Family Enterprise Advisor (FEA) Program
Executive Education for Professional Advisors
The FEA Program is for professional advisors from a wide range of disciplines who have significant technical knowledge and are looking to add to their skill set to better serve their family enterprise clients. Family Enterprise Canada grants the FEA designation to qualified professionals who fulfill this executive education program and complete a certification process.
Annually, we offer three opportunities to become fluent in “family enterprise” with cohorts starting in January, May and September. Our program features a blended combination of online and in-person delivery, in several exciting locations across Canada; the highlight being FEA Forum in October when all cohorts gather for an educational retreat.
Through its executive designation program, the Family Enterprise Advisor Program, Family Enterprise Canada (FEC) helps advisors navigate a sensitive time in a client relationship – the transfer of wealth within families.
— Wealth Professional
FEA Program Overview
Answering the big four questions…
The FEA Program consists of six highly engaging modules, including one at FEA Forum, and a capstone project.
Blended delivery of the program will include online and in-person modules and participation at FEA Forum.
The FEA Program is lead by experts in the field and offered with our partner universities.
Select modules of the program have been accredited, and/or qualify for CE credits from:
- FP Canada
- AMF/Chambres de sécurité financière.
FEA Program Fee
One time payment (includes exam and FEA Forum)
With payment plan (includes exam and FEA Forum)