FREE 12 months membership with Accreditation

Advising at the intersection of family and business requires unique expertise. Invest in your career through an education program which will assist you in providing expert advice to families in business.



Family Business Australia (FBA) has partnered with the University of Adelaide’s Family Business Education and Research Group (FBERG) to bring you a world class education program to ensure that as an FBA Accredited Adviser you are well equipped to assist families in business to harness their opportunities and deal with the challenges they face.

Developed from cutting edge research and extensive practitioner expertise, this practical, grounded program is designed to equip you with the knowledge and skills you need to enhance your practice in advising families in business.

                  

Program overview and facilitators

 

Advising Business Families – Part 1 Advising Business Families – Part 2 Governing the Family Enterprise

This course develops an overall understanding of the nature, uniqueness and significance of family enterprises around the world. Topics include:


  • Family Business: different and significant – what advisers need to know
  • Crossing generations: the evolution of family enterprise
  • Family Enterprise challenges and opportunities (part 1) – strategy and governance
  • Family Enterprise challenges and opportunities (part 2) – succession and entrepreneurial renewal

This course focuses on the additional skills and practices that advisors require in order to be effective in addressing the unique issues business family clients encounter. Topics include:


  • What is a family business adviser and understanding family dynamics
  • Assessing the family enterprise system
  • Family consulting engagement
  • Communication: resolving family conflict

This course develops an understanding of effective governance in complex family enterprises. Topics include:


  • Governance of the family enterprise
  • Family enterprise governance in action – parallel planning
  • Family enterprise governance in action – tools and approaches
  • Facilitating change in Family Enterprise Governance
Facilitators Facilitator Facilitator
Dr. Chris Graves & Dr Francesco Barbera Dr. Dennis Jaffe Judy Choate
    

 

Delivery

Each course will be delivered online, providing you with the flexibility to work around your busy consulting schedule. Each course runs for 8 weeks with an additional 12 days to complete the final assessment piece.

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 expertise through practical assessment tasks designed to further develop your skills in applying tools which will add value to your practice.

 

Eligibility

Only FBA members are eligible to enrol in these courses – Click here for more information or to join as a member.

Commitments

Each course will require approximately 3.5 hours per week time commitment which is made up of:

  • 4 fortnightly modules
    • 1 hour online lecture per module fortnight (self-paced)
  • 3 Online Workshops (5 hours total)
  • Discussion board activity
  • 8 readings
  • 1 assessment (report)

Dates

Course Dates  Online Meeting Assessment Period

Advising Business Families – Part 1
30 April – 22 June 2018

 

 

Online Meeting 1: 
Tuesday 1 May, 7pm AEST

Online Meeting 2:
Thursday 24 May, 7pm AEST

Online Meeting 3:
Thursday 21 June, 7pm AEST

 

  • June 23 – July 2
  • Analysis of a family business case
  • Assessment available from commencement of course
  • Assessment due on July 2
Advising Business Families – Part 2
9 July – 31 August 2018

Online Meeting 1: 
Tuesday 10 July, 12 noon AEST

Online Meeting 2:
Thursday 2 August, 12 noon AEST

Online Meeting 3:
Thursday 30 August, 12 noon AEST

 

  • September 1 – 10
  • Analysis of a family business case
  • Assessment available from commencement of course
  • Assessment due on September 10


Governing the Family Enterprise
17 September –9 November  2018

Online Meeting 1: 
Tuesday 18 September, 7pm AEST

Online Meeting 2:
Thursday 11 October, 7pm AEST

Online Meeting 3:
Thursday 8 November, 7pm AEST

  • November 10 – 19
  • Analysis of a family business case
  • Assessment available from commencement of course
  • Assessment due on November 19

Pricing

Each course is $2,995 (excl GST). Discounts apply for FBA members who register for more than one course as follows:

 

If enrolling in: Standard Price (excl GST) Discount applied Total price after discounts applied (excl GST)
One course $2,995 0% $2,995
Two courses $2,995 5% $5,840
Three courses $2,995 10% $8,535

 

Registrations must be made at the same time for these discounts to be applied. Contact FBA to secure these discounts on 1800 249 357.

A payment plan is available. Contact FBA for details on 1800 249 357.

 

FBA’s Adviser Accreditation Model

FBA’s Adviser Accreditation Model comprises two levels – Accredited Family Business Adviser (AFBA) and Specialist Family Business Adviser (SFBA). You choose the level of Accreditation you wish to attain. 

To achieve Accredited Family Business Adviser status, you need to complete two courses – Advising Business Families – Parts 1 and 2.

To achieve Specialist Family Business Adviser status, you must complete all three courses.

To have creditability in our marketing, FBA needs to have all advisers accredited. We plan to allow two years to transition all non-accredited advisers onto the new program.


The Adviser Marketplace

Accredited Advisers will also become eligible to be listed on the new FBA Adviser Marketplace. This platform is a digital directory that makes it easy for consumers to search for and narrow down an adviser that suits their unique needs.

About FBERG

Established by the Adelaide Business School in 2011, FBERG is Australia’s leading university-based group furthering family enterprise research, education, and engagement worldwide.

FBERG’s mission is to advance the growth and performance of family enterprises through its education programs developed in partnership with industry and its relevant thought-leading research.

Since 2013, FBERG has undertaken the biennial family business survey in partnership with KPMG and FBA.