Frequently Asked Questions

What is CEPA Connect?

Created by the Exit Planning Institute (EPI), CEPA Connect is an online networking platform designed exclusively for Certified Exit Planning Advisors (CEPA®).

The platform allows CEPAs to connect with fellow advisors across the globe to:

Build professional relationships and generate referrals
Share insights, ideas, and educational content
Ask questions and collaborate with subject matter experts
Engage with the broader CEPA community

CEPA Connect is designed to strengthen the network and collaboration opportunities within the EPI community.

What features does CEPA Connect offer?

CEPA Connect includes many familiar features found on professional networking platforms, allowing members to engage with the community in a variety of ways.

Key features include:

Community Feed: Create and share posts with the broader CEPA community. Posts can include images, web links, videos, and polls.
Engagement Tools: React to, comment on, and share posts from other members.
Connections: Add friends, follow other members, and send direct messages.
Groups: Join communities of members who share similar interests or professional topics.
Events: Register for upcoming EPI events, both virtual and in-person.

Who has access to CEPA Connect?

Access to CEPA Connect is available to members of the Exit Planning Institute network, including:

Certified Exit Planning Advisors (CEPA®) in good standing at the CEPA Plus membership level
Exit Planning Institute staff
Select members of the EPI network who have been granted individual access by EPI

What guidelines must be followed when using CEPA Connect?

All members using CEPA Connect are expected to follow the platform's community standards and policies.

Please review the following resources:

CEPA Connect Forum Guidelines: (View Link)
CEPA Connect Privacy Policy: (View Link)

These policies outline the expectations for professional conduct, content sharing, and privacy within the community.

How do I log in, access, and edit my CEPA Connect profile?

To log in to CEPA Connect:

Navigate to the CEPA Connect login page: (View Link)
If you are an active CEPA member, your login credentials will be the same as those used for the EPI Member Center.
If you have been granted access to CEPA Connect but have not yet created an EPI Member Center account, you will receive an automated email with instructions on setting up your account.

To edit your profile:

Log in to CEPA Connect
Click the dropdown arrow in the top-right corner of the screen
Select Edit Profile

What should I include in my CEPA Connect profile?

Your CEPA Connect profile allows other members to learn about your professional background and expertise. We recommend including:

Your job title, company, and professional designations
A short professional biography and notable achievements
Badges that highlight unique traits, expertise, or accomplishments
Your contact information

Completing your profile helps other members identify opportunities for collaboration and referrals.

What are CEPA Connect Groups?

CEPA Connect Groups allow members to participate in smaller communities within the platform based on shared interests or topics.

Examples of groups may include:

CEPA graduating class years
Member-contributed content discussions
Job postings and career opportunities
Specialized industry or advisory topics

To explore available groups, visit: (View Link)

Can CEPA Connect be accessed through a mobile app?

Yes. CEPA Connect is available through a mobile application that can be downloaded from:

Apple App Store
Google Play Store

The mobile app allows you to stay connected with the CEPA community, participate in discussions, and receive notifications while on the go.

Who should I contact if I have additional questions about CEPA Connect?

If you have questions about CEPA Connect or need assistance, the EPI team is happy to help.

Email: MemberExperience@BeyondCEPA.com
Phone: (216) 712-4244