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.

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

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.