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Professional Development, University Extended Education, California State University, Fullerton

Course Information

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 be unethical.

Please note: This program does not permit concurrent enrollment in other courses within the certificate.


Prerequisite

Standards and Practices in Professional Fiduciary Management

2 Course sections available Please note: Note: Click on the schedule number (i.e. E125-11103) to view more course information.
Schedule # Days Date Time Location Fee Register
E183-21275 04/02/18-05/06/18 Online Online-Variable $455.00
Notes:
Please be advised that a username and password will be required to access online and computer lab classes. If you have never logged into the CSUF Portal, you must log in with your CWID and temporary PIN# at http://my.fullerton.edu to update your profile prior to the first day of class. This process will allow you to create a CSUF user name and password, which are required to take online classes or use computer labs. Please select "Policies" from the Current Students drop-down list, and click on "Computer Access" for more information. If you have questions, please contact UEE Student Services at (657) 278-2611.
E183-21276 05/07/18-06/10/18 Online Online-Variable $455.00
Notes:
Please be advised that a username and password will be required to access online and computer lab classes. If you have never logged into the CSUF Portal, you must log in with your CWID and temporary PIN# at http://my.fullerton.edu to update your profile prior to the first day of class. This process will allow you to create a CSUF user name and password, which are required to take online classes or use computer labs. Please select "Policies" from the Current Students drop-down list, and click on "Computer Access" for more information. If you have questions, please contact UEE Student Services at (657) 278-2611.

Required
Required - 1. "McGovern California Probate Code Annotated," ISBN number 9780314689931. The annotated version is preferred because of the footnotes. You can also obtain a hard copy of the code without annotations through Thomson Reuters: http://legalsolutions.thomsonreuters.com/law-products/c/McGovern--Hirsch-California-Probate-Code-Annotated-2017-ed-California-Desktop-Codes/p/103688755. You may also search by topic or code number at: : https://leginfo.legislature.ca.gov/faces/codesTOCSelected.xhtml?tocCode=PROB&tocTitle=+Probate+Code+-+PROB Recommended - "Fiduciary Accounting Handbook" (ISBN 978-0-7626-2217-7), published by Continuing Education of the Bar.