Our Advisor Program

Discover how to stand out in the changing landscape of advisor services. In an era where many services are becoming commoditized, learn how to bring exceptional value to your family business clients, ensuring enduring success for both you as an advisor and the families you serve.

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The connection economy is reshaping how advisors create value, where relationships, trust, and reputation are the true differentiators. "Working with Family Businesses: Beyond Transactions" equips you with the skills to stand out and build lasting connections with family businesses. Learn to move beyond transactional advice and move towards becoming a trusted advisor in a rapidly evolving landscape.

  • "The course was outstanding and surpassed my expectations. It offered a comprehensive and in-depth approach, catering both to those new to family business consulting and to seasoned professionals with decades of experience. "

    Ashley Gillespie

  • "As an advisor engaged with family business owners, the information and guidance provided will help me be better at identifying problems, presenting solutions and implementing positive change. "

    David Weinberg

  • "The course has given me the tool kit to ask more constructive questions about the unique and diverse needs of Canadian Family business owners. "

    Sun Life Advisor

  • "The flow and duration of the course was perfect given I'm busy day to day... I really enjoyed the bite-size pieces so that I didn't become overwhelmed. This made it easier to actually absorb the material."

    Sun Life Advisor

  • "Whether you are new to the family business market to very familiar with it you will find this course of value."

    Sun Life Advisor

  • "The course provided a strong foundation, combining both insightful case studies with thought-provoking questions. It is an exceptional resource, whether you are experienced or new to the field, enhancing your ability to contribute meaningfully as an advisor in this space. "

    Jessica S.

Working with Family Businesses: Beyond Transactions

  • Immediately applicable learning

  • Transform your knowledge of advising family businesses

  • Add value to your family business clients

  • Stand out in a crowded advisory market

  • 12 - 14 hour self-paced, online education

  • Digital badge awarded on completion

What is a Family Enterprise?

This video is a sample from our course, designed to help advisors support multi-generational family businesses. A family enterprise is much more than just its operating business—it encompasses a diverse portfolio of financial and non-financial assets that the family owns and manages collectively. This video explores this broader perspective, highlighting why understanding and effectively managing all aspects of the family enterprise is essential for long-term continuity and success.

Offered in partnership between mGen Education and Family Enterprise Canada, the premiere Family Advisor accreditation organization

Working with Family Businesses: Beyond Transactions

In this 12-hour self-paced, online program you will delve into concepts, activities, and real-world case studies crafted to equip you with the insights, tools, and strategies necessary to effectively navigate the complexities of family businesses. The program concludes with a customized blueprint for moving forward: Advancing Your Advisory Practice.

From understanding this unique market, including managing relationships and continuity planning, to learning how to be successful in family business environment, we will explore a wide range of areas associated with this market. You will emerge with a deeper understanding of how to add substantial value to your clients and distinguish yourself in a crowded advisory landscape.

What you will gain…

  • Online asynchronous education that will help you develop the knowledge and skills to better understand and add value to your Family Enterprise clients’ continuity journey.

  • By better understanding the Family Enterprise landscape you will be able to provide more personalized and relevant advice and strengthen the trust within your client relationships.

  • Our unique skill based program offers frameworks and resources that will allow you to help clients navigate complex issues such as family relationships, and building a legacy to ensure a smooth transition of ownership.

  • You get 12 credits from CIRO/OCRI. More accreditations coming soon.

Study on your schedule from anywhere.

With the convenience of self-paced, online learning, balance your educational goals with personal and professional commitments.