FEA PROGRAM APPLICATION WINTER 2025 COHORT

STARTS JANUARY 22nd – IN TORONTO!

LEGAL INFORMATION

PRIVACY NOTIFICATION

COLLECTION AND USE: The personal information you provide to us during this application process is collected and used for purposes relating to the Family Enterprise Advisor (FEA) Program.

EXTERNAL STORAGE: This application process is managed using online service providers. By submitting your application, you are consenting to the collection and storage of your information on servers located in the United States.

Please check the box below to continue

I AGREE

PROGRAM SCHEDULE

(All program dates are full day classes unless otherwise noted below)

IN-PERSON - Jan 22-23, 2025 - Business Family Dynamics - Toronto

VIRTUAL - Feb 19-20, 2025 - Family Enterprise Governance

VIRTUAL - Mar 19, 2025 - Family Enterprise Strategy

VIRTUAL - Apr 7-8, 2025 (2 half-days) - Facilitation and Communications Skills

IN-PERSON - May 12-14, 2025 - Multi-Disciplinary Advising - Montreal

VIRTUAL - Jun 10-11, 2025 - Continuity Planning

IN-PERSON - Oct 21-22, 2025 - Toronto

Please review the Attendance Policy for the FEA Program and the pre-requisites listed below for FEA Certification prior to submitting your application.

Pre-requisites for FEA Certification:

Has a core discipline of practice which is relevant or of value to advising families
Has at minimum an undergraduate degree, professional designation or the equivalent
Has attended each module and completed all requirements of the FEA Program
Prior to sitting the FEA exams, has completed the Application for FEA Certification form which includes a professional and criminal background disclosure and confidentiality agreement
Is committed to the field of Family Enterprise and the high ethical standards critical to earning and maintaining trust in the family enterprise advising profession and AND can substantiate this commitment through references and a one-on-one interview with an FEA adjudicator
Within 18 months of completing the FEA course work, has demonstrated through a rigorous examination process that they understand the content and critical teachings of the FEA Program AND can apply the theoretical learning to practice live cases

Please check the boxes below to continue.

I HAVE READ THE ATTENDANCE POLICYI HAVE READ THE PRE-REQUISITES FOR FEA CERTIFICATION

PAYMENT OPTIONS | FEA PROGRAM

The Program Tuition Includes:

All digital course materials.
Meals for in-person modules.
The FEA examination (excluding re-takes).
Bonus: 15-month complimentary Family Enterprise Canada membership.

Accommodations for In-Person Modules:

Accommodations are not covered in your tuition.

One-Time Payment Option
Base Tuition	$18,495
Subtotal	$18,495*
Payment Due:	Sep. 30, 2024	*Subject to applicable taxes.

Payment Plan Option
	1st Installment	2nd Installment	3rd Installment	Subtotal
Tuition	$9,710*	$4,855*	$4,855*	$19,420*
Payments Due:	Nov. 29, 2024	Apr. 15, 2025	Aug. 29, 2025
				*Subject to applicable taxes.

Please select your preferred payment option:

One-Time PaymentPayment Plan Option

Please review our FEA Program Cancellation Policy prior to submitting your application.

Please check the box below to continue

I HAVE READ THE CANCELLATION POLICY

PERSONAL DETAILS

Title

First Name (e.g. Robert)

Preferred First Name (name by which you are commonly known by, if different from the above e.g. Rob)

Last Name

Gender

Please select your age range.

How did you hear about us?

Please list your referral (name of person/organization)

Please list the specific conference/event

Other details

Dietary Restrictions

PROFESSIONAL DETAILS

Current Job Title (enter unemployed if currently not working)

Organization Name (enter Independent if you do not have an organization name)

Portion of Practice Involving Families in Business

Primary Area of Practice (select one choice)

Additional Area of Practice (select one choice)

If your area of practice is not listed above, please specify in the text box below.

Website

E-mail

Alternate E-mail

Employer Address Line 1

Employer Address Line 2

Employer Address Line 3

Employer City

Employer Province/State

Employer Postal/Zip Code

Employer Country

Telephone (Please include extension if applicable)

Mobile Phone

FEA PROGRAM – APPLICANT ELIGIBILITY QUESTIONS

By responding to the following 5 questions, you will help us assess your eligibility for the FEA Program and deliver a learning experience which is aligned with your needs. Your responses are an opportunity for you to provide additional details about yourself with respect to your professional experiences. The FEA Admissions team will carefully consider your responses and, therefore, you are encouraged to provide an appropriate level of detail and colour. A guideline for the length of response to each question is approximately 60 words or one short paragraph.

Please upload a Word document with your answers to these questions

1. Please state your name and your employer/organization and tell us why you are applying to the FEA Program.
2. What is your experience working with family businesses?

3. What are some of your goals and expectations of the FEA Program?

4. Please provide details on your primary area(s) of practice as identified on your application.

5. Is there any additional information that you would like to share with the FEA Admissions Team?

BILLING INFORMATION
Please specify how you would like invoices to be made out if different from previous.

Billing Organization Name

Billing Address Line 1

Billing Address Line 2

Billing City

Billing Province/State

Billing Postal Code/Zip Code

Billing Country

E-Mail Address of Billing Contact

Telephone Number of Billing Contact (include extension if applicable)

DESIGNATIONS

Please select the number of designations you have

Designation 1

Abbreviation

Full Name of Designation

Conferment Year

Designation 2

Abbreviation

Full Name of Designation

Conferment Year

Designation 3

Abbreviation

Full Name of Designation

Conferment Year

Designation 4

Abbreviation

Full Name of Designation

Conferment Year

Designation 5

Abbreviation

Full Name of Designation

Conferment Year

I confirm that I am a member in good standing with the designating body/bodies governing the designations I have listed above.

YesNoNot Applicable

ADDITIONAL TRAINING OR PROFESSIONAL CERTIFICATIONS

Please select the number of certifications you have

Certification 1

Full Name