In recent years, there has been an increasing need for professional fiduciaries that can be entrusted with the management of the property, finances and care of those individuals incapable of performing these activities for themselves.
The professional fiduciary online programs from Cal State Fullerton provide essential skills to individuals entering this field, as well as seasoned fiduciaries – providing the knowledge necessary to successfully practice in the profession.
The Professional Fiduciaries Act signed into law in California mandates that all professional fiduciaries be licensed. As part of the criteria to apply for licensure with California, individuals must obtain 30-hours of pre-licensing education from an approved provider. California State University, Fullerton is approved by the California Professional Fiduciaries Bureau as an educational provider.
The certificates in Professional Fiduciary Management for Conservators and Trustees will help participants develop a comprehensive understanding of the standards, practices, and 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. For more information review the frequently asked questions.
The Certificate in Professional Fiduciary Management for Trustees includes the following four courses totaling 60 hours and 6.0 Continuing Education Units (CEUs).
The Certificate in Professional Fiduciary Management for Conservators includes the following four courses totaling 60 hours and 6.0 Continuing Education Units (CEUs).
Continuing Professional Education (CPE) Credit:
Cal State Fullerton meets the standards and guidelines set forth by the California Board of Accountancy Regulations to offer CPE credit and maintains responsibility for this program. The following three classes qualify for 14.4 hours of CPE credit respectively as required by the California Board of Accountancy for licensed professionals: Trust Administration and Management, Accounting and Record Keeping for Positions of Trust, and Management of the Investment Portfolio.
Minimum Continuing Legal Education (MCLE) Credit:
Cal State Fullerton, University Extended Education certifies that Standards and Practices in Professional Fiduciary Management has been approved for MCLE credit by the State Bar of California and qualifies for 15 hours of MCLE credit.
- 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
There are no prerequisites to this program. However, to be eligible for a certificate, students taking this program must show proof of one of the following:
- A bachelor's degree from an accredited university; or
- At least five years of experience working in fiduciary management or geriatric care; or
- At least 60 semester units of college-level work and permission of the program manager
Note: ** California State University, Fullerton (CSUF), University Extended Education (UEE) does not guarantee that a student will qualify for examination eligibility, as defined by the Professional Fiduciary Act, after completion of the CSUF Professional Fiduciary Management certificate program.
To view the licensing exam eligibility requirements and code of regulations visit the Professional Fiduciary Bureau website here: http://www.fiduciary.ca/gov/. Out of state students taking the courses may be subject to different requirements.
Students must complete the following classes and meet the eligibility requirements prior to receiving a certificate:
- Standards and Practices in Professional Fiduciary Management
- Trust Administration and Management
- Accounting and Record Keeping for Positions of Trust
Additional Required Class for Conservators
- Conservatorship of Protected Persons and Advance Health Directives
Additional Required Class for Trustees
- Management of the Investment Portfolio
Please be advised that a Username and Password will be required to access online and lab classes. Please click on the Registration tab and go to the "Policies: Computer Access" section for more information. If you have any questions please contact UEE Student Services at (657) 278-2611.
Cal State Fullerton is approved by the California Professional Fiduciaries Bureau as an educational provider. All courses are offered online.
“The Professional Fiduciary program started me on a new career. I enrolled in it because this program has a great reputation and great instructors, who are practicing professionals. I got my fiduciary license and I am practicing now!”
Daniel H. Page. CLPF
Principal, Surf City Fiduciary