Our Advisor Programs
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.
Our advisor programs are offered in flexible formats including:
In-person classroom
Virtual live instruction
Self-directed online learning
See below for more details.
-
Working with Family Businesses: Beyond Transactions
Duration: 12 - 16 hours
Online: self-directed
-
Working with Family Businesses: The Essentials Series (4 Modules)
Duration: 2 - 3 hours per module
In-person or virtual classroom
-
"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.
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.