Program Details

Type: Self-Paced

Cost: $499

Duration: 6 hours

Location: Online

Advising Family Business

Gain expertise in the unique complexities of family businesses

Gain the knowledge and skills you need to provide better service and advice to family business clients with our comprehensive advising family business certificate program. Our six-course series offers advisors a solid foundation to build their family business expertise, combining practical tips with theoretical perspectives. From advisor essentials to succession planning, all of the fundamental topics pertinent to advising family businesses are covered in this series. With this certificate program, you'll be equipped with the tools you need to assist family businesses in facing unique challenges.

Approved for seven practical skills by the Oregon Bar Association, ID #97849

 

Required courses for certificate

Courses may be taken individually and in any order unless otherwise noted. If pursuing the certificate, all courses in the certificate program must be completed with a C/pass or better.

Why take this program?

After successful completion of this program, you will be able to:

  • Demonstrate the goals, questions, desired outcomes, risks and potential problems of the consulting process.
  • Review the primary objectives of a formal assessment and learn the value of the family sharing their thoughts, feelings and perceptions.
  • Discuss the importance of succession planning while the potential successors are children; convey important topics to clients: family values, work ethic, money, work-life balance and other issues.
  • Understand the complex landscape of the systems from the business and family perspective.
  • Learn common conflicts and difficulties that arise in family businesses.
  • Implement concepts, tools and techniques to help integrate solutions into the unique personal needs and dynamics to serve a family-owned business.

 

Program benefits

This certificate program provides a comprehensive curriculum that covers topics from advisor essentials to succession planning, the program provides a comprehensive foundation in family business expertise. The program is approved for seven practical skills by the Oregon Bar Association, a prestigious and pragmatic distinction. Participants will gain valuable insights into the world of family enterprises through the advising family business certificate program.

Types of positions in advising family business

  • Family Business Consultant
  • Succession Planner
  • Family Business Advisor
  • Financial Advisor for Family Businesses
  • Conflict Resolution Specialist
  • Estate Planning Consultant
  • Human Resources Manager for Family Businesses
  • Risk Management Advisor

 

Career insight for a Business Advisor:

Business advisors play a critical role in guiding organizations towards achieving their strategic goals. They possess a comprehensive understanding of the market, target audience, and overall business vision. Successful business advisors collaborate closely with stakeholders to gather insights, provide feedback, and make informed decisions on business strategies and improvements. On average, business advisor positions offer a median annual salary of $83,498.

Source: Indeed, 2024