Educational Background and
Business Experience
Certified Financial Planner™ (CFP®)
Chris Bonapace holds the CERTIFIED FINANCIAL PLANNER™ designation. CFP®, CERTIFIED FINANCIAL PLANNER™ and the CFP® flame design marks are certification marks owned by the Certified Financial Planner Board of Standards, Inc. (“CFP Board”).
The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized for its high standard of professional education, examination, experience, and ethics.
Certification Requirements
- Completion of CFP Board-approved education and a bachelor’s degree
- Passing the comprehensive CFP® Certification Examination
- At least three years of qualifying financial planning experience
- Agreement to adhere to CFP Board’s Standards of Professional Conduct
Ongoing Requirements
- 30 hours of continuing education every two years
- Renewal of ethical commitment and fiduciary obligation
Certified Exit Planning Advisor™ (CEPA®)
Chris Bonapace also holds the Certified Exit Planning Advisor™ (CEPA®) designation, awarded by the Exit Planning Institute (EPI).
The CEPA® credential is a globally recognized professional certification for advisors who specialize in exit planning for business owners.
Certification Requirements
- Completion of the CEPA® education program
- Passing the CEPA® Certification Examination
- Minimum of five years of relevant professional experience
- Adherence to EPI’s ethical standards
Ongoing Requirements
- 40 hours of continuing education every three years
- Continued compliance with professional conduct standards