FEAP
 

Courses

Become a leader in family enterprise advising

Families are becoming more discerning about the advisors they bring into their fold. Graduates of the Family Enterprise Advisor Program (FEAP) put themselves ahead of the curve by being one step closer to receiving their professional Family Enterprise Advising designation (FEA). The FEAP Certificate not only puts you on the path to your professional accreditation—it also provides the world-leading business family advising education that can help you create lasting results for your business—and the families you serve.

Certificate requirements

Course Name
Vancouver Toronto
Business Family Dynamics
Learn the concepts fundamental to understanding the business family and its unique challenges, especially during a leadership transition.
Sept 2012
Sept 17-18, 2012
Family Enterprise Strategy
Understand what it takes to create long term “family enterprising” that promotes trans generational wealth. Learn how to blend family, business and ownership strategies.
Oct 2012
Oct 22-23, 2012
Business Boards and Family Councils
Come away with effective frameworks that facilitate successful decisions for business families.
Nov 2012
Nov 16-18, 2012
Multi-disciplinary Advising
Leverage a multi-disciplinary approach and learn how to avoid giving advice that conflicts with advisors in other fields. Explore strategies that bridge the gap between different planning disciplines to be part of a successful advising team.
Jan 2013
Jan 18-20, 2013
Facilitation and Communication Skills
Learn the essentials needed to manage the complexities of business relationships including how to handle conflict, ask the right questions and diffuse tense situations. Understand how the practical facilitation practices of emotional intelligence, group dynamics, authority and leadership improve family communication.
Feb 2013
Feb 11-12, 2013
Continuity Planning
Go beyond the technical legal, tax, and estate planning issues traditionally associated with succession planning. Instead, explore the “human” side of the succession process that must be considered in transitioning the family, the business and the ownership successfully.
March 2013
March 4-5, 2013
Knowledge Integration and Application
Bring the program teachings alive by bringing together your far-reaching knowledge in a dynamic dialogue and partnership with other participants. Utilize case studies and presentations to apply your knowledge, which culminates in a final team project and presentation to your peers.
March 2013
March 9, 2013