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.
Duration:
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


Methodology:
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.