Our multi-course CBExP designation program takes you through a comprehensive learning path designed to help you be better informed and prepared than your competitors. The CBExP program is 100% online and lets you learn at your own pace. The CBExP designation focused on cutting-edge curriculum that includes: how the business valuation process works; understanding the dynamics of selling to family members vs insiders vs third parties; whether an ESOP is a good fit; using a CRT as an exit strategy; making sure your client’s buy-sell agreement is up to snuff as well as the importance of incenting key employees, whether or not the business is sold. Learners receive the industry-leading CBExP designation upon successful completion of the program requirements.
The CBExP program is ideal for anyone in accounting, legal, banking, risk management, insurance, wealth management and estate planning fields who are ready to take that “next step” and further their careers. If you want to learn anytime, anywhere, the CBExP program is for you because each class features video lessons and curated reading assignments that let you learn at your own pace.
The CBExP learning program provides expert-level, “real world” training you can apply right away. Our multi-course CBExP designation program takes you through a comprehensive learning path designed to help you be better informed and better prepared than your competition. The curriculum covers the waterfront on all of the topics you need to expertly advise business owners on all of the issues they’ll face as they plan to exit their business. As you progress through your studies, you’ll cover a variety of critical planning topics:
· Exit Planning & The Family-Owned/Closely-Held Business: It Can Be a Contact Sport
· Business Continuation Fundamentals: What Exit Planners Need To Know
· Exit Planning Fundamentals: Entity Legal/Tax Structure & Life Insurance Applications
· Business Valuation Fundamentals: What Exit Planners Need To Know
· 8 Building Blocks of Buy-Sell Planning: What Exit Planners Need To Know
· Anatomy of an LLC Operating Agreement: What Exit Planners Need To Look For
· Is Your Client's Buy-Sell Agreement Up to Snuff? Issues Exit Planners Need to Review
· The Insurance-Only LLC: What the Exit Planner Needs to Know
· What the Exit Planner Needs to Know about ESOPs
· What the Exit Planner Needs To Know About S Corporations: Operational, Sale and Transfer Issues
The CBExP designation is fast, affordable and content-packed. Each of the classes that comprise the CBExP program feature video lessons and curated reading assignments that give you the in-depth knowledge you need to help address the needs of business owners, executives, professionals and affluent families/individuals. The CBExP designation gives learners the knowledge they need to provide the best solutions to their clients needs. The CBExP designation will distinguish you from your competition and get you quickly up to speed on the knowledge you need, and the 100% online learning experience is everything you need to be successful.
The CBExP program is designed for the busy professional. Multi-course program lets you learn anytime, anywhere and at your own pace. Each class features video lectures and curated reading assignments that get you quickly up to speed on the topics of your choice. Our best-in-class learning management system utilizes state of the art technology to help you create an unparalleled personalized learning experience. The CBExP program has all the tools you need to thrive, including:
· The option of digital or printed textbooks
· On-demand video lectures
· Curated reading assignments
· Supplemental reading assignments
