The Deep Dive CE Bundle was created specifically for experienced CEPAs seeking high-value continuing education focused on the Value Acceleration Methodology. This bundle brings together advanced content designed to help you deepen your understanding of key value drivers, improve client engagement, and reinforce the principles that differentiate CEPAs in the marketplace. Upon completion of each course, you will be eligible for up to the following amounts of CE hours: Value Acceleration Knowledge Hours: 11 | CPE: 8.5 | CFP®: 8.5 This bundle includes four insightful EPI Academy courses: 1. Accelerating Value by Maximizing Intellectual Property (IP) The Accelerating Value by Maximizing Intellectual Property (IP) course was designed to explore the role of Intellectual Property in enhancing enterprise value. Participants will learn about the types of IP, how they are created, protected, maintained, and monetized. In this course, host Rich Goldstein will explore how to identify and address intellectual property blind spots, offering a deeper understanding of the key elements involved in maximizing intellectual property. He will also demonstrate how you can apply these concepts to benefit your clients. Upon completion of this course, you will be eligible for up to the following amounts of CE hours: VAK: 2 | CPE: 1.5 | CFP® 1.5 2. Value Growth Case Study The Value Growth Case Study course was designed to provide a deep dive look into how Value Growth Advisors play a role in the value acceleration process. The value growth case study created for this course illustrates in real time what to look for, how to prepare, and how the process can play out over time. Upon completion of the course, you will be eligible for up to the following amounts of CE hours: VAK: 4 | CPE: 3.5 | CFP®: 3.5 3. Tax Planning for Business Transitions The Tax Planning for Business Transitions course was created to give professional business advisors an inside look into how tax planning analysis plays a crucial role in the sale of a company. In this panel-style course, hear from three industry experts on how to best position your clients through the process. Upon completion of this course, you will be eligible for up to the following amounts of CE hours: VAK: 3 | CPE: 2.5 | CFP® 2.5 4. Business Valuation Through the Value Acceleration Methodology Business valuation is fundamental to the exit planning process. But the concepts behind it are often misunderstood and misapplied. The Business Valuation Through the Value Acceleration Methodology course was created to take attendees through an exploration of business valuation as a continuum. Attendees complete the course with a better understanding of the different valuation solutions that can be used with clients, when to use certain tactics, how to choose the best partners for your team, and be a better partner yourself. Upon completion of this course, you will be eligible for up to the following amounts of CE hours: VAK: 2 | CPE: 1 | CFP® 1 Whether you're approaching a renewal deadline or simply investing in your professional development, this bundle provides meaningful CE opportunities while reinforcing the methodologies you use every day.
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