Prepared Exclusively for FFI Members
Congratulations to the Q3 Global Education Network (GEN) Core Certificate Graduates
oday, we recognize the accomplishment of the Q3 2022 Core Certificate GEN graduates. Next week’s issue of FFI on Friday will feature the Q3 Advanced Certificate graduates.
These individuals, coming from across the globe and across the disciplines, have accessed and completed programs of curated content and research-based resources with their peers and a highly skilled faculty, developing a global network of fellow students who advise and study multi-generational families.
Please join us in congratulating their outstanding achievement.
Core Certificate Program Graduates
CFBA/CFWA
Deloitte
Birmingham, United Kingdom
CFBA/CFWA
RBC Family Office Services
Montréal, QC, Canada
CFBA/CFWA
RBC Family Wealth Management Services
Montréal, QC, Canada
CFWA
HSBC Private Bank
Zürich, Switzerland
Independent Advisor
CFBA/CFWA
Sydney, Australia
CFBA/CFWA
Independent Advisor
Johannesburg, South Africa
CFBA
University College Cork
Cork, Ireland
CFWA
JP Morgan Wealth Partners
San Francisco, CA
CFBA/CFWA
Weloga Holdings Company
Montréal, QC, Canada
CFWA
UBS Switzerland AG
Zürich, Switzerland
CFBA/CFWA
Lombard Odier
Singapore
Thanks to the Q3 GEN Core Certificate Faculty
Annika Hall, Pilar Unidad-Tolentino, Helena von der Esch
GEN 201: The Action Research Model as Applied to Family Enterprise Advising
Natalie McVeigh
GEN 202: Advising the Family Wealth System: A Multidisciplinary Approach
Richard Boyce
GEN 501: Evidence-Based Advising: Using Research to Empower Family Enterprises
Francesco Barbera, Fabian Bernhard
Are you interested in joining the GEN Faculty?
For information about becoming a GEN faculty member in 2023 or beyond, please email Judy Green.
Q4 GEN ENROLLMENT IS NOW OPEN
Built for busy professionals, FFI GEN delivers world-class curriculum, unparalleled access to faculty and thought leaders, and connections to a global network of specialists in the field. Want to take your skills to the next level?

