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.

If you make an investment in the program, you get a quick return.

John Hamilton, FEA
President,
RBC Wealth Management Financial Services Inc.

My words of advice for anybody that’s thinking about the FEA program is… sign-up today!

Krista Han, CPA, CA, FEA
Managing Partner – New Brunswick,
Grant Thornton LLP

FEA Program Overview

Answering the big four questions…

1
What?

The FEA Program consists of six highly engaging modules, including one at FEA Forum, and a capstone project.

2
When?

The complete program, including the  certification process, is scheduled over 12 months.

3
Where?

Blended delivery of the program will include online and in-person modules and participation at  FEA Forum.

4
Who?

The FEA Program is lead by experts in the field and offered with our partner universities.

Accreditations

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

  • IIROC
  • FP Canada
  • AMF/Chambres de sécurité financière.

FEA Program Fee

$16,995
plus tax

One time payment (includes exam and FEA Forum)

$17,295
plus tax

With payment plan (includes exam and FEA Forum)

Contact Us

Phone

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




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    Interested in the FEA Program?

    Come to the FEA Program Q & A on Wednesday, June 7, 2023 to have all your questions answered by the Academic Director.

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