Course Requirements

Requirements for completion of the Certificate in Heritage Development are:

• Critical Thinking & Analysis
• Communication & Facilitation
• Leading Organizational Change
• Strategic Vision & Planning
• Practicum

Practicum Requirement
As part of the Certificate in Heritage Development, students will complete a practicum designed to provide practical experience in the field of Heritage Development. During this course, students will identify an opportunity for practice in a family wealth management or financial development context, and apply course objectives to these situations.

Course Descriptions

Critical Thinking & Analysis (3 hrs): Examines concepts and techniques of adult learning, critical thinking and analysis within the context of family conversations that address heritage development in business-related and emotion-driven issues and interests.

Communication and Facilitation Processes (3 hrs): Principles, best practices, and processes are discussed for guiding groups toward solving problems or achieving collective goals for heritage development.  The course focuses on building positive communication contexts for a group of people to move through complex relational challenges of emotionally charged conflict, problem solving and decision-making.

Strategic Vision & Planning (3 hrs): Explores theories and techniques for evaluating present conditions and future potential, creating viable vision and foundational platform statements, and designing and implementing strategic plans for heritage development.

Leading Organizational Change (3 hrs): This course introduces students to the concept of the learning organization, equipping them with skills to create educational strategies for organizational change, and preparing them to reflect ethically on the implication of organizational change. 

Heritage Development Practicum (3 hrs): This course provides students with practical experience working with applications of course principles and with professionals in heritage development contexts.  Students will observe processes and apply concepts and theories from courses in regular reports and reflections.