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

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.

Course Offerings

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.

Classes for Trustees Classes 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 Classes Register for Conservator Classes

Program Benefits

  • Convenient online courses
  • Program is taught by practitioners with extensive experience in the field
  • California State University, Fullerton is approved by the California Professional Fiduciaries Bureau as an education provider
  • Each course in the program counts towards the 30 hours of pre-licensing education required to qualify for the California state exam
  • Program can be completed in as little as 6 months (subject to course availability)

Program Eligibility

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:

  • Bachelor’s degree from an accredited University; OR
  • At least 60 semester units of college level work; OR
  • At least 5 years of experience working in fiduciary management or geriatric care

*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.

Program Details

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

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Contact Us

For Trustees

For Conservators