Introduction to Family Business Advisory

Offered as a taster for full Accreditation and as relevant professional CPD for any adviser with family business, or private wealth, clients.

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Family Business Fundamentals, Emotional Intelligence & Evolved Advisers
Day 1

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

Family & Business Systems & Group Dynamics.

Evolved Advisory Practice. Collaborative Advisory Process Model.

7 Elements of Organisational Success.

Family & Business Continuity:  Legacy & Stewardship;  Succession & Sustainability.  Family Plans;  Business Plans;  Succession Planning.

Day 2

Emotional Intelligence & the Human Skills Advisory Paradigm.

Character & Personality.  Behavioural Challenges.  Resilient Individuals and Strong Relationships.

Family & Business Cultures.

Leadership.  Locus of Control and Responsibility.

Respect and Trust.  Building Collaborative, High Performing Teams.

Personal, Family & Business Diagnostic Tools (intro).

 

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Introduction to Family Business Advisory Dates

2018 – 2019 Introductory Programs
Month Dates Code Program Days Places
Nov 2018 14 IFBA Intro Family Business Advisory (for Advisers) 1 24
Feb 2019 20 IFBA Intro Family Business Advisory (for Advisers) 1 24
May 2019 22 IFBA Intro Family Business Advisory (for Advisers) 1 24
Aug 2019 21 IFBA Intro Family Business Advisory (for Advisers) 1 24
Nov 2018 15 IFBA Introduction to Family Business Best Practice (for Family Business People) 1 24
Feb 2019 21 IFBA Introduction to Family Business Best Practice (for Family Business People) 1 24
May 2019 23 IFBA Introduction to Family Business Best Practice (for Family Business People) 1 24
Aug 2019 22 IFBA Introduction to Family Business Best Practice (for Family Business People) 1 24