Training Course:Professional Fiduciary Management (Certificate)School/Trainer:California State University Fullerton
Fullerton, California, United States
Course Format: Classroom | E-learning | Virtual Class | Online | On-site | Blended | Self-paced
Course Description:
'' An estimated 80 million Baby Boomers are aging. As a result, there will be a growing need for professional fiduciaries who can be entrusted with the management of property, finances and care of individuals who are incapacitated.
Obtaining the proper education and training is especially important now because of the Professional Fiduciaries Act signed into law in California in 2006 requiring licensing of all professional fiduciaries beginning in 2008. As part of the eligibility criteria to apply for licensure to the California Professional Fiduciaries Bureau, you must meet the 30-hours of pre-licensing education requirement.
On completion of the Certificates in Professional Fiduciary Management for Conservators and Trustees you will have a comprehensive understanding of the standards and practices, legal and ethical considerations of professional fiduciary management. Areas of focus include the prudent use and protection of a protected person’s assets, advance health directives, accounting and recordkeeping, management of assets as well as execution or administration of a will, and/or management of a trust.
The Certificate in Professional Fiduciary Management for Conservators includes four required classes totaling 57 hours consisting of 5.7 Continuing Education Units (CEUs).*
The Certificate in Professional Fiduciary Management for Trustees includes five required classes totaling 69 hours consisting of 6.9 Continuing Education Units (CEUs).*
Cal State Fullerton meets the standards and guidelines set forth by the California Board of Accountancy Regulations to offer Continuing Professional Education (CPE) credit and maintains responsibility for this program. The following three classes qualify for 14.4 hours of Continuing Professional Education (CPE) credit respectively as required by the California Board of Accountancy for licensed professionals: Management of Assets for Professional Fiduciaries, Accounting and Record Keeping for Positions of Trust, and Management of the Investment Portfolio.(18 hours of CPE credit respectively).
*Minimum Continuing Legal Education (MCLE) Credit:
Cal State Fullerton University Extended Education certifies that the following two classes have been approved for MCLE credit by the State Bar of California: Standards and Practices in Professional Fiduciary Management qualify for 15 hours of MCLE credit and Legal and Ethical Aspects of Trusteeship qualifies for 12 hours of MCLE credit.
Who Should Attend
- Anyone who wants to apply skills learned in banking, insurance, estate or financial planning to fiduciary practice
- People working in closely related fields such as insurance, accounting, estate planning, or paralegal work
- People working in the field of gerontology including nurses, social workers, and counselors who have an interest and aptitude in working as professional fiduciaries
- Paralegals interested in fiduciary careers
- Geriatric care managers who may find themselves in the position of taking on conservator responsibilities
...''
Elements of this syllabus are subject to change.
Please go to the school's official website for training price and schedule:
http://www.csufextension.org/
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
Houses & Roommates: Fullerton
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