Course Number: SBAE 6951 (1.50 CEUs/15 Hours)
A fiduciary who assumes the role of a trustee managing a trust has only the responsibility of acting on behalf of the beneficiary as defined and outlined within the trust document. This course identifies normal business practices that are used and required as to the management of assets during normal course and scope of the duties set forth by the trust for the trustee. In class discussions participants will review case studies that could be factors in decisions required of the trustee. Topics will also include a detailed review, but not a legal interpretation, of the law as it pertains to the duties of a trustee.
Trust Administration and Management is the only course with a prerequisite - complete Standards and Practices before enrolling. For students who are new to the fiduciary field, we strongly recommend starting with Standards and Practices followed by Trust Administration and Management, as these foundational courses provide the best preparation for the program's more advanced work.
Please note: Students must register no later than 4PM Wednesday (3 business days) prior to the course start date.
If you missed the registration window or have any questions, please contact University Extension Student Services at extension@fullerton.edu.
Standards and Practices in Professional Fiduciary Management
Note: Click on the schedule number (i.e. E125-11103) to view more course information.
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