Course description
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.
Designed and delivered by leading industry experts, this course provides practical knowledge about the differences between family businesses and other clients and introduces theories and frameworks to support this.
- Gain in-depth expertise: Examine common concerns, transitions and difficulties encountered, to better understand family business dynamics and enhance family business expertise and capabilities.
- 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.
- Industry recognition: Successful completion awards you 30 diploma-level credits towards a prestigious STEP membership, enhancing your professional standing.
It is recommended that this programme be studied prior to enrolling for the STEP Advanced Certificate in Family Business Governance.
This course is awarded in association with Alliance Manchester Business School, the University of Manchester.
Upcoming start dates
Suitability - Who should attend?
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 advisors
- compliance officers/managers
- bankers
- family office executives
Entry requirements:
Applicants must have obtained 60 STEP entry-level credits to enrol on this course.
OR
Already be a member of STEP.
Outcome / Qualification etc.
You will be able to:
- understand the complexities of working with family businesses
- analyse family business dynamics, governance issues and sources of conflict
- apply a range of proven tools to help the family business achieve its objectives
- demonstrate the skills and knowledge expected of a competent family business adviser operating within the bounds of their own profession of origin
Course delivery details
The programme is delivered online and will take four months to complete.
The course is assessed by a 3500-4000 word written assignment, based on a real case study published two months before submission, where candidates must achieve at least 50% to pass.
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CLTI
CLTI provides training and qualifications to professionals working in the private client, wealth management, and investment funds industry across the globe. We are the primary education partner for STEP, the global professional association for practitioners specialising in family inheritance and...