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 12-16 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.

  • "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

Watch Our Short Video

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.

Study on your schedule from anywhere.

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