Knowledge Bureau
PPP105 Advising Family Businesses
It is widely accepted that the majority of family businesses do not survive past the first or second generation. This represents an unfortunate loss, not only for the family that relies on this income for financial stability, but also for Canada's economy. Family businesses have unique opportunities and challenges, and require advisory assistance with this in mind. With this course, you will learn how you can help clients beat the succession odds by better understanding the planning process today.
- Personal course selection consultation
- Virtual campus orientation
- Lesson and study plans
- Personal instructor email support
- Comprehensive Knowledge Journal
Opportunity
Why learn this?
Most family businesses do not survive past the first or second generation — a loss both for the families who depend on that income and for Canada's economy. Advisors who understand the unique opportunities and challenges of family businesses can help clients beat the succession odds and build long-term, intergenerational relationships.
Skills & Knowledge
What You'll Learn
You will understand the advisory needs of family businesses — their unique opportunities and challenges — and learn how to work in alignment with your family business clients.
You'll develop skills in identifying family, business, and ownership issues, and in applying Real Wealth Management principles across the plan.
You'll learn to lead clients through the succession mapping process, structure retirement income, and develop a shared vision that helps the business survive to the next generation.
Curriculum
Course Content
Chapter 1
Understanding the Family Business
Chapter 2
How to Work in Alignment with Your Family Business Clients
Chapter 3
Developing a Shared Vision
Chapter 4
Understanding Family Dynamics and Systems
Chapter 5
Planning and Real Wealth Management
Chapter 6
Advisory Products & Services
Chapter 7
The Priorities Pyramid
Chapter 8
The Succession Mapping Process
Chapter 9
Structuring Retirement Income
Chapter 10
Advising Family Businesses
Questions?
Frequently Asked Questions
Have more questions? Our team is ready to help you get started.
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