RBC: Exit Planning Core Knowledge Program

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Designed in collaboration with RBC Wealth Management, the Exit Planning Institute® (EPI) has produced a a structured educational partnership designed to empower RBC advisors with a foundational understanding of exit planning through the lens of the Value Acceleration Methodology™. By equipping advisors with actionable knowledge, proven frameworks, and real-world application strategies, this program enhances advisor confidence and competence—enabling them to engage in deeper, more impactful conversations with business owners and position themselves as trusted transition planning specialists. Show more