Professional Accreditation Registration

Membership of the Family Business Institute is restricted to individuals who undertake our Professional Accreditation Program.  To maintain exclusivity, maximise referrals during and after accreditation, and to ensure the highest possible levels of ongoing support, we intend to limit membership to 100 advisers in Australia and 25 in New Zealand.

On satisfactory completion of training Members will be accredited by FBI as “Family Business Solutionists” to differentiate them from other advisers in the market.

Membership provides:  induction into the Institute; 12 days of intensive training;  access to all FBI materials and support systems;  personal marketing through your individual Adviser Profile Page;  participation in Network Meetings.

Subsequent year subscriptions cover:  continuing accreditation and access to all FBI materials and support systems; personal mentoring;  marketing;  participation in Network Meetings.

Application for Membership of the Family Business Institute

I apply to become a Member of FBI.  I understand that membership requires me to accept specific obligations and commitments between myself, FBI and the FBI adviser community, as specified in FBI’s Code of Ethics and Professional Practice.  

I understand that membership of FBIA requires me to accept the obligations and commitments specified in the Code of Ethics and Professional Practice.  

I also understand that acceptance into FBIA and/or IQ Club are subject to satisfactory outcomes of:

• Adviser Suitability Assessment – attitude to collaborative advisory work.
• Online psychometric profile to identify personal and professional behavioural style.
• Online or face-to-face interview.
• Professional References.

Step 1. Create an online account