Related Courses
Take your career to the next level with higher education that works for you
Course Overview
This course provides practical knowledge about what differentiates family businesses from other types of clients and introduces theories and frameworks that are needed to better understand family business dynamics.
It provides practitioners with the practical knowledge about what differentiates family businesses from other types of clients and introduces theories and frameworks that are needed to better understand and support family business dynamics.
- Gain in-depth expertise: Improve your understanding of the common concerns, transitions, and difficulties within a family business to better understand family business dynamics and enhance your ability to support and advise family businesses.
- Practical focus: Practical advice and guidance written by practitioners, for practitioners.
This Advanced Certificate can be taken as part of the STEP Diploma.
Course Content
- The main theories that are now shaping family business knowledge and practice
- The complexities of working with family businesses
- The importance of getting to know the family
- Family business dynamics, governance issues and sources of conflict
- Ways to help family businesses through change
- What competence as a family business adviser looks like
Benefits
- A global perspective: Suitable for all professions, globally and culturally, to ensure different specialisms can collaborate to better serve their family business clients. It will also provide access to a wider business and professional community of practice, helping you identify business opportunities in emerging markets and increasing your credibility with prospective clients.
- Build valuable connections: Network with like-minded professionals in varied roles and firms from all over the world.
- Industry recognition: Awarded in association with Alliance Manchester Business School, a Faculty of the University of Manchester.
Prerequisites
This course is designed for all professionals working with a family business looking to expand in their profession and carry out their role more effectively.
Students of this course typically include:
- lawyers/solicitors/attorneys
- accountants
- financial planners
- trust managers (senior)
- wealth managers
- tax advisers
- compliance officers/managers
- bankers
- family office executives
To take this course you need to be a member of STEP at Affiliate level or higher. Find out more about how to join STEP here and allow sufficient time (approximately 5 business days) for your membership application to be processed before course enrolment is possible.
Assessment
The course is assessed by way of a 3,500-4,000 word written assignment, based on a case study published two months before submission.
Sign In Required
Please sign in to book this course
Register interest
Enter your email to be notified when new dates are available.
Select which organisation you would like to book for
Select Attendees to Book
Booking Summary
Free Course Summary
Register Interest Summary
- Course
- Course Title
- Notification
- You will be notified when this course becomes available for booking