Accreditation Process

  1. Initial application. Includes assessments of qualifications, experience, emotional sensitivity and personality type.
  2. Personal Mentor allocated from FBIA Faculty to develop Individual Learning Programs for each participant.
  3. Accreditation Training – 12 days of training, face-to-face and online. Usually completed within a year.  Performance assessments conducted during training.
  4. Network Meetings – expected engagement in regular meetings.
  5. Adviser community – expected engagement in community – where most referrals and collaborations will arise.
  6. Supported practice – regular check-ins and coaching/mentoring support available on demand.

Competency Requirements

Accreditation requires demonstrated competence in family business best practices and adviser’s relevant area(s) of practice.

Accredited advisers are expected to have high levels of awareness and sensitivity to both the human and commercial / technical issues present in most family business assignments.

Advisers must be able to place clients’ interests before their personal and professional interests, and collaborate effectively with complementary professionals.

Quality Control

By agreement, FBIA checks in with family business clients on a regular (not annoying) basis, to ensure they’re happy with the service they’re getting from their advisers.  If there are any issues, we’ll help to fix them as painlessly as possible.

FBIA is an adviser-led organisation, rather than an academic or administrative bureaucracy.  We’re relaxed about individual accreditation pathways – recognising that some advisers already have enormous amounts of relevant knowledge, skill and experience.

Assessment Process

Assessments are undertaken by FBIA’s 3 person Accreditation Panel.

The accreditation process reviews individual candidate’s:

  • Application for Accreditation.
  • Training record and performance.
  • Relevant professional reputation and advisory experience.
  • Practice outcomes via coach and mentor feedback.
  • Active involvement in the FBIA adviser community.

Continuing Education (CPD)

Advisory skills and Accreditation are maintained by:

  • Continuing successful advisory work (via colleagues and client feedback).
  • At least 2 days participation each year in relevant CPD.