Earn a CSUF Fiduciary Management Certificate Online in 6 Months
Become a certified, licensed professional fiduciary with California State University, Fullerton's online Fiduciary Management for Trustees Certificate Program.
Graduates of the CSUF Fiduciary Management Program Will Be Able To
- Fulfill all the duties of a trustee.
- Apply legal standards and ethical guidelines to managing a trust.
- Determine compatibility and potential conflict of interest between the trust and the trustee.
- Use knowledge of asset management to determine protection of assets.
- Apply knowledge of the Uniform Prudent Investor Act to the development and implementation of an Investment Policy Statement.
- Demonstrate knowledge of professional-fiduciary standards and practices designed to protect the liability and reputation of a trustee.
- Develop and maintain accounting records of all transactions performed in the capacity of trustee.
CSUF Fiduciary Certificate Program is Ideal For
Individuals interested in applying their fiscal or financial management skills to
the work of trustees
Individuals working in closely related fields such as insurance, accounting, estate
planning, or paralegal work
Individuals working in the field of gerontology that have an aptitude for and interest
in working as professional fiduciaries
Individuals pursuing a career as a mutal fund agent or financial advisor
Individuals preparing for the Certified Trust and Fiduciary Advisor (CTFA) designation
Individuals looking to learn more about trust law
