The (only) professional development program leading to a designation that will distinguish you as a Family Enterprise Advisor to business families. Offered in Vancouver, Toronto and Calgary.
Family Enterprise Advisor Program
Whether you are an accountant, lawyer, banker, insurance advisor, wealth advisor, financial planner or a trusted family insider, the FEA Program augments your formidable technical skills with strategies and tools to incorporate social and human considerations into your role as a trusted advisor.
This program uses a multi-disciplinary approach where business family advisors learn to integrate their own discipline with those of other professionals in order to provide collaborative and complementary advice to business family clients.
This approach has the added benefit of allowing advisors to build their professional networks to both maintain current clients and attract new ones.
In completing this program, an advisor not only grows their interpersonal intelligence; they create a substantial competitive advantage for themselves for a comparatively small investment of time and money.
For questions regarding the FEA Program, please e-mail Peter Cotterill or phone 604.822.2790.