FEA Program Modules
Modules
The FEA Program consists of six highly engaging modules and a capstone Team project, lead by experts in the field. Modules cover a range of topics which focus on the interaction between family, ownership and the business. A brief overview of each module, and the capstone, is provided below.
A highlight of the program experience is FEA Forum is an opportunity for all three cohorts to come together for focused education, sharing and connecting at a 2-3 day retreat.
Select modules of the program have been accredited or qualify for continuing education (CE) credits from other professional organizations.
The FEA Program is a prerequisite to earning the FEA designation.
Accreditations
CIRO • MFDA • FP Canada • Chambre de la Sécurité Financière • IQPF
Select modules of the FEA Program have been accredited and/or qualify for CE credits from:
- CIRO
- MFDA
- FP Canada
- Chambre de la Sécurité Financière
- IQPF
Advisors who enroll and successfully complete these modules may claim continuing education credits with these organizations.
1. Business Family Dynamics
Learn concepts that are fundamental to understanding Family Enterprise and its unique challenges especially during a leadership transition. Understand Family Enterprise as an interactive system between the family, business and ownership systems.
| CIRO / MFDA | Module 1 – Business Family Dynamics – Family Enterprise Advisor (FEA) Program – Accredited for 13 hours of CIRO Professional Development CE. |
| FP Canada | Module 1 – Business Family Dynamics – Family Enterprise Advisor (FEA) Program qualifies for 13 FP Canada-Approved CE Credits. |
| CSF | Module 1 – Business Family Dynamics – Family Enterprise Advisor (FEA) Program qualifies for 10 CSF General CE Credits (Chambre de la Sécurité Financière UFC : 10 en matière Générale). |
| IQPF | Module 1 – Business Family Dynamics – Family Enterprise Advisor (FEA) Program qualifies for 13 Financial Planning credits (IQPF : 13,00 UFC dans un ou plusieurs domaines de la planification financière (PDOM)). |
2. Family Enterprise Governance
Come away with effective tools that facilitate the governing body for the three systems of the family enterprise. Gain insight into good governance structures and learn how effective frameworks can facilitate successful decision making for business families.
| CIRO / MFDA | Module 2 – Family Enterprise Governance – Family Enterprise Advisor (FEA) Program – Accredited for 13 hours of CIRO Professional Development CE. |
| FP Canada | Module 2 – Family Enterprise Governance – Family Enterprise Advisor (FEA) Program qualifies for 13 FP Canada-Approved CE Credits. |
| CSF | Module 2 – Family Enterprise Governance – Family Enterprise Advisor (FEA) Program qualifies for 10 CSF General CE Credits (Chambre de la Sécurité Financière UFC : 10 en matière Générale). |
| IQPF | Module 2 – Family Enterprise Governance – Family Enterprise Advisor (FEA) Program qualifies for 13 Financial Planning credits (IQPF : 13,00 UFC dans un ou plusieurs domaines de la planification financière (PDOM)). |
3. 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.
| CIRO / MFDA | Module 3 – Family Enterprise Strategy – Family Enterprise Advisor (FEA) Program – Accredited for 6.75 hours of CIRO Professional Development CE. |
| FP Canada | Module 3 – Family Enterprise Strategy- Family Enterprise Advisor (FEA) Program qualifies for 6.75 FP Canada-Approved CE Credits. |
| CSF | Module 3 – Family Enterprise Strategy – Family Enterprise Advisor (FEA) Program qualifies for 5 CSF General CE Credits (Chambre de la Sécurité Financière UFC : 5 en matière Générale). |
| IQPF | Module 3 – Family Enterprise Strategy – Family Enterprise Advisor (FEA) Program qualifies for 6 Financial Planning credits (IQPF : 6,00 UFC dans un ou plusieurs domaines de la planification financière (PDOM)). |
4. Facilitation and Communication Skills
Learn skills and strategies to improve your meeting management and conflict resolution competency. Understand how to listen effectively, ask the right questions and diffuse tense situations. Recognize how practical facilitation practices can improve family communication and guide successful decision-making processes.
5. 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.
6. 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.
7. Knowledge Integration and Application
The program teachings come alive by bringing together your far-reaching knowledge in a dynamic dialogue and partnership with other participants. Teams present their final team project and presentation to their peers and receive feedback.