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The course explores what differentiates family businesses from other types of clients; provide students with a deeper understanding of the theories and frameworks that are needed to better understand business dynamics and examine common concerns, transitions and difficulties encountered within a family business.
It is recommended that this programme is studied prior to enrolling for the STEP Advanced Certificate in Family Business Governance
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:
Features:
Course price £995 (£945 STEP discounted fee).
Following this course you will be able to:
This will in turn enhance family business expertise and capabilities within your firm/department, provide you with access to a wider business and professional community of practice, help you to identify business opportunities in this emerging market and increase credibility with prospective clients.
The course is available for study twice annually with intakes beginning in January and July (and assessments taking place in May and November). The programme is delivered online and will take four months to complete. We recommend that you spend four to six hours per week on private study for the four months prior to the assessment.
Enrolment onto this course will include the following:
Next enrolment from 05 January 2026
The full course timetable can be found here.
The Step Advanced Certificate in Advising the Family Business provides practical knowledge about what differentiates family businesses from other types of clients; introduces theories and frameworks that are needed to better understand family business dynamics, and identify common concerns, transitions and difficulties encountered within a family business.
Applicants must have obtained 60 STEP Entry-Level credits to enrol onto this course or be a member of STEP. Visit STEP’s Qualification and Membership Framework to understand how to apply.
The Advanced Certificate in Advising Family Businesses is assessed by way of an end of course written assignment based on a published case study. The case study will be published two months ahead of the submission date. Candidates will produce a written assignment of between 3.500 and 4.000 words to address the questions contained within the case study. Candidates must achieve 50% in order to pass the Advanced Certificate.
Once you have successfully completed this course you will gain 30 Diploma Level credits towards STEP membership and be awarded the STEP Advanced Certificate in Advising the Family Business.
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