Accounting and Record Keeping for Positions of Trust

California State University Fullerton
Fullerton, Garden Grove, Irvine, California, United States

Course Format: Classroom | E-learning | Virtual Class | Online | On-site | Blended | Self-paced

Course Description:

'' A conservator or trustee has legal status. The conservator is responsible via court appointment to a protected person. Through a contract, a trustee is responsible to the beneficiaries of a trust. In both cases, fiduciaries must show and document prudent use and protection of the assets they are managing. Get an overview of the accounting and record keeping procedures that a fiduciary uses to document all transactions and protect the fiduciary. Class lectures and discussions review the accepted standards for tracking accounts, record keeping, and accounting procedures. Class discussions also provide suggestions on how to avoid situations or procedures that could be interpreted as conflicts of interest or otherwise unethical.
...''

Elements of this syllabus are subject to change.

Phone:714.278.2611

School Address:

California State University Fullerton College Park, Suite 100
2600 Nutwood Ave. (corner of Nutwood and Commonwealth)
Fullerton, CA 92834-6870 USA


Jobs & Resumes: Fullerton, Garden Grove, Irvine
Houses & Roommates: Fullerton, Garden Grove, Irvine
Travel Agencies:

Search other schools for Accounting and Record Keeping for Positions of Trust training resources.

Solid Modeling Using Pro/ENGINEER, Wildfire
Advanced Pro/ENGINEER Wildfire
Advanced Systems Engineering
Systems Engineering
Practice Management for Professional Fiduciaries
Managing Real Property and Other Assets
Probate Estate Administration
Care Management
Standards and Practices in Professional Fiduciary Management
Management of Assets for Professional Fiduciaries
Conservatorship of Protected Persons and Advance Health Directives
Legal and Ethical Aspects of Trusteeship
Management of the Investment Portfolio
Forensic Accounting & Investigative Techniques
Financial Litigation Support
Fraud Prevention and Detection
Fraud Inquiry and Investigation
Business Valuation Practice and Techniques
Business Valuation Case Analysis

Notice: The course description on this page was captured from the Internet as historical reference or submitted by visitors. It was archived statically and not updated from day to day.
 

Facts: We serve the schools and students around the world. Major visitors come from India, United States, United Kingdom, Canada, Australia, Philippines, Malaysia, Singapore and South Africa.