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CPE/CFP Credits
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Please notify us prior to the first class if you will be applying for Continuing Education credits.


Credit Hours: 23

Field of Study: Specialized Knowledge

Program Knowledge Level: Advanced
(Program knowledge level most useful for individuals with mastery of the particular topic. This level focuses on the development of in-depth knowledge, a variety of skills, or a broader range of applications. Advanced level programs are often appropriate for seasoned professionals within organizations; however, they may also be beneficial for other professionals with specialized knowledge in a subject area).
The attendee should have completed one of the following: 1) attendance at an IEPA live 2-day workshop 2) completion of one of our customized group courses, or 3) completion of the Online Workshop/Core Training modules (please contact us to obtain access).

Pinnacle Equity Solutions/International Exit Planning Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:


Credit Hours: 17

Administrative Policies

Refund Policy
The application fee/tuition deposit is nonrefundable upon acceptance. A refund of the remainder of the tuition may be obtained prior to the first meeting by submitting a request to
Program Cancellation Policy
In the unlikely event that a program is cancelled, the cancellation will be posted to the program website at and communicated by email to all registered participants.
Complaint Resolution Policy
Complaints may be submitted to the International Exit Planning Association at or via phone at 781-821-2608.