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Professional Fiduciary Management for Trustees

Projected outlook for some certified Professional Fiduciary Management for Trustees experts:

263,000Number of Jobs, 2019

$89,330Median Pay per year, 2020

4%Job Growth, 2019-2029

*U.S. Department of Labor, Bureau of Labor Statistics, Occupational Outlook Handbook – Personal Financial Advisors

Earn A CSUF Fiduciary Trustees Certificate in 6 Months

Continuing Professional Education (CPE) Credit:

Cal State Fullerton meets the standards and guidelines set forth by the California Board of Accountancy Regulations to offer CPE credit and maintains responsibility for this program. The following three classes qualify for 14.4 hours of CPE credit respectively as required by the California Board of Accountancy for licensed professionals: Trust Administration and Management, Accounting and Record Keeping for Positions of Trust, and Management of the Investment Portfolio.

Minimum Continuing Legal Education (MCLE) Credit:

Cal State Fullerton, Extension and International Programs certifies that Standards and Practices in Professional Fiduciary Management and Trust Administration and Management have been approved for MCLE credit by the State Bar of California and qualifies for 15 hours of MCLE credit per course.

Fiduciary Trustees Program Benefits:

Graduates of this Certificate Program Will Be Able to:

  • Legally and ethically manage a trust.
  • Determine compatibility and potential conflict of interest between trust and trustee.
  • Determine protection of assets.
  • Develop and implement investor policy statements.
  • Develop and maintain accounting records.

This Program Gives You:

  • Pre-licensing education to qualify for taking a licensing exam
  • 14.4 hours of Continuing Professional Education (CPE) credit
  • 15 hours of Minimum Continuing Legal Education (MCLE) credit per course

Ideal for:

  • Anyone interested in applying their fiscal- or financial-management skills.
  • Anyone who works in insurance, accounting, estate planning, paralegal work or gerontology.

Program Stats:

  • Four required courses (60 hours of lecture and discussion).
  • Fully online.
  • Approved by the California Professional Fiduciaries Bureau as an educational provider.
  • Six months long.
  • 6.0 continuing education units (CEUs).
For optimal viewing of the course schedule below, please view on a tablet or desktop
Please note: Note: Click on the course title to view all available course sections. Hover over the colored labels to view where the course will be offered.
Course Title
Winter / Spring 2022
Learn More
Days Date Time Location
11/15/21-12/19/21 Online Online-Variable
Learn More
Days Date Time Location
11/15/21-12/19/21 Online Online-Variable

Upon completion of the certificate program, graduates will be able to:
- Describe the full range of duties typically performed by trustees.
- Apply legal standards and ethical guidelines to the process of making decisions about the management of a trust in order to avoid real or apparent conflicts of interest.
- Evaluate a trust to determine compatibility and potential conflict of interest between the trust and the trustee.
- Use knowledge of asset management to determine whether there is an overall plan in place to protect the assets of the trust.
- 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.

The Advisory Board defined the certificate program audience as:
- 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

There are no prerequisites for admittance to this program. However, to be eligible for a certificate, students taking this program must show proof of one of the following:
- A bachelor's degree from an accredited college or university, or
- At least five years of experience working in fiduciary management, or
- At least 60 semester units of college-level work and permission of the program manager

Note: California State University, Fullerton (CSUF), Extension and International Programs (EIP) does not guarantee that a student will qualify for examination eligibility, as defined by the Professional Fiduciaries Act, after completion of the CSUF Professional Fiduciary Management certificate program.

To view the licensing exam eligibility requirements and code of regulations visit the Professional Fiduciaries Bureau website here: http://www.fiduciary.ca.gov/.

It is recommended that participants who reside outside of United States and whose first language is not English possess English language proficiency equivalent to:
A minimum TOEFL score of 550 (paper) or 80 (iBT) or a minimum IELTS score of 6.5
There is no need to send the test score to the University. It the participant's responsibility to demonstrate English language proficiency necessary to fully participate in the class lectures and discussions.

Lee Anke
CEO & Advisory Representative, Prudent Investors Network
Susan Baer
Professional Fiduciary, Baer Fiduciary
Donald B Crane
Faculty, Department of Finance, California State University, Fullerton
George M Dery III
Faculty, Division of Politics, Administration & Justice, California State University, Fullerton
Joseph F Etienne
Professional Fiduciary, Probate Estate Administration
Lauren Henderson
Program Developer University Extended Education California State University, Fullerton
Kari A Knutson Miller
Dean, University Extended Education and AVP, International Programs & Global Engagement University Extended Education, California State University, Fullerton
Margo Lynch
Independent Conservator and Trustee
Michelle Mcbee
Independent Professional Fiduciary
Freddy Ochoa
Independent Professional Fiduciary
Ted Ong
President, Prudent Investors Network
Shelly Wang
Manager, Program Development, University Extended Education, California State University, Fullerton
Elaine Watrous
Trust Administrator, Law Offices of Donald A. Hunsberger

Program Details

Location: Online
Length: 6 months
Cost: $1900 per certificate, $2375 for both*
Next Start: Fall 2021

*Cost is approximate and subject to change

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