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

2017 Introductory Programs (2 Days)
Month Dates Code Program Days Places
Aug 17 – 18 IFBA Intro Family Business Advisory 2 24
Sept 18 – 19 IFBA Intro Family Business Advisory 2 24
Oct 10 – 11 IFBA Intro Family Business Advisory 2 24
Nov/Dec 30 – 1 IFBA Intro Family Business Advisory 2 24