Family Business Accreditation Advisor Program

Comprehensive education program leading to accreditation as a family business advisor.

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Dates: See Course Timetables

Duration: 8 week program and 2 week assessment period

Cost: $2,995 per course

Location: Online

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  • Overview

    Based on cutting edge research and extensive practitioner expertise, this practical program will equip you with the knowledge and skills to enhance your practice in advising families in business.

    Family Business Australia’s (FBA) Advisor Accreditation program is your gateway to the vast network of Family Businesses across Australia.

    The program consists of two core courses, plus one optional:

    • Advising Family Businesses – Part 1
    • Advising Family Businesses – Part 2
    • Governing the Family Enterprise (optional – leads to specialist advisor accreditation)

    Throughout each course you will be challenged to rethink your views on family business advising through the expertise of your facilitators and the sharing of experiences and learnings by your peers. You will demonstrate your increased knowledge and skills through practical assessment tasks designed enhance your ability in applying tools which will differentiate you from your competitors and add value to your practice.

    Family Business Australia (FBA) has partnered with the University of Adelaide’s Family Business Education and Research Group (FBERG) and PACE to bring you this world class education program.

  • Course timetables

    Part 1

    Module Key Dates
    Online Orientation and course open for participants to access - 10.00am AEST (1.5 hours) 5 May
    Online workshop 1 - 10.00am AEST (2 hours) 12 May
    Online workshop 2 - 10.00am AEST (1 hour) 26 May
    Online workshop 3 - 10.00am AEST (2 hours) 16 June
    Final project due 30 June
    Project feedback returned 14 July
    Post-program catch-up - 6.30pm AEST (1 hour) 21 July

    Part 2

    Module Key Dates
    Online Orientation and course open for participants to access - 12.00pm AEST (1.5 hours) 28 July
    Online workshop 1 - 12.00pm AEST (2 hours) 4 August
    Online workshop 2 - 12.00pm AEST (1 hour) 25 August
    Online workshop 3 - 12.00pm AEST (2 hours) 15 September
    Final project due 29 September
    Project feedback returned 13 October
    Post-program catch-up - 6.30pm AEST (1 hour) 20 October

    Part 3

    Module Key Dates
    Online Orientation and course open for participants to access - 6.30pm AEST (1.5 hours) 19 May
    Online workshop 1 - 6.30pm AEST (2 hours) 26 May
    Online workshop 2 - 6.30pm AEST (1 hour) 16 June
    Online workshop 3 - 12.00pm AEST (2 hours) 7 July
    Final project due 28 July
    Project feedback returned 11 Aug
    Post-program catch-up - 6.30pm AEST (1 hour) 18 Aug

     

  • Course topics
    • Family Business: different and significant – what advisors need to know.
    • Crossing generations: the evolution of family enterprise.
    • Family Enterprise challenges and opportunities– strategy and governance.
    • Family Enterprise challenges and opportunities– succession and entrepreneurial renewal.
    • What is a family business advisor and understanding family dynamics.
    • Assessing the family enterprise system.
    • Family consulting engagement.

  • Credit

    Completion of the first two subjects gains you FBA Accredited Advisor status and will count as a credit towards 25% of the University of Adelaide’s Graduate Certificate In Family Enterprise.

    Completion of all three subjects gains you FBA Specialist Accredited Advisor status and  will count as a credit towards 50% of the University of Adelaide’s Graduate Certificate In Family Enterprise.

  • Who is this program for?

    Professional advisors who work with – or are looking to work with - family businesses.

    Family Business members looking to take a leading role in guiding the family business through the many unique challenges and opportunities family businesses face.

  • Key learnings

    There are many benefits to becoming a FBA Accredited Advisor.

    Through Accreditation you will increase your knowledge of the family business sector, target your offering to this vast market and maximise your own business potential.

    Through this Accreditation you will be:

    • Uniquely differentiated in the marketplace through the use of the FBA Accredited Advisor logo.
    • Recognised for your Family Business expertise.
    • Found faster by the Family Businesses that make up 70% of all businesses in Australia.
    • Trusted and respected by more Australian businesses.
    • Part of an invaluable referral network.

Presenter

Dr Chris Graves - Co-Founder, Family Business Education & Research Group (FBERG), The University of Adelaide

Chris leads the Adelaide Business School's FBERG, and has substantial experience teaching at both undergraduate and postgraduate levels in Australia and Asia. He holds a Masters in Economics from the University of New England, and a PhD from The University of Adelaide, which investigated factors limiting the ability of family-owned SMEs to grow internationally, and how they could be overcome. Chris has also worked extensively as a Chartered Accountant across multiple sectors.

Francesco Barbera - Adelaide Business School

Frank is a Senior Lecturer and Co-Director of the Family Business Education & Research Group at the Adelaide Business School. His research interests encompass a wide range of issues applied to family business, entrepreneurship, small business management, and family business education.

Dennis Jaffe - PhD

For over 40 years, Dennis has been one of the leading architects of the field of family enterprise consulting. As both an organizational consultant and clinical psychologist, he has helped multi-generational families to develop governance practices that build the capability of next generation leadership and ensure ongoing capability of financial organizations and family offices to serve their family clients.