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.


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


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:

  • CIRO
  • MFDA
  • FP Canada
  • Chambre de la Sécurité Financière
  • IQPF

Advisors who enroll and successfully complete the accredited  modules may claim continuing education credits with these organizations.

FEA Program Fee

plus tax

One time payment (includes exam and FEA Forum)

plus tax

With payment plan (includes exam and FEA Forum)

Contact Us


1.866.849.0099 ext. 225
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