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 Details
|Family Business Fundamentals, Emotional Intelligence & Evolved Advisers|
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.
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
|2017 Introductory Programs (2 Days)|
|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|