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      How to Maintain Your CExP™ Designation

      For BEI Certified Exit Planners - CExP™

      The CExP Renewal and Reporting Period Begins on December 1st of every year. 

       

      Annual Registration Renewal Fee 

      ALL CExP designation holders must renew their designation by paying an annual renewal fee of $200 EVERY YEAR. The renewal fee is due by January 31 every year. 

      NOTE: If you have received your designation in the current year, the renewal fee will be waved. You will be responsible for paying the renewal fee starting the following December.

      Renewals between February 1st and March 31st will be assessed an additional $50 late fee. If you have not renewed your credential by March 31, it will be suspended.

      Continuing Education 

      Verification of your participation in Continuing Education to maintain your CExP™ designation is required on a biennial basis, starting in the year in which you began your CExP™ course work.
      For example, if you began the CExP™ program on any date (in any term) during 2014 (even year), you must complete and submit your Continuing Education credits no later than December 31, 2016. if you began the CExP™ program in 2013 (odd year), you must complete and submit your CE credits no later than December 31, 2015. An easy way to remember is that if your program began in an odd year, your CE period also ends in an odd year, and same for even years.
      During each two year Continuing Education period, you must participate in thirty (30) hours of CE course work focused on Exit Planning for business owners or one or more of the BEI Seven Step Exit Planning Process™.
      A minimum of 15/30 credits MUST come from BEI Programs. These can be obtained through the following methods:
      • Attendance at the BEI Annual Exit Planning Conference (15 Hours of CE Credit per year if entire conference is attended).
      • Training videos on the BEI Member Center (Must have an associate-level membership or higher) .
      • Associate Members receive 1 credit per month of membership. Reach out to membership@exitplanning.com for more information. 
      • Up to fifteen (15) hours of credit may be obtained from other Continuing Education providers if the material relates to Exit Planning and would be accepted for CE credit by the governing body for your core professional practice. 

      Continuing Education credits should only be submitted and will only be accepted through our online form to the CExP™ Board of Standards Team for approval. A link to this form is sent out each year in December. Reporting is only accepted starting on December 1st and will not be accepted beforehand. 

      Please retail copies of all reported material to or from the CExP™ Board of Standards. 

      Note: BEI Does not track CE on behalf of CExP™ designation holders. It is your responsibility to keep records and submit all CE (From BEI programs & Other CE providers) during your reporting period. 

      For more information, please visit exitplanning.com/cexp or email the team at cexp@exitplanning.com.