Thank you for your interest
in becoming certified as a Family Enterprise Advisor (FEA). Please complete
this form and submit it for consideration. Eligible candidates (those that have
met the prerequisites) will be required to pass a written and oral exam.
Note: Before beginning this
application, please make sure that you have three references, your resume/bio,
a head-shot (JPEG), and Letter of Intent, telling us why you want the
designation and how you intend to use it (up to 500 words). Please be ready to
upload each file as a separate document.
Fee: The certification fee
covers the cost of your written and oral examinations and is $750 plus tax,
upon approval of the application. Payment must be made prior to sitting the
exams. In the event a candidate does not pass the written they may re-sit the
exam up to 3 times at no extra charge. In the event a candidate does not pass
the oral exam they may re-sit the exam up to 3 times at a cost of $300, $400
& $500 respectively.
FEX will send candidates an
invoice with payment instructions. There is no annual fee to maintain a FEA
certification however; FEA designates are required to maintain a current FEX
membership and adhere to continuing education requirements of 7 CE credits per