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.
View Program DetailsFamily 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). |
View Program Dates
Introduction to Family Business Advisory Dates
2018 – 2019 Introductory Programs | |||||
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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 |