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.

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

IIROC • FP Canada • AMF/Chambres de sécurité financière

Select modules of the program have been accredited, and/or qualify for:

  • 13 hours of IIROC Professional Development CE
  • 13 FP Canada-Approved CE credits
  • Chambres de sécurité financière UFC: 10 en matière Générale

Advisors who enroll and successfully complete these modules may claim continuing education credits with either of these organizations for the current CE cycle.

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.

Module 1 – Business Family Dynamics – Family Enterprise Advisor (FEA Program) – Accredited for 13 hours of IIROC Professional Development CE
Module 1 – Business Family Dynamics – Family Enterprise Advisor (FEA Program) qualifies for 13 FP Canada-Approved CE Credits
Module 1 – Business Family Dynamics – Family Enterprise Advisor (FEA Program) qualifies for 10 AMF/CSF General CE Credits (Chambres de sécurité financière UFC: 10 en matière Générale)

2. 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.

Module 2 – Family Enterprise Strategy – Family Enterprise Advisor (FEA Program) – Accredited for 13 hours of IIROC Professional Development CE
Module 2 – Family Enterprise Strategy – Family Enterprise Advisor (FEA Program) qualifies for 13 FP Canada-Approved CE Credits
Module 2 – Family Enterprise Strategy – Family Enterprise Advisor (FEA Program) qualifies for 10 AMF/CSF General CE Credits (Chambres de sécurité financière UFC: 10 en matière Générale)

3. Business Boards and Family Councils

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.

Module 3 – Business Boards and Family Councils – Family Enterprise Advisor (FEA Program) – Accredited for 13 hours of IIROC Professional Development CE
Module 3 – Business Boards and Family Councils – Family Enterprise Advisor (FEA Program) qualifies for 13 FP Canada-Approved CE Credits

4. 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.

5. Facilitation and Communication Skills

Learn the essentials needed to manage the complexities of Family Enterprise 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 can improve family communication.

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.

Contact Us

Phone

1.866.849.0099 ext. 225
Email us about the FEA Program
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