Earn a CSUF Professional Fiduciary Management Certificate Online in 6 Months
Become a certified, licensed professional fiduciary with California State University, Fullerton's online Fiduciary Management Certificate Program for Trustees or Conservators.
Graduates of the CSUF Fiduciary Management Program will be able to:
- Fulfill all the duties of a trustee or conservator as defined by the State of California Probate Code.
- Legally and ethically manage a trust.
- Determine compatibility and potential conflict of interest between trust and trustee.
- Perform assessment and determine protection of assets.
- Create and implement an investor policy statement.
- Develop and maintain accounting records.
CSUF Fiduciary Management Program is Ideal for Those:
Interested in applying their fiscal or financial management skills to the work of
trustees or conservators
Working in closely related fields such as insurance, accounting, estate planning,
or paralegal work
Employed in the field of gerontology that have an aptitude for and interest in working
as professional fiduciaries
Pursuing a career as a mutal fund agent, financial advisor, fiduciary advisor, or
investment broker
Preparing for the Certified Trust and Fiduciary Advisor (CTFA) designation
With an aptitude for investments, economics, and seeking long-term investment strategies
Looking to learn more about trust law
