STEP Advanced Certificate in Advising the Family Business

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.

Course details

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.

  • Gain in-depth expertise: Improve your understanding of the common concerns, transitions, and difficulties within a family business to better understand family business dynamics and enhance your ability to support and advise family businesses.
  • Practical focus: Practical advice and guidance written by practitioners, for practitioners.
  • A global perspective: Suitable for all professions, globally and culturally, to ensure different specialisms can collaborate to better serve their family business clients. It will also provide access to a wider business and professional community of practice, helping you identify business opportunities in emerging markets and increasing your credibility with prospective clients.
  • Build valuable connections: Network with like-minded professionals in varied roles and firms from all over the world.
  • Industry recognition: Awarded in association with Alliance Manchester Business School, a Faculty of the University of Manchester.

To take this course, you need to be a member of STEP at Affiliate level or higher. Find out more about how to join STEP here.

Course fees: £1,100 + local taxes

Awarded in association with AMBS
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Advising in family business
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This is one of two Advanced Certificates in our Family Business Suite.

For students wishing to enrol onto both the STEP Advanced Certificate in Advising the Family Business and STEP Advanced Certificate in Family Business Governance, a discounted package fee is available when purchasing both together for £2,205.00 + UK VAT if applicable. Please contact us if you wish to purchase both at the discounted rate.

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Limited places. Enrol early to avoid missing out. All times are UK times in 24 hour clock.

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Course dates

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If you are not already a member of STEP, you need to join before enrolling onto this course as you will need your STEP membership number to hand when booking. Find out more here. 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.

Customised Pricing and Group Rates

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.

Enquire now via our Corporate Solutions team

Instalment Plans

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 Advanced Certificate can be taken as part of the STEP Diploma - Set 3
Find out more about The STEP Diploma

Become a member of STEP

To take this course you need to be a member of STEP at Affiliate level or higher.

Find out more about how to join STEP

What will I learn?

Download Syllabus
  • The main theories that are now shaping family business knowledge and practice
  • The complexities of working with family businesses
  • The importance of getting to know the family
  • Family business dynamics, governance issues and sources of conflict
  • Ways to help family businesses through change
  • What competence as a family business adviser looks like

Course format

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:

  • bespoke course reading
  • self-assessment tools
  • supporting material

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.

Is this course right for me?

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:

  • lawyers/solicitors/attorneys
  • accountants
  • financial planners
  • trust managers (senior)
  • wealth managers
  • tax advisers
  • compliance officers/managers
  • bankers
  • family office executives