Family Enterprise Advisor (FEA) Designation

Become a certified Family Enterprise Advisor (FEA)

Family businesses are highly complex, demanding an exceptional level of fluency in the art and science of family enterprise advising.

The FEA designation is the global benchmark in family business advising. Designed for professional advisors with significant technical knowledge, taking the Family Enterprise Advisor (FEA) Program will enhance your ability to serve your family enterprise clients.

In the crowded field of family enterprise advising, there is one sure way to stand out: the FEA Designation.

Having those three letters after my name is an additional boost, I think, reputationally.

Elena Hoffstein
Lawyer, Miller Thomson LLP

Put the FEA Designation to Work for You

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Proven in the Real World

The FEA Program represents the culmination of years of research and curriculum design and is a proven means for professionals to establish themselves as the most trusted advisor to their family enterprise clients.

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For Advisors Across Many Disciplines

Designed as executive education for  professional advisors working with enterprising families, the FEA Program attracts accountants, lawyers, bankers, insurance and wealth advisors, as well as professional coaches and family therapists. It is also a great fit for those working in a family office.

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A Multi-Disciplinary Approach

Using a multi-disciplinary approach, advisors learn to integrate their own discipline with those of other professionals to provide collaborative and complementary advice to their business family clients.

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University Backed

The FEA Program is presented in collaboration with our educational partners, Alberta School of Business, Ivey Business School, and Sauder School of Business.

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An Opportunity to Grow your Network

Participating in the FEA Program, including FEA Forum, helps advisors expand their professional network. By joining an active community of designated FEAs, you can connect with other experts to better meet the needs of your family enterprise clients.

As an FEA, I can now speak to both the technical aspects of estate planning and ask probing questions that make clients think deeper about the decisions they are making and the lasting impact they will have on the family as a system.

Elise Pulver, LL.B., TEP, FEA, Principal, Wealth Planning, TD Wealth Family Office

Contact Us


1.866.849.0099 x225
Email us about getting the FEA designation
Questions about the FEA designation?

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    Interested in the FEA Program?

    Come to our Introduction to the FEA Program on Thursday, August 1st to have all your questions answered.

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