This course provides practical knowledge about what differentiates family businesses from other types of clients and introduces theories and frameworks that are needed to better understand family business dynamics.
This Advanced Certificate can be taken as part of the STEP Diploma.
Expert-led learning
Practical and relevant
Flexible online learning
Recognised worldwide
Solutions for teams
Flexible ways to pay
This course provides practitioners with the practical knowledge about what differentiates family businesses from other types of clients and introduces theories and frameworks that are needed to better understand and support family business dynamics.
Book a call with one of our friendly advisors.
Are you a STEP member?
You need to be a member of STEP at Affiliate level to take this course.
If you are not a member yet, you can join STEP directly via their website. Please allow five working days for your membership application to be approved by STEP.
Applicable local taxes and discounts will be added to your basket on checkout for this course.
Tailored pricing plans and group rate cards are available for firms seeking to train multiple team members or larger groups of employees. We are happy to work with you to design a cost-effective solution that aligns with your training goals and budget. Ask about group bookings.
You can pay for your course fees in instalments if you choose the interest-free instalment plans available for certain courses. Specifically, you can opt for three equal monthly instalments for Certificate and Advanced Certificate level courses that total over £800 (excluding VAT), or six equal monthly instalments for the Professional Postgraduate Diploma. Payments can be made using a credit or debit card.
This course is available for study twice a year and takes four months to complete. It is delivered online.
Enrolment onto this course will include access to an online learning platform containing:
The course is assessed by way of a 3,500-4,000 word written assignment, based on a case study published two months before submission.
Once you have successfully completed this course, you will be awarded the STEP Advanced Certificate in Advising the Family Business.
This course is designed for all professionals working with a family business looking to expand in their profession and carry out their role more effectively.
Students of this course typically include:
Yes, in order to enrol on a STEP Advanced Certificate, you will need to be an Affiliate Member or higher. STEP qualifications require students to hold the correct level of membership before enrolment. This ensures students are part of the STEP professional framework, have access to resources, and meet eligibility criteria.
You can apply for membership directly from the STEP website.
If all required information is submitted correctly, STEP typically processes membership applications within 5 working days.
Most STEP Qualifications take around 4 months to complete. You will gain access to online learning materials and there will be a final assignment based on a case study published two months before the submission deadline. We recommend study time of 4-6 hours per week for the duration of the course.
Yes, this qualification can be taken as a standalone qualification if you wish, or as part of the STEP Diploma, which comprises of 4 STEP Advanced Certificates from applicable sets.
This qualification is assessed by way of a 3,500-4,000 word written assignment, based on a case study published two months before submission. You will receive an assessment guidance video and self-assessment questions as part of your course materials.
The qualification is particularly relevant for lawyers, solicitors, attorneys, accountants, financial planners, trust managers (senior), wealth managers, tax advisers, compliance officers/managers, bankers & family office executives.
Yes. The course is designed for an international audience, can be studied globally, and focuses on international trust concepts relevant across multiple jurisdictions.
