Certification Programs for Family Business Advisers

FBI Certification is designed for advisers and consultants who work with private clients, family businesses and business families.

Certification does not include membership of FBI.  We certify your attendance and satisfactory completion of our Program, and include your name and contact details on our website’s listing of program attendees.

Certification entitles you to attend other FBI programs and events at discounted rates, and may be counted towards Accreditation, if undertaken within 2 years.

Certification  is a 5 day program that covers the fundamentals of: (a) working with family and other businesses; (b) collaborative best practice advisory work;  (c) personal and professional attitudes and skills for trustworthy advisers.

View Certification Program Details

Certification Program Details

Family Business Theory, Emotional Intelligence & Best Practice Model
Day 1

Family Business Fundamentals:  Common Characteristics;  Needs and Interests;  Challenges & Best Practice Concepts.

Family & Business Systems & Group Dynamics.

Best Practice Collaborative Advisory Process Model.

FBI Advisers’ Code of Ethics & Professional Practice.

Day 2

Emotional Intelligence & the Human Skills Paradigm.

Character & Personality.  Behavioural Challenges.  Resilient Relationships.

Family & Business Cultures.

Respect, Trust and building High Performing Teams.

Personal, Family & Business Diagnostic Tools (intro).

Day 3 Personal and Professional Skills for Trustworthy Advisers (1):  Strategic Thinking;  Problem Solving & Decision Making;  Balance Communication.
Day 4 Personal and Professional Skills for Trustworthy Advisers (2):  Negotiation;  Facilitation; Meeting Management.
Day 5

Family Business Best Practice:  7 Elements of Organisational Success:  Strategies, Structures, Systems & Skills for Family & Business Sustainability.

Legacy & Stewardship.  Family Plans;  Business Plans;  Succession Planning.

Locus of Control and Responsibility.

Workshop:  Case Study – the Best Practice Model in practice.



View Certification Program Dates

Certification Program Dates

2017 Certification Programs (5 Days)
Month Dates Code Program Days Places
September 4 – 8 CP1 Certification Program #1 5 24
November 13 – 17 CP2 Certification Program #2 5 24


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