Family Business Adviser Accreditation Policy

Accredited members provide exceptional advisory services to business families and family businesses.

The Accreditation Panel assesses each adviser’s performance during their training as a demonstration and test of their ability to address personal, family, and commercial issues according to solutionist principles, by applying appropriate knowledge, experience, judgement and skills.

Each adviser must also have the active and willing support of a professional network of collaborative and trustworthy advisers, mainly drawn mainly from FBI and IQC networks.

The Accreditation Panel comprises 3 people.  Accreditation requires a unanimous decision.

If a Panel decision is appealed by an adviser, the FBI Chair will make a final and binding decision, based on whatever written and/or oral submissions they deem appropriate.

Accreditation Process

The Accreditation Panel bases its assessments on observations and feedback from 3 key elements of practice:

  1. Existing training, qualifications, knowledge, experience, skills and judgement.
  2. Demonstrated attitudes and competencies during the training program and associated networking events.
  3. Supervised practice with an assigned mentor, with at least 3 family business clients.

Maintaining Accreditation

To maintain the highest standards, accreditation remains a dynamic and demanding process, requiring:

  1. Continuing membership of IQC Academy and active engagement in our adviser community through meetings and online activities.
  2. Regular and positive client feedback from referrals and placements sought by IQC on a consensual and confidential basis.
  3. 3+ days’ annual participation in relevant networking and/or CPD activities (included in subscription cost).
  4. Maintaining an excellent reputation in all areas of professional activity.

 

Terminating Accreditation

Failure to satisfy any of the above requirements may result in cancellation of accreditation at the Panel’s discretion.

If a Panel decision is appealed by an adviser, the FBI Chair will make a final and binding decision, based on whatever written and/or oral submissions they deem appropriate.