FOX E-LEARNING COURSE
Rising Gen Fundamentals
Course Length: 5 Modules | Video: 2 hrs 4 min | Application: 7 hrs
COURSE AT A GLANCE
As a member of the rising generation in a family of wealth, you balance opportunity and responsibility. Navigating the complex world of the family enterprise, there is no shortage of learning ahead of you to become a credible and contributing family member. This course covers the fundamentals of family offices, family systems, governance, and communication. More importantly, it includes a personal assessment and leaves you with an action plan to move forward with your personal and family goals with clarity and confidence.
INTENDED AUDIENCE
Family members in their 20s, 30s, and 40s seeking to gain knowledge on topics vital to becoming an informed and contributing member of a family of wealth.
COURSE INCLUDES
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Welcome and Rising Gen Intake Survey
7 min Video
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35 min
Reading & Exercises
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Kick off the course by taking a survey designed to assess your baseline understanding of the topics presented in the modules to help you reflect on where to focus your learning, growth, and action plan.
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Module 1: Family Office 101
17 min Video
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1
hr
40 min
Reading & Exercises
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Learn what a family office is, its purpose and functions, and the different types of family offices. Consider how the goals of the family shapes the family office services and structure.
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Module 2: Family Systems
34 min Video
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1
hr
10 min
Reading & Exercises
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Introduces basic family systems terms and definitions, fundamentals of family systems theory, and common family patterns. Create a family map to illustrate current patterns in your own family and new patterns you want to adopt in the future.
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Module 3: Family Governance
28 min Video
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2
hrs
Reading & Exercises
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Defines family governance and governance terms, explores why families create governance structures, and illustrates common documents and structures. Build your understanding of these concepts to open a dialogue to learn more about your current family structure a have conversations around what could be modified or created.
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Module 4: Importance of Family Communication
28 min Video
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25 min
Reading & Exercises
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Review effective communication data and practices, recognize the skills to build to find your voice and address conflict, and learn tactics to build trust and make decisions together.
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Module 5: Your Purpose and Action Plan
10 min Video
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1
hr
10 min
Reading & Exercises
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Understand the importance of having a strong sense of self and learn to thrive with wealth. Identify challenges you face, prepare for a discussion, and chart your purpose. As a culmination of your learning, deeply reflect and develop your plan for action to propel you forward as an informed, empowered, and contributing family member.
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FULL COURSE:
5 Modules
2 hrs
4 min
Video
|
7 hrs
Application
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Standard $1,200.00 | Member $950.00 | Access Course |
Rising Gen Fundamentals includes FOX proprietary concepts and practical solutions delivered in an interactive way. Complete the course to earn a digital badge to certify your knowledge.