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Monday, July 31, 2017

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CA | Certified Exit Planning Advisor (CEPA) Credentialing Program

Event Details

Start Date:  7/31/2017 8:30 AM
End Date:  8/3/2017 5:15 PM
Location: 
   University of San Francisco
   2130 Fulton St
   San Francisco, CA United States  94117
Event Website: http://www.nacva.com/cepa
Organization Name: Consultants' Training Institute
Contact: Member/Client Services
   Email: info@theCTI.com
   Phone: (800) 677-2009


Hotel Information

Course Information:

Click here for detailed information including:

  • Program Description
  • How You Will Benefit
  • Continuing Professional Education (CPE) Credit
  • Program Level
  • Advanced Preparation and Prerequisites
  • Who Should Attend
  • Faculty
  • NASBA Sponsorship

This course is Monday through Thursday 8:00 a.m.–5:00 p.m.

Delivery Method: Group-Live
 
Course CPE: 32.5 hours (Provided by Exit Planning Institute)

Seminar Cancelations
There is no charge to reschedule your training.  Cancelations received in writing two weeks prior to the first day of the training event will be eligible for a prompt refund.  A $100 administration fee will be charged for all live training event cancelations.  A $150 administration fee will be charged for Annual Consultants’ Conference cancelations.  If requesting a refund, any credit vouchers and/or Pacesetter® Points applied to the original purchase will be forfeited.  Cancelations received less than two weeks prior to the first day of the scheduled event (and no-shows) will be issued a credit for the amount paid, which may be used toward a CTI seminar, conference, self-study course, or product sold by NACVA/CTI.  Cancelation and no-show credit requests must be received no later than 90 days after an event.  Any credit vouchers and/or Pacesetter Points applied to the original purchase will be added back to the purchaser’s account for future use.  Credits expire five years from the date issued.  There are no exceptions to this policy.
 
Complaints and Refunds
No refunds will be given for airfares on a Consultants’ Training Institute (CTI) event that is canceled for any reason. However, if an individual does not request a refund of training fees for the canceled event, electing to apply his or her fee to a subsequent offering of the event, we will issue a refund of 200 percent of the airline change fee for one airline only, to travel to and from the subsequent offering of the event, not to exceed $300 (proof of the expense for the airline change fee must be provided). Where airfare change fee refunds are given, no refund for the canceled event will subsequently be given for any reason, and the funds retained by CTI may only be used/ applied towards a subsequent CTI training event. Membership dues are non-refundable, may not be transferred, and cannot be pro-rated. For information regarding administrative policies such as complaints and refunds, call Member/ Client Services: (800) 677-2009.

Online Registration

Registration is Closed
Closed:   6/30/2017 6:00 PM

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