STEP Advanced Certificate in Family Business Advising
This qualification is a collaboration between STEP and Central
Law Training (CLT).
Why should I study this qualification?
- Enables you to introduce or enhance a family business
specialism within your firm
- Provides you with the knowledge to identify business
opportunities, local or international, in what is currently an
immature market.
- Gain enhanced credibility with prospective clients.
- Access a wider business and professional community of
practice.
- Gain a recognised qualification in this field.
- Fulfil your annual STEP CPD requirements.
- If you are not already a STEP member, you can become an
Affiliate on completion of the Advanced Certificate.
What are the entry requirements?
The course will be of interest to anyone
working within a family business from within the bounds of their
own profession of origin, whether they are a lawyer,
solicitor, attorney, accountant, trust officer, trust and estate
planner, financial planner, private banker, wealth manager, family
office executive or a member of a multi-disciplinary team.
This Advanced Certificate is also relevant for family business
employees, owners and next generations.
Non-members of STEP who enrol on this Advanced
Certificate become student members of STEP whilst
studying. Upon successful completion of the qualification you can
become an Affiliate of STEP or go
on to study the Diploma, which provides a
route to full STEP membership.
What does the programme cover?
Completing this Advanced Certificate will enable you
to:
Workshops
There will be a one-and-a-half-day workshop for this
course. In order to pass the Advanced Certificate you must
attend the workshop and complete the associated
assignment.
Workshops will be held in:
London,
Edinburgh, Geneva, New York and Toronto.
Visit the CLT website
for workshop dates
Introduction from STEP
The need to develop a competent advisory
capacity for family enterprises, within professional firms, is a
new area for professional education which sits naturally with STEP
and its growing portfolio of structured learning. Much of the work
STEP members do focuses on advising family businesses with wealth
structuring and succession planning issues. This Advanced
Certificate aims to enhance this advisory capacity, for both STEP
members and other professionals, by helping the advisor build the
complex mix of competencies required to offer an effective and
wide-ranging service to the family business.
The Advanced Certificate will cover key
aspects of family enterprise systems, providing a deeper
understanding of how best to work with a family enterprise, from
the first meeting with the client, setting agendas and planning, to
structuring the business and identifying and managing issues within
the family. The course will provide an understanding of both simple
family enterprises as well as more complex multigenerational
families.
The writing team for the STEP Advanced Certificate in Family
Business Advising is international in scope, covering Europe and
North America and comprises a network of experienced specialist
practitioners:
Family business clients increasingly expect their advisers to be
able to demonstrate a strong interest in and commitment to the
family enterprise field in addition to being up-to-date in their
own specialism. Advisers therefore need to decide how to respond to
the changing demands in this new market. The STEP Advanced
Certificate in Family Business Advising provides advisers with a
comprehensive and practical introduction to the key models and
frameworks from the family enterprise field that all advisers can
use to help their clients
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