What is the name of the Exit Planning Institute's training that Focus Cfo provides?
Focus_Cfo Franchise · 2025 FDDAnswer from 2025 FDD Document
esponsible for your own travel expenses for these sessions.
All Franchisees are encouraged, but not required, to attend outside training to become a Certified Exit Planning Advisor (CEPA). This training is provided through the Exit Planning Institute (EPI). The training consists of a 5-day executive style program which is conducted virtually. After completion of the program the individual takes a certification exam in order to obtain the CEPA designation. The current cost of this program starts a
Source: Item 11 — Franchisor's Assistance, Advertising, Computer Systems, and Training (FDD pages 17–23)
What This Means (2025 FDD)
According to Focus Cfo's 2025 Franchise Disclosure Document, the training provided through the Exit Planning Institute (EPI) is referred to as CEPA Training. Focus Cfo franchisees are encouraged, but not required, to attend outside training to become a Certified Exit Planning Advisor (CEPA).
The CEPA training program is a 5-day executive-style program conducted virtually. After completing the program, individuals must take a certification exam to earn the CEPA designation. The current cost for this program starts at $2,600, which the franchisee pays directly to EPI.
This means that while Focus Cfo encourages franchisees to become Certified Exit Planning Advisors, it is not mandatory. Franchisees who choose to pursue this certification will need to budget for the program's cost and allocate time for the 5-day training and subsequent certification exam. This certification could enhance a franchisee's expertise and credibility in exit planning, potentially attracting more clients and increasing revenue.