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.

FEA Forum

FEA Forum is the flagship event of the FEA Program, when all three cohorts come together for 2-3 days of focused learning, discussion, and networking. The Winter, Spring and Fall cohorts will meet at the Kingbridge Conference Centre near King City, Ontario, for Knowledge and Integration, Multi-Disciplinary Advising, Knowledge Integration and Application  and Business Family Dynamics. There will be programming each evening with the opportunity to hear from our renowned faculty, network with advisors from across Canada, share deep learning and insights and have some fun!

Contact Us

Phone

1.866.849.0099 ext. 225
Email us about the FEA Program
Questions about the FEA Program modules?




    Top
    Lost your password? Please enter your username or email address. You will receive a link to create a new password via email.

    Interested in the FEA Program?

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

    Register Now