Exit planners and financial advisors can now earn CE credit from Project Equity

Recognizing the important role that business advisors play in influencing whether business owners learn about or seriously consider employee ownership, Project Equity has developed learning products that provide continuing education credits for exit planners and financial advisors. We are proud to announce that these products are accredited by the two leading exit planning organizations (Exit Planning Institute and BEI) and the CFP Board (Certified Financial Planner Board). Our scalable educational platform targets business advisors who support small business owners with succession and overall business success. 

Here are a few of our featured learning products with continuing education opportunities.

Employee Ownership Equity Summit

Taking place in Los Angeles May 6-8, this event offers an in-person 8-hour continuing education track accredited by the CFP Board and by the National Association of State Boards of Accountancy (NASBA). This “learn and earn” opportunity will help business advisors identify, educate and refer small business owner clients to EO when appropriate. Learn more or register

Up to 8.0 NASBA CPE and CFP Board credit hours available.

Project Equity 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. Companies regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website.

The EO Equity Summit service provider track has been accepted by the Certified Financial Planner Board for continued education credit. Upon successful completion of each of the eight sessions, up to 8.0 CE credit will be granted by CFP Board.


EO ExitPro 101

EO ExitPro 101 is an online, on-demand course that offers convenient continuing education opportunities and a framework for increasing EO awareness, practice revenue and client retention. Participants can earn 1 hour of CFP Board credit and 1.5 hours of both EPI-CEPA and BEI CExP credit. For a limited time we are offering $10 off our regular priced course. Learn more or register

Certified Employee Ownership Advisor (CEOA)

Project Equity’s first certification program will be launching later in 2024. This 8-module certificate will educate exit planners, CPAs, JDs, CFPs and others on the advantages and structures of employee ownership and how to leverage EO to benefit their clients. By becoming a CEOA, business advisors will demonstrate their experience and expertise as an advisor in broad based employee ownership.

Enterprise licensing packages

Project Equity can provide firms and advisory teams with the tools to expand their reach. We will work with organizations to customize our accredited learning modules for their teams. Enterprise licensing is ideal for business succession advisory companies with $50M+ annual revenue and 200+ employees.

Employee ownership is a powerful business tool that unlocks countless opportunities for business owners to sustain their companies, empower their workers, and strengthen their communities. It helps increase profits, secure owner retirement, motivate employees and generate capital for growth. These offerings will enable advisors to become advocates for employee ownership when it could be a fit for their clients.


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