Supervised Practice for Family Business Advisers
For most advisers, competence will be developed, demonstrated, assessed and approved through 18 months of supervised practice under the watchful eye, support and tuition of an assigned mentor.
Subject always to maintaining client confidentiality, the supervision process may include some or all of: on the job observations; assignment planning; correspondence and document reviews; de-brief and feedback meetings (one-on-one and larger groups); and hypothetical process / situational challenges.
Since demonstrated attitude and competence are the key determinants of accreditation, we’re quite relaxed about each individual’s accreditation pathway. We recognise that some advisers will join us with enormous amounts of relevant knowledge, skill and experience and we’ll happily take that into account in their accreditation process – further confirming that FBI is an adviser-led professional organisation, rather than a bureaucracy.