GEN 101: Understanding Families in Business & of Wealth

Understanding Families in Business and Families of Wealth. This ebook provides a foundation and understanding of: the nature of family enterprises; useful concepts and theoretical frameworks that apply to your work with family enterprises; a framework for identifying the types of professionals who work with family enterprises as well as the important component of multidisciplinary teamwork.

  • 1 Lessons
  • Required for CFBA & CFWA
  • Online
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GEN 501: Myths, Realities, and Trends

Myths, Realities, and Trends in the Field of Family Enterprise.
This course provides an understanding of: the trends and latest in family enterprise research and practice; the challenge to the persistent myth of shirtsleeves-to-shirtsleeves in three generations; the areas in several topics (women in family enterprises, governance, conflict management, and leadership transition) where researchers and consultants agree and where they differ; generational differences and their impact on family enterprises.

  • 5 Lessons
  • Required for CFBA & CFWA
  • Online
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GEN 202: Families of Wealth

Families of Wealth: A multidisciplinary approach.
This course provides a foundation in and understanding of: how to deploy a family business consulting model that has its foundations in action-research methodology; what it means to ‘be in the room’ with clients through scenarios depicted by actors portraying four of the basic steps of the consulting process; the skills needed for working effectively with family enterprise client systems during the change process; how to use your own skills through interactive feedback sessions posed at the end of each scenario.

  • 4 Lessons
  • Required for CFWA
  • Online
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GEN 102: Self in Systems

Self in Systems: Systemic thinking, genograms and the role of the family enterprise advisor
This course provides a foundation in and understanding of: the nature of systems concepts and systems thinking; the genogram as useful tool in understanding client systems; the genogram as a useful tool for better understanding professionals and how their experiences influence the work they do with family enterprises; professional growth and development, a topic that includes learning more about yourself in order to work more effectively with client systems.

  • 5 Lessons
  • Required for CFBA & CFWA
  • Online
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