Learning Center

World-Class Resources for Continuous Learning

Continuous learning is fundamental to tackling the unique challenges of generational wealth and the success of the family enterprise. Our learning center offers a comprehensive collection of resources to help families establish a learning style and program that works for them.

The FOX Learning Center, featuring a team of professionals and educators with decades of collective experience, provides programming, learning solutions, and customized consulting for families, family office executives, and trusted advisors to help each achieve their goals.

From early childhood to those with decades of experience, the FOX Learning Center has a plethora of resources to help aid in continuous learning in a digestible and accessible manner. Our collection of research and educational programs empowers individuals so that no topic is too out of reach.

Solutions

FOX offers a variety of resources, events, and other opportunities to facilitate learning in your family and office. Our content is sourced by thought leaders from every corner of the industry.

Our goal is to empower family members and those who surround them with the tools they need to become effective leaders, make confident decisions, and guide families with knowledgeable backing. Our dedicated team works to ensure that we find a solution that fits your unique situation and makes learning a fun and engaging process that benefits all.

Learning Opportunities at Family Office Exchange
Learning Programs
Meeting critical learning needs.
 Educational content delivered through programs grounded in sound pedagogical practices and applied learning that meet the critical learning needs of our community, including both members and non-members.
Learning Programs by FOX
Learning Programs by FOX
Learning Programs
Meeting critical learning needs.
 Educational content delivered through programs grounded in sound pedagogical practices and applied learning that meet the critical learning needs of our community, including both members and non-members.
E-Learning
Self-paced and flexible learning on any device.
 FOX proprietary content and practical solutions delivered through an interactive e-learning platform to enable learning anywhere, any time, on any device. Self-paced and self-directed learning that empowers members and non-members alike to access the solutions they need.
E-Learning at FOX
E-Learning at FOX
E-Learning
Self-paced and flexible learning on any device.
 FOX proprietary content and practical solutions delivered through an interactive e-learning platform to enable learning anywhere, any time, on any device. Self-paced and self-directed learning that empowers members and non-members alike to access the solutions they need.
Family Learning Consulting
Professional educators delivering custom learning solutions.
 Custom solutions for families, family offices, and advisors, including individual and family learning programs, coaching, family enterprise planning, annual family meeting planning and facilitation, and leadership development. Our experienced and professional educators can serve as outsourced Chief Learning Officers and trusted advisors for the family enterprise.
Outsourced Chief Learning Officer & Consulting
Outsourced Chief Learning Officer & Consulting
Family Learning Consulting
Professional educators delivering custom learning solutions.
 Custom solutions for families, family offices, and advisors, including individual and family learning programs, coaching, family enterprise planning, annual family meeting planning and facilitation, and leadership development. Our experienced and professional educators can serve as outsourced Chief Learning Officers and trusted advisors for the family enterprise.
Thought Leadership
Over 30 years of industry experience.

Shared best practices, tools, and resources based on FOX research and practical experience advising ultra-wealthy families, family offices, and trusted advisors for over thirty years. The FOX Learning Center offers this specialized knowledge through webinars, white papers, event presentations, unique, relevant content, videos, and interactive e-learning.

Learn more about how FOX supports family learning and rising gen development.

Thought Leadership
Thought Leadership
Thought Leadership
Over 30 years of industry experience.

Shared best practices, tools, and resources based on FOX research and practical experience advising ultra-wealthy families, family offices, and trusted advisors for over thirty years. The FOX Learning Center offers this specialized knowledge through webinars, white papers, event presentations, unique, relevant content, videos, and interactive e-learning.

Learn more about how FOX supports family learning and rising gen development.

Upcoming Events

CPE Credit

Since 2017, FOX live and online educational programs have been accredited for continuing professional education (CPE) credits by the National Association of State Boards of Accountancy (NASBA). This makes it easier and more reliable for members to apply for the credits in their state. Joining the National Registry of CPE Sponsors affirms FOX’s commitment to the delivery of high quality continuing professional education in FOX Forums, Council Meetings and Webinars.

What this means for FOX members:

  • FOX content, which always offered continuing professional education in the form of CPE credits, now has NASBA’s official approval that FOX is in compliance with the Statement of Standards for Continuing Professional Education (CPE) Programs (revised August 2016).
  • This is an important benefit to FOX members since many have one or more of the following accreditations required to take a certain amount of CPE credit hours annually: CPA, CFA, CIMA, CFM, CIA, CFE, EA, CGFM and CFP. This should help facilitate FOX member’s approval of the CPE submitted, provided that members meet their own state requirements, compliance procedures and acceptance in the state in which they are licensed.

Be sure to look for the official registry statement on all FOX programming offering NASBA approved CPE as follows:

  • Family Office Exchange is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

CPE Credit FAQs

If you attended a webinar and would like to request CPE credit and certificate, you must complete the following: 1. Engage in three live polling questions during the broadcast. 2. Complete the online program evaluation and submit your contact information. Certificates for webinar attendance are generally emailed to recipients within 14 business days post-broadcast. If you attended a live FOX event that is eligible for CPE credit, you must simply complete the online program evaluation and submit your contact information to request a CPE credit and certificate.

OUR SERVICES

FOX is the premier organization for families and family office professionals. Our vast network and industry leading resources are an essential tool for optimizing your family office.

HAVE ANY QUESTIONS?

If you can’t find what you are looking for, do not hesitate to reach out. A member of our team will get back to help you as soon as possible.