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Professional Fiduciary Management for Conservators


Conservators may serve individuals deemed physically or mentally incapacitated by the courts. The courts also appoint conservators to provide management of financial and/or personal affairs for aging clients no longer capable of self-care. Individuals acting as conservators must develop a comprehensive understanding of their duties and responsibilities.

Program Information

The Professional Fiduciary Management for Conservators online program from Cal State Fullerton provides the skills to successfully practice in this profession, for both those entering this field as well as seasoned fiduciaries.

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Required Courses:

The Certificate in Professional Fiduciary Management for Conservators includes the following four courses totaling 60 hours of instruction and 6.0 Continuing Education Units (CEUs).

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Pre-licensing Education

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. This program is approved by the California Professional Fiduciaries Bureau as an educational provider. Individuals who successfully complete two courses in the Professional Fiduciary Management program through CSUF qualify to take the licensing exam.


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 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 and Accounting and Record Keeping for Positions of Trust.

Minimum Continuing Legal Education (MCLE) Credit:

Cal State Fullerton, University Extended Education certifies that Standards and Practices in Professional Fiduciary Management and Trust Administration and Management have been approved for MCLE credit by the State Bar of California and qualifies for 15 hours of MCLE credit per course.


Non-California Residents

Due to state and federal regulations, non-California residents may only enroll in CSUF online courses when their state has authorized CSUF as a provider. Click here for more information.

It is recommended that participants who reside outside of United States and whose first language is not English must possess English language proficiency equivalent to a minimum TOEFL score of 550 (paper), 80 (iBT) or IELTS score of 6.5.

It is the participant’s responsibility to demonstrate English language proficiency necessary to fully participate in the class lectures and discussions.

For optimal viewing of the course schedule below, please view on a tablet or desktop
Please note: Note: Click on the course title to view all available course sections. Hover over the colored labels to view where the course will be offered.
Course Title
Summer
2018
Fall
2018
Winter / Spring 2019
 
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Days Date Time Location
05/14/18-06/17/18 Online Online-Variable
Fee
$455.00
Register
Closed
 
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Days Date Time Location
06/18/18-07/22/18 Online Online-Variable
Fee
$455.00
Register
 
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Days Date Time Location
05/07/18-06/10/18 Online Online-Variable
Fee
$455.00
Register
Closed
 
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Days Date Time Location
07/23/18-08/26/18 Online Online-Variable
Fee
$455.00
Register

No sections available. View the course description.

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Upon completion of the certificate program, graduates will be able to:
- Describe the full range of duties and responsibilities of a conservator as they are defined in the State of California Probate Code
- Explain the process that leads to a court appointment of a conservator
- Perform a full assessment and develop a master plan to meet a protected person's needs including the areas of self-care, health care, insurance coverage, and living arrangements
- Prepare an inventory and appraisement of the assets and liabilities of a protected person's estate
- Assemble an income and expense analysis to determine whether there are adequate resources to provide for the needs and to protect the assets of a protected person

The Advisory Board defined the certificate program audience as:
- Individuals interested in applying their fiscal or financial management skills to the work of conservators
- Individuals working in closely related fields such as insurance, accounting, estate planning, or paralegal work
- Individuals working in the field of gerontology that have an aptitude for and interest in working as professional fiduciaries

There are no prerequisites for admittance 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 college or university, or
- At least five years of experience working in fiduciary management, 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 Fiduciaries 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 Fiduciaries Bureau website here: http://www.fiduciary.ca.gov/.

It is recommended that participants who reside outside of United States and whose first language is not English possess English language proficiency equivalent to:
A minimum TOEFL score of 550 (paper) or 80 (iBT) or a minimum IELTS score of 6.5
There is no need to send the test score to the University.ÿ It the participant's responsibility to demonstrate English language proficiency necessary to fully participate in the class lectures and discussions.ÿ

Lee Anke
CEO & Advisory Representative, Prudent Investors Network
Susan Baer
Professional Fiduciary, Baer Fiduciary
Donald B Crane
Faculty, Department of Finance, California State University, Fullerton
George M Dery III
Faculty, Division of Politics, Administration & Justice, California State University, Fullerton
Joseph F Etienne
Professional Fiduciary, Probate Estate Administration
Kari A Knutson Miller
Dean, University Extended Education and AVP, International Programs & Global Engagement University Extended Education, California State University, Fullerton
Margo Lynch
Independent Conservator and Trustee
Michelle Mcbee
Independent Professional Fiduciary
Freddy Ochoa
Independent Professional Fiduciary
Ted Ong
President, Prudent Investors Network
Shelly Wang
Manager, Program Development, University Extended Education, California State University, Fullerton
Elaine Watrous
Trust Administrator, Law Offices of Donald A. Hunsberger

Program Details

Location: Online
Length: 6 months
Cost: $1820 per certificate, $2275 for both*
Next Start: Summer 2018

*Cost is approximate and subject to change


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