Become Fluent in “Family Enterprise”

Family enterprises generate almost half of Canada’s private sector GDP and almost seven million jobs, so there is a critical need for expert advisors who understand the uniqueness of family business. Through the FEA Program, we set the standard of education for professional advisors and prepare you for attaining the FEA designation, the pinnacle of expertise in family enterprise advising.

Augment your technical skills, broaden your perspective on the issues business families face and forge deeper relationships with your family enterprise clients.

Sharing How the FEA Perspective Makes a Difference in Family Business Continuity Success

… we’re going to be talking about how key skills, tools and techniques that are learned in the FEA Program have helped our experts successfully build and maintain relationships, bridging those transitions and keeping their business family clients through generations…”

Julia Chung, CFP, CLU, FEA, TEP
CEO, Spring Planning

Moderator, Wealth Professional Roundtable