This program provides an in-depth and applied understanding of professional fiduciary practices, including concepts, practical knowledge, and skills needed. Ongoing education is especially important due to the Professional Fiduciaries Act, which requires licensing of all professional fiduciaries.
The certificates in Professional Fiduciary Management for Trustees and Conservators 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, 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 program consists of the following two tracks. Click on the appropriate link below to be taken to the program page and view the list of course offerings.
|Courses for Trustees||Courses for Conservators|
|Standards and Practices in Professional Fiduciary Management||Standards and Practices in Professional Fiduciary Management|
|Trust Administration and Management||Trust Administration and Management|
|Accounting and Record Keeping for Positions of Trust||Accounting and Record Keeping for Positions of Trust|
|Management of the Investment Portfolio||Conservatorship of Protected Persons and Advance Health Directives|
|Register for Trustee Courses||Register for Conservator Courses|
The program is open to anyone, however, to be eligible for a certificate upon completion of the program, you must show proof of one of the following:
*The California State University, Fullerton, University Extended Education (UEE) does not guarantee that students who meet the eligibility requirements for the Professional Fiduciary Management certificate program are eligible to take the state licensing exam. It is the student’s responsibility to perform due diligence and review the licensing requirements listed in section 6530-6541 of the California Business and Professions Code found here: http://www.fiduciary.ca.gov/laws_regs/act.shtml. Out-of-state students taking the courses may be subject to different requirements.