Exit Planning Certification Alternatives

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Advisor Stories

It’s an indication of the maturity of our movement that there are now a number of certifications available in exit planning and related disciplines. 

In this program, we discussed certification with some long-time XPX members.  You’ll learn:

  • Which certifications we’re seeing in our membership
  • The background and business of our members who have obtained certifications
  • The stories about their experience with the process and how it’s benefited their business (or not)

If you are considering exit planning certification yourself, you’ll want to hear about our members’ experience! 

Perspectives From Three Certification Providers

Three leading certification providers (BEI, Pinnacle and AM&AA) give you an overview of the market and help you understand: 

  • Why should you consider certification?
  • How do the programs work?
  • What are the benefits for your business?
  • Will your client care?

This program digs into more of the details about how these programs work. 

Updated: May 18th, 2021

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