Institute Empowering Business Advisors to Lead With Confidence BEI equips advisors with the tools, training, and community they need to guide business owners through their most important transitions. For nearly 30 years, we’ve helped professionals in Exit Planning and Owner Based Planning elevate their client relationships, grow their practices, and deliver real results. From proven frameworks and expert-led training to peer collaboration, planning tools, and hands-on guidance, everything we offer is designed to help advisors lead meaningful, results-driven engagements with business owners. Our History Our roots go back to 1977, when BEI founder, John Brown, began working with business owners as an estate planning attorney. Soon John realized that while plenty of advisors focused on managing wealth, no one was helping business owners plan for the biggest financial event of their lives: exiting their businesses. Determined to solve this problem, John developed what became the industry’s first structured Exit Planning process—tested and refined with hundreds of his own clients. Over time, he codified this approach into The BEI Seven Step Exit Planning Process™, laying the groundwork for what Exit Planning would become. In 1996, John founded BEI to empower other advisors to serve business owners with the same clarity, strategy, and long-term impact. His books—including How to Run Your Business So You Can Leave It in Style and Cash Out Move On—have sold hundreds of thousands of copies and remain foundational texts in Exit Planning. What started in a law office (and later, a garage stacked with pallets of books) has grown into a national network of advisors helping owners protect and realize the value of their life’s work. Today, BEI is led by CEO Fletcher Brown—the owner of that garage, who thought he was simply doing his dad a favor by accepting a “few boxes” of books… only to find a full pallet on his doorstep. Fletcher soon found himself packing and shipping books by the dozen, and eventually building his own advisory practice using BEI’s methodology. Under Fletcher’s leadership, BEI has evolved to meet the needs of modern advisors—offering advanced planning software, continuing education, and a collaborative community, all from our home base in sunny Denver, Colorado. At the heart of BEI is a simple belief: advisors change lives. We’re here to help them do that—with smarter tools, stronger strategies, and a shared commitment to helping business owners plan for what’s next. BEI Founder John Brown BEI CEO Fletcher Brown Mission We empower business advisors across industries to turn Exit Planning and Owner Based Planning insights into action—equipping them with the tools, strategies, and hands-on support to lead successful business transitions. Vision To create a future where every business owner is empowered to build the value of their company transitions on their own terms—guided by well-equipped, forward-thinking advisors. Our Partners At BEI, we believe collaboration drives impact. We’re proud to partner with organizations that share our commitment to helping business advisors succeed and business owners thrive. From corporate partnerships that extend our reach, to trusted professionals who support implementation, our partners play a vital role in expanding access to quality Exit Planning and Owner Based Planning solutions. Together, we’re building a stronger advisor community—one rooted in education, connection, and results. Strategic Partners Coming soon! Growth Partners Resource Partners How We Help Advisors Thrive At BEI, we equip advisors with the structure, tools, and support they need to confidently lead business owners through complex planning conversations. Whether you’re just getting started or looking to deepen your practice, our platform is built to meet you where you are—and help you grow. From certification and advanced training to marketing resources, planning software, and a connected advisor community, everything we offer is designed to support your success and elevate the value you deliver to your clients. Become a Part of the BEI Story Book a Demo Explore Membership Options More Professional Insights from BEI Exit Planning Articles How Advisors Are Confidently Adding Exit Planning to Their Practice Advisors who move beyond transactional work and begin guiding business owners through long-term transition planning quickly become the advisors clients rely on most. Exit Planning doesn’t replace your core services,… Maximize Business Value with Owner Based Planning In today’s dynamic business environment, strategic planning is more critical than ever. Owner Based Planning provides a robust framework that guides clients toward sustainable success. This approach focuses not only… Exit Planning Is a Whole-Person Journey How to recognize and respond to the emotional roadblocks owners face when planning their exits. Most advisors know this moment well: a business owner says they want to exit on… Load More More Articles Book a Demo Explore Membership Options Book A Demo Learn More Book A Demo Advanced Course Foundational Course​​ Monthly Annually Save 20%

About Business Enterprise Institute For over three decades, BEI has equipped advisors with the knowledge, tools, and community to help business owners build transferable value and achieve successful exits. Book A Demo Learn More Our Story​ BEI was founded on a simple but powerful insight: most business owners lack a strategic plan for their most valuable asset. We exist to change that by empowering the advisors who serve them. Our Mission Empower advisors with the structure and support to grow business value and guide successful owner transitions Our Methodology Systematic, research-backed processes that translate complex business and exit planning. Our Community A nationwide network of certified and trusted professionals. Founded by estate planning attorney John Brown, BEI was built on decades of real-world experience working directly with business owners. John developed one of the industry’s earliest structured approaches to exit planning, work that later became the BEI Seven Step Exit Planning Process™️ and helped shape exit planning as a professional discipline.   Since our founding in 1991, BEI has trained thousands of financial advisors, accountants, attorneys, and consultants in business and exit planning. Our programs combine deep technical expertise with practical tools advisors can immediately implement with clients. What sets BEI apart is our commitment to both tracks of business ownership, building value throughout the ownership lifecycle through Owner Based Planning and executing successful exit transitions through Exit Planning. This dual approach ensures advisors can serve business owners at every stage of their journey. The BEI Journey A clear, guided path from learning to applying business and exit planning. 1 Build Your Planning Expertise Develop business and exit planning skills through BEI’s training and credentialing programs. 2 Apply the Tools Use BEI’s PlanIt software, templates and assessments to structure and streamline your planning work. 3 Execute Planning Access hands-on coaching and community support from BEI as you work with business owners. Meet Our Team Experienced professionals dedicated to supporting the business and exit planning. Fletcher Brown CEO Felicia Wright Chief Growth Officer Shannon McCullagh VP of Client Success John Brown Founder Ready to Transform Your Advisory Practice? Join thousands of professionals who have elevated their business and exit planning with BEI. Book A Demo Contact Us

The All-in-One Platform for Business & Exit Planning​ Business Enterprise Institute equips advisors with proven structure, expert guidance, and credible planning tools to deliver business and exit planning with confidence. Let’s Find the Right Exit Planning Solution for You.​ Or explore BEI programs → Trusted by 2k+ advisors Unsure which fits? Book A Demo The BEI Journey A clear, guided path from learning to applying business and exit planning. 1 Build Your Planning Expertise Develop business and exit planning skills through BEI’s training and credentialing programs. 2 Apply the Tools Use BEI’s PlanIt software, templates and assessments to structure and streamline your planning work. 3 Execute Planning Access hands-on coaching and community support from BEI as you work with business owners. Explore Our Services Browse BEI’s offerings and choose the solution that’s right for you. Training CExP™ Certification Membership Programs Explore All Options Business & Exit Planning Training Comprehensive training programs to build your expertise Foundational Course​​ OBP Boot Camp Self-paced introductory course for guiding owners who aren’t ready to exit and want to grow value. Foundational Course​​ Exit Planning Boot Camp Self-paced course covering core exit planning principles, worksheets, tools, and advisor resources. Advanced Course CExP™ Exit Planner Comprehensive certification program combining foundational + advanced training and more. View more details → CExP™ Certification Become a Certified Exit Planning Advisor (CExP™) through our three-stage training pathway. Foundational Course​​ Exit Planning Bootcamp Our flagship training program covering BEI’s complete Exit Planning methodology Advanced Course Advanced Exit Planning In-depth training on complex deal structures, tax strategies, continuity planning, and growth. Advanced Course CExP™ Designation Exam Case-based credentialing exam to earn the Certified Exit Planner credential. View more details → BEI Memberships BEI offers memberships that grow with your planning work. Foundational Chapter Membership Foundational access to collaboration, referrals, and advisor visibility.   Advanced OBP Membership Tools and support for owner-based planning engagements. Comprehensive Exit Planning Membership Tools and support for executing and validating Exit Plans. View more details → Explore All Options Training Programs Comprehensive training programs to build your expertise CExP™ Certification Become a Certified Exit Planning Advisor (CExP™) BEI Memberships BEI offers memberships that grow with your planning work. Explore All Programs → Business & Exit Planning Training Comprehensive training programs to build your expertise Foundational Course​​ OBP Boot Camp Self-paced introductory course for guiding owners who aren’t ready to exit and want to grow value. Foundational Course​​ Exit Planning Boot Camp Self-paced course covering core exit planning principles, worksheets, tools, and advisor resources. Advanced Course CExP™ Exit Planner Comprehensive certification program combining foundational + advanced training and more. View more details → CExP™ Certification Become a Certified Exit Planning Advisor (CExP™) through our three-stage training pathway. Foundational Course​​ Exit Planning Bootcamp Our flagship training program covering BEI’s complete Exit Planning methodology Advanced Course Advanced Exit Planning In-depth training on complex deal structures, tax strategies, continuity planning, and growth. Advanced Course CExP™ Designation Exam Case-based credentialing exam to earn the Certified Exit Planner credential. View more details → BEI Memberships BEI offers memberships that grow with your planning work. Foundational Chapter Membership Foundational access to collaboration, referrals, and advisor visibility.   Advanced OBP Membership Tools and support for owner-based planning engagements. Comprehensive Exit Planning Membership Tools and support for executing and validating Exit Plans. View more details → Explore All Options Training Programs Comprehensive training programs to build your expertise CExP™ Certification Become a Certified Exit Planning Advisor (CExP™) BEI Memberships BEI offers memberships that grow with your planning work. Explore All Programs → Everything you need to build a stronger advisory practice.​ BEI Membership gives you access to the full system behind successful business and exit planning. With proven frameworks, training, software, tools, and hands-on support, you can work more effectively with business owners and grow your planning services. What You Get From BEI Membership: 01 Proven Methodology 25+ years of refinement with BEI’s Seven Step Exit Planning Process™ and Three Step Owner-Based Planning Process. 02 Comprehensive Training Access Boot Camps, courses, and/or the CExP™ certification track, with opportunities for ongoing learning. 03 Advisor Coaching Opportunities for coaching, plan reviews, and advisor collaboration to support your development as a planner. 04 Community & Events Engage with a national network of advisors through forums, roundtables and member events. 05 PlanIt Planning Software Use BEI’s integrated software to build business and exit plans with guided workflows and client tools. 06 Templates & Resources A library of templates, assessments, and guides to support every stage of planning. 07 Client-Ready Deliverables Access polished reports, white papers, and presentations that elevate your client conversations. 08 Webinars & Member Updates Stay current with regularly released webinars, tools and practice insights. Explore Memberships Ready to Build Your Business Planning Strategy Join thousands of advisors who trust BEI to deliver comprehensive, professional business and exit planning services. Book A Demo Explore All Programs Book A Demo

Home / Page Maintain Your CeXP™ Certification Stay current, stay credentialed, and stay ahead with continuing education designed for practicing exit planning professionals. Book A Demo Learn More Why Renewal Matters​ BEI’s certification program is more than just a credential; it’s a dedication to being the best in your field. Renewal demonstrates your ongoing pursuit of knowledge and your pledge to provide clients with the most up-to-date and effective strategies. By renewing your certification, you’re investing in your professional growth and solidifying your position as a leader in the exit planning industry. It showcases your commitment to excellence and sets you apart as a trusted advisor. Start Earning Credit 01 Preserve Your Credential Engage with a national network of advisors through forums, roundtables and member events to maintain your status. 02 Stay Competitive Strengthen expertise as the industry evolves and standards advance 03 Signal Commitment Show clients you’re dedicated to continuous professional growth 04 Learn Continuously Access fresh insights, case studies, and advanced techniques Renewal Requirements​ Simple, straightforward requirements to maintain your CEXP™️ credential Complete CE Credits Required 30 credits required per 2 years Participate in approved learning activies throughout the year. BEI and non-affiliated events are eligible. Pay Annual Dues Required Annual $200 USD Required each year to maintain active status. Ethics Commitment Required Annual Acknowledge adherence to BEI professional standards Practice Documentation Recommended As needed Demonstrate ongoing practice in exit or business planning. Earn CE credits through multiple options available to BEI members and non-members. BEI Members Membership Advantage: Access CE-eligible programs and events through the BEI Member Portal. Members can earn CE credits by: Attending National Technical Web Conferences and Coaching Calls Participating in monthly BEI training programs Attending BEI chapter meetings Attending the BEI National Conference Accessing on-demand BEI training videos Accessing BEI National Conference recordings All CE-eligible programs and events for members are available through the BEI Member Portal. Sign in to the Member Portal Non-Members Earn CE credits through CE-eligible BEI events or with a BEI membership. Non-members can: Register for CE-eligible BEI events Purchase BEI National Conference recordings (Eligible for up to 15 CE credits) Purchase any BEI membership, including Chapters. Become a Member CE-Eligible Events Purchase Credits Submit Your CE Credit To maintain your CExP™ designation, you must complete 30 CE credits every two years. At least 15 credits must come from BEI programs. Submit Submit CE credits once every two years, during your CE reporting year. For example, if 2025 is your reporting year, submit programs completed in 2024–2025 by December 31, 2025.       How to Submit Complete the submission form Fill out and upload the CE tracking spreadsheet Upload supporting CE documents Submit all programs at one time, if possible      Important Submissions must be made through the form Email submissions are not accepted Here’s a link to our client success team who can answer questions: support@exitplanning.com Download BEI Submission Spreadsheet CE Credit Submission Form

Home / Page The CExP™ Roadmap: A Structured Path to Exit Planning Certification Earn the premier professional designation for exit planning advisors through our proven three-stage training and certification pathway. Book A Demo Learn More A Clear Path to Exit Planning Developed over 25+ years of working with thousands of advisors, the CExP™ pathway represents the gold standard in exit planning certification. You’ll learn not just what to do, but how to do it—with practical tools, templates, and methodologies you can implement immediately. Start Your Journey​ Your Certification Journey​ Three progressive stages designed to build comprehensive exit planning expertise 01 Foundation Building Start with the Exit Planning Boot Camp to master core concepts, frameworks, and the BEI methodology. 02 Advanced Strategies Complete the Advanced Exit Planning Series (AExP) to deepen expertise in complex deal structures and implementation. 03 Certification Achievement Pass the CExP™ Designation Exam and join the elite community of certified exit planning professionals. Complete BEI Training Roadmap​ Three progressive investments that build upon each other to deliver comprehensive certification Foundational Exit Planning Bootcamp $1,495 Estimated time: 6 hrs Virtual on Demand 60-Day Completion Our flagship training program covering BEI’s complete Exit Planning What You’ll Get: BEI Seven Step Exit Planning Process™ Real-World Case Studies Frameworks & Templates Completion Certificate CE Credit Available Purchase Now Advanced Advanced Exit Planning Course $4,000 Estimated 30+hours Virtual on Demand 1 Year Completion Training on complex deal structures, tax strategies, and continuity planning What You’ll Get: Deeper expertise in advanced Exit Planning Valuation tools and planning frameworks Real-world case studies Certificate of completion CE Credit Available Prerequisite: Bootcamp completion. Purchase Now Advanced CeXP™ Certification Exam $1,795 Estimated 15+hours Virtual on Demand 1 Year Completion Case-based credentialing exam to earn the Certified Exit Planner credential. What You’ll Get: Comprehensive certification examination CExP™ professional designation rights Official certification seal and badge Listing in BEI certified advisor directory Prerequisite: Bootcamp & Advanced Exit Planning Course completion. Purchase Now Completion times may vary by individual Purchase Full Package There’s More After Certification Your CExP™ designation is just the beginning. BEI Membership provides ongoing tools, resources, templates, and community support to help you continuously grow your business and exit planning practice. Explore Membership Benefits Renewal Information Related Resources How Advisors Are Confidently Adding Exit Planning to Their Practice Advisors who move beyond transactional work and begin guiding business… Read More Maximize Business Value with Owner Based Planning In today’s dynamic business environment, strategic planning is more critical… Read More Exit Planning Is a Whole-Person Journey How to recognize and respond to the emotional roadblocks owners… Read More Load More

Home / Page Build Expertise in Business & Exit Planning Learn BEI’s proven methodology through hands-on training designed for advisors who want to deliver world-class planning to business owner clients. Book A Demo Learn More World-Class Training That Transforms Your Practice​ BEI’s training programs fundamentally elevate how you serve business owner clients. Our structured curriculum combines proven frameworks, real-world applications, and expert instruction to give you the confidence and competence to lead high-value business and exit planning engagements. Start Your Journey Choose Your Planning Track BEI supports advisors across two complementary planning approaches Owner Based Planning Pre-exit value growth and operational readiness. Build company value for business owners before transition is on the table. Maximize business growth over time Build company value Prepare for future transition opportunities Exit Planning Transition ready and structured exit process. Help businesses navigate ownership transition with clarity and confidence Structure and execute transition strategy Enable clear communication and process discipline Ensure owner’s personal and financial goals What You’ll Achieve Through BEI Training​ Clear outcomes designed to strengthen how you plan, deliver and lead business and exit planning engagements. 01 A Repeatable Planning Framework​ Gain a clear, end-to-end approach for business and exit planning that brings structure to complex client situations. 02 Consistent, Confident Delivery Apply proven methodologies to deliver planning engagements with clarity, consistency and confidence. 03 Stronger Client Impact and Advisor Credibility​ Gain a clear, end-to-end approach for business and exit planning that brings structure to complex client situations. BEI’s Training Programs We offer both foundational and advanced programs for business and exit planning. Choose the path that’s right for you. Foundational OBP Bootcamp $1,495 Estimated time: 6 hrs Virtual on Demand 60-Day Completion Our training program covering BEI’s business value and growth practices Three Step Owner-Based Planning Process Discovery Guides & Engagement Tools Frameworks & Templates Completion Certificate CE Credit Available Register Now Foundational Exit Planning Bootcamp $1,495 Estimated time: 6 hrs Virtual on Demand 60-Day Completion Our flagship training program covering BEI’s complete Exit Planning BEI Seven Step Exit Planning Process™ Real-World Case Studies Frameworks & Templates Completion Certificate CE Credit Available Register Now Advanced CExP™ Planner $7,290 Flexible timing Virtual on Demand 1 year-completion Our three-stage pathway to earning the CExP™ credential Foundational + advanced courses in exit planning Valuation tools and planning frameworks Real-world case studies CExP(™) exam & certification CE credit available Register Now Ready to Get Started? Join the next Bootcamp and start delivering business planning within 30 days. Book A Demo

Become a Certified Exit Planner (CExP™) or Build Your Foundation with a BEI Boot Camp BEI’s Certified Exit Planner (CExP™) designation is the industry’s most trusted credential for advisors who want to lead business owners through a proven business Exit Planning process. Whether you’re building your foundation with one of BEI’s On-Demand Exit Planning or Owner Based Planning Boot Camps or pursuing full certification through the CExP™ pathway, we provide a structured learning experience to help you become a confident and capable Exit Planning professional. Sign Up Now Learn More Your Roadmap to Certified Exit Planner (CExP™) Certification 1 BEI Exit Planning Boot Camp Begin with foundational training in business Exit Planning fundamentals. 2 CExP™ Exit Planning Course Build expertise with in-depth training on succession, tax, continuity, and value growth strategies. 3 CExP™ Exam Complete a case-based assessment to demonstrate your expertise and earn the CExP™ designation. Business Exit Planning Training Programs: BEI On-Demand Boot Camps and Certified Exit Planner (CExP™) Certification BEI’s Certified Exit Planner (CExP™) designation is the industry’s most trusted credential for advisors who want to lead business owners through a proven business Exit Planning process. Whether you’re building your foundation with one of BEI’s On-Demand Exit Planning or Owner Based Planning Boot Camps or pursuing full certification through the CExP™ pathway, we provide a structured learning experience to help you become a confident and capable Exit Planning professional. Owner Based Planning Bootcamp Learn how to structure and deliver comprehensive owner based plans.$1495 Sign Up Now ✓ Learn the Three Spheres of Owner Based Planning ​ ✓ Identify owner goals, readiness and planning opportunities ✓ Facilitate business planning focused conversations ✓ Use discovery guides and engagement tools to make product-focused recommendations Exit Planning Bootcamp Learn how to structure and deliver comprehensive business exit plans.$1495 Sign Up Now ✓ Learn The Seven Step Exit Planning Process™​ ✓ Apply the BEI Exit Planning framework ✓ Define advisor roles and collaborate as a planning team ✓ Use Exit Planning tools for plan design and delivery Certified Exit Planner (CExP™) Designation Package For advisors who want to go beyond the fundamentals and earn their Certified Exit Planner (CExP™) credential.$6495 Sign Up Now ✓ 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™) Coming soon: Owner Based Planning Designation Package World-Class Training That Drives Real Results 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. 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 we teach is built for real-world use—giving you the resources to implement, succeed, and turn your expertise into revenue. Explore Membership Options

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. Learn More Contact Your RBC Representative 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 Begin with foundational training in business Exit Planning fundamentals. 2 CExP™ Exit Planning Course Build expertise with in-depth training on succession, tax, continuity, and value growth strategies. 3 CExP™ Exam Complete a case-based assessment to demonstrate your expertise and earn the CExP™ designation. Contact Your RBC Representative CExP™ Certification Pricing for Royal Bank of Canada Advisors Certified Exit Planner (CExP™) Designation Package For advisors who want to go beyond the fundamentals and earn the Certified Exit Planner (CExP™) credential.$6495 Sign Up Now ✓ 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. Contact Your Account Representative 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. Explore Membership Options Meet your RBC representative, Sheryl Kaplan. Give her a call or email her — Sheryl would love to help you get started! OFFICE HOURS Monday – Friday: 8am – 5pm MST (we honor major US holidays) CALL DURING OFFICE HOURS (303) 551-9677 EMAIL ANYTIME skaplan@exitplanning.com More Professional Insights from BEI Exit Planning Articles More Articles Chapter Network and collaborate$2400/yr Sign Up Now ✓ Local Chapter Membership ✓ Revenue generating collaboration ✓ Trusted advisor network ✓ Monthly meetings ✓ Quarterly events ✓ Member Directory