FALL 2027 WEST COHORT (BLENDED) - FEA PROGRAM APPLICATION

STARTS OCT 18TH – IN CALGARY!

LEGAL INFORMATION

PRIVACY NOTIFICATION

COLLECTION AND USE: The personal information you provide to us during this application process is collected and used for purposes relating to the Family Enterprise Advisor (FEA) Program.

EXTERNAL STORAGE: This application process is managed using online service providers. By submitting your application, you are consenting to the collection and storage of your information on servers located in the United States.

Please check the box below to continue

I AGREE

PROGRAM SCHEDULE

Class times for the three in-person modules are: 9:00 a.m. - 4:30 p.m. local each day (breakfasts available from 8:30 a.m.)

Class times for the four virtual modules are 11:00 a.m. - 6:00 p.m. Eastern Time each day

Module 1: In-Person/Calgary - Oct 18-19, 2027

Business Family Dynamics

Module 2: Virtual - With Fall 2027 Central Cohort - Nov 15-16, 2027

Family Enterprise Governance

Module 3: Virtual - With Fall 2027 Central Cohort - Dec 2, 2027

Family Enterprise Strategy

Module 4: Virtual - With Fall 2027 Central Cohort - Jan 17-18, 2028

Facilitation and Communication Skills

Module 5: In-Person/Vancouver – Feb 7-9, 2028

Multi-Disciplinary Advising (team project launches)

Module 6: Virtual - With Fall 2027 Central Cohort - Apr 5-6, 2028

Continuity Planning

Module 7: in-Person/Vancouver - Jul 5-6, 2028

Knowledge Integration and Application

FEA Exams – The FEA exams consist of an online written exam and a virtual oral exam and will be offered on multiple dates between September and November 2028.

Please review the Attendance Policy for the FEA Program and the pre-requisites for FEA Certification prior to submitting your application.

PRE-REQUISITES FOR FEA CERTIFICATION

Has a core discipline of practice which is relevant or of value to advising families

Has at minimum an undergraduate degree, professional designation or the equivalent

Has attended each module and completed all requirements of the FEA Program

Has completed the Application for FEA Certification form which includes a professional and criminal background disclosure and confidentiality agreement

Is committed to the field of Family Enterprise and the high ethical standards critical to earning and maintaining trust in the family enterprise advising profession and AND can substantiate this commitment through references and a one-on-one interview with a FEA adjudicator

Within 18 months of completing the FEA course work, has demonstrated, through a rigorous examination process, that they understand the content and critical teachings of the FEA Program AND can apply the theoretical learning to practice live cases

Please check the boxes below to continue.

I HAVE READ THE ATTENDANCE POLICYI HAVE READ THE PRE-REQUISITES FOR FEA CERTIFICATION

PAYMENT OPTIONS | FEA PROGRAM

The Program Tuition Includes:

All digital course materials.
Meals for in-person modules
The FEA examination (excluding oral exam re-takes).
Bonus: 15-month complimentary Family Enterprise Canada membership while you are in the program and FEA exams.

Accommodations:

Accommodations are not covered in your tuition.

One-Time Payment Option

Tuition	$19,995*
Early Bird Rate: Early Bird Deadline:	$18,995* June 15, 2027	*Subject to applicable taxes.

Payment Plan Option
	1st Installment	2nd Installment	3rd Installment	Subtotal
Tuition	$10,497*	$5,249*	$5,249*	$20,995*
Payments Due:	Aug 16, 2027	Nov 30, 2027	Feb 28, 2028
				*Subject to applicable taxes.

Please select your preferred payment option:

One-Time PaymentPayment Plan Option

Please review our FEA Program Cancellation policy prior to submitting your application.

Please check the box below to continue

I HAVE READ THE CANCELLATION POLICY

PERSONAL DETAILS

Title

First Name (e.g. Robert)

Preferred First Name (name by which you are commonly known by, if different from the above e.g. Rob)

Last Name

Gender

Please select your age range

Please select your province of residence

How did you hear about us?

Please list your primary referral's name and organization. (List only one referral name.)

Please list the specific conference/event

Other details

Dietary Restrictions

PROFESSIONAL DETAILS

Current Job Title (enter unemployed if currently not working)

Organization Name (enter Independent if you do not have an organization name)

Are you a MacKay Chair?

Portion of Practice Involving Families in Business

In Your Professional Role, Do You Have Direct Interaction With Families in Business?

Primary Area of Practice (select one choice)

Additional Area of Practice (select one choice)

If your area of practice is not listed above, please specify in the text box below.

Website

E-mail

Alternate E-mail

Employer Address Line 1

Employer Address Line 2

Employer Address Line 3

Employer City

Employer Province/State

Employer Postal/Zip Code

Employer Country

Telephone (Please include extension if applicable)

Mobile Phone

FEA PROGRAM – APPLICANT ELIGIBILITY QUESTIONS

By responding to the following 5 questions, you will help us assess your eligibility for the FEA Program and deliver a learning experience which is aligned with your needs. Your responses are an opportunity for you to provide additional details about yourself with respect to your professional experiences. The FEA Admissions team will carefully consider your responses and, therefore, you are encouraged to provide an appropriate level of detail and colour. A guideline for the length of response to each question is approximately 60 words or one short paragraph.

Please upload a Word document with your answers to these questions.

1. Please state your name, role and your employer/organization and tell us why you are interested in undertaking the FEA Program and FEA designation.

2. Please provide details on your primary area(s) of practice.

3. What is your experience working with family enterprises?

4. What skills and competencies will you bring to the program?

5. How do you acticipate the FEA Program may augment or expand your expertise or experience?

BILLING INFORMATION

Is your billing address the same as the employer address you listed in the previous section?

Billing Organization Name

Billing Address Line 1

Billing Address Line 2

Billing City

Billing Province/State

Billing Country

Billing Postal Code/Zip Code

Telephone Number of Billing Contact (include extension if applicable)

E-Mail Address of Billing Contact

DESIGNATIONS

Please select the number of designations you have

Designation 1

Abbreviation

Full Name of Designation

Conferment Year

Designation 2

Abbreviation

Full Name of Designation

Conferment Year

Designation 3

Abbreviation

Full Name of Designation

Conferment Year

Designation 4

Abbreviation

Full Name of Designation

Conferment Year

Designation 5

Abbreviation

Full Name of Designation

Conferment Year

I confirm that I am a member in good standing with the designating body/bodies governing the designations I have listed above.

YesNoNot Applicable

ADDITIONAL TRAINING OR PROFESSIONAL CERTIFICATIONS

Please select the number of certifications you have

Certification 1

Full Name

Governing/Certifying/Training Body

Year of Completion

Certification 2

Full Name

Governing/Certifying/Training Body

Year of Completion

Certification 3

Full Name

Governing/Certifying/Training Body

Year of Completion

Certification 4

Full Name

Governing/Certifying/Training Body

Year of Completion

Certification 5

Full Name

Governing/Certifying/Training Body

Year of Completion

ACADEMIC DETAILS

Degrees you have completed starting with the most recent

Please select the number of degrees you have

Degree 1

Institute/University

Full name of degree

Country

Completion Year

Area of Study

OTHER: Please provide more details.

Degree 2

Institute/University

Full name of degree

Country

Completion Year

Area of Study

OTHER: Please provide more details.

Degree 3

Institute/University

Full name of degree

Country

Completion Year

Area of Study

OTHER: Please provide more details.

Degree 4

Institute/University

Full name of degree

Country

Completion Year

Area of Study

OTHER: Please provide more details.

Degree 5

Institute/University

Full name of degree

Country

Completion Year

Area of Study

OTHER: Please provide more details.

APPLICANT DECLARATION

By clicking “I AGREE” below, you declare that:

The information provided in this application is accurate and complete.

You understand how your personal information will be used and disclosed by Family Enterprise Canada.

You understand that Family Enterprise Canada has the sole discretion to admit candidates into the Family Enterprise Advisor (FEA) Program.

I AGREE