Institution Programme for Channel Partners:

Course Objective:
This Programme offers specialized training to Professionals like Lawyers, Accountants, Academicians, Family Bankers, Venture Capital/Private Equity Players etc. associated with Institutions. These professionals can promote family governance systems to their clients (Family Firms) as part of their family office organization.
15 hours (60 days) of e-Learning followed by 2 days of classroom sessions

Topics Covered:
  • Introduction to Family Business
  • Significance & Impact of Family Business
  • Dynamics & Complexity of family business
  • 3 Circle model: Ownership, Family and Business
  • Understanding of Family business
  • Family: Values, Legacy, Relationships, Business Culture
  • Family Membership and Governance
  • Vision and Values
  • Family Models
  • Family Constitution and Policies
  • Legal Frame work of family constitution
  • Why do I want to be a Family Business Advisor
  • Role of an Family Business Advisor
  • Managing Differences in Family
  • How do I Segregate the market
  • Suspect, Prospect and Closure
  • Understanding the tool Kit.
  • Role Play

Academic Partner

Blended Learning Approach
  • e-learning course by Business Families Foundation
  • video case studies
  • interactive classroom & group learning
  • After certification, you will be invited to stay connected and continue to learn online through your personalized PFBI portal.

* Disclaimer: Course syllabus is subject to change based on market needs.