Summit approved for 11 CFP Credits & 16 CPE Hours

Summit approved for 11 CFP Credits & 16 CPE Hours

The Exit Planning Summit has always brought you the best industry content and interactive, transformational educational sessions.  And this year, we are pleased to bring you more continuing education credits for your major designations, too!

2018 Exit Planning Summit is approved for: 16 CPE Hours | 11 CFP® Credits

If you are looking to bank NASBA or CFP® approved continuing education credits, the two-day Exit Planning Summit is an unmissable stop for your professional development needs.

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For those interested in staying an extra day to experience deep-dive workshop training taught by exit planning industry field experts, we are happy to announce that both Post-Summit Advanced Workshops have been approved for continuing education credits:

Exit Planning Engagement Training image bannerMastering the Triggering Event Workshop: 7 CPE Hours | 7 CFP® Credits 

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This session is taught by industry titan and award-winning thought leader, Christopher Snider.  Attendees will learn how to conduct a discovery engagement (also known as the “Triggering Event”).


Jumpstart Your Exit Planning Practice Workshop: 5 CPE Hours

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This session is taught by master collaborator and 2017 Leader of the Year, Julie Keyes.  Attendees will learn the systematic approach to creating a significant exit planning team that delivers results.


Ample continuing education credits is just one of the many reasons to attend the 2018 Exit Planning Summit. Register today and receive the early bird disount (expires June 30). See you in Nashville!

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