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Serves: USA
Enrollment: Quarterly
Financial Aid: Yes
Scholarships: Yes
Contact Info:
State: California
City: Fullerton
Street: P.O. Box 6870
ZIP: 92834-6870
Phone: (657) 278.7518
Certificate Program in Professional Fiduciary Management

Professional fiduciaries should be entrusted with the management of property, finances and care of individuals who are incapacitated. Obtaining the proper education and training is especially important. The California State University Fullerton offers the Certificates in Professional Fiduciary Management for Conservators and Trustees for this purpose. Upon completion of the Certificates a student 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 protected assets of a person, 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 54 hours consisting of 5.4 Continuing Education Units.
The Certificate in Professional Fiduciary Management for Trustees includes five required classes totaling 63 hours consisting of 6.3 Continuing Education Units.
Besides because of the Professional Fiduciaries Act signed into law in California in 2006, obtaining the proper training for professional fiduciaries is especially important now. The Certificate in Advanced Practice in Professional Fiduciary Management is designed to meet the continuing education requirements set forth by the California Professional Fiduciaries Bureau for licensed professional fiduciaries. These classes provide a more in-depth understanding in specific areas of practice in professional fiduciary management. These include practice management, probate estate administration, management of real property/assets, and care management.