Course Number: SBAE 6488 (1.50 CEUs/15 Hours)
A conservator or trustee has legal status. The conservator is responsible via court appointment to a protected person. Through a contract, a trustee is responsible to the beneficiaries of a trust. In both cases, fiduciaries must show and document prudent use and protection of the assets they are managing. Get an overview of the accounting and record keeping procedures that a fiduciary uses to document all transactions and protect the fiduciary. Class lectures and discussions review the accepted standards for tracking accounts, record keeping, and accounting procedures. Class discussions also provide suggestions on how to avoid situations or procedures that could be interpreted as conflicts of interest or otherwise be unethical.
Please note: Students are welcome to register for these courses through the first Wednesday following the start date of each course, provided that the course has not reached full capacity.
If you missed the registration window or have any questions, please contact EIP Student Services at eipconnect@fullerton.edu.
Note: Click on the schedule number (i.e. E125-11103) to view more course information.
| Schedule # | Days | Date | Time | Location | Fee | Register |
|---|---|---|---|---|---|---|
| E247-23287 | 09/16/24-09/22/24 | Online | Online-Variable | $500.00 | Register Now | |
| 09/23/24-10/27/24 | Online | Online-Variable | ||||
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Instructor: E. Young, MBA. Economics instructor at Loyola Marymount University.
Unit(s): 1.50
Course part of:
Fiduciary Trustees Certificate | CSUF
Notes:
Please be advised that a username and password will be required to access online and computer lab classes. If you have never logged into the CSUF Portal, you must log in with your CWID and temporary PIN# at http://my.fullerton.edu to update your profile prior to the first day of class. This process will allow you to create a CSUF user name and password, which are required to take online classes or use computer labs. Please select "Policies" from the Current Students drop-down list, and click on "Computer Access" for more information. If you have questions, please contact EIP Student Services at eipconnect@fullerton.edu or (657) 278-2611. |
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Optional: "McGovern California Probate Code Annotated," (latest edition), ISBN number 9798350200621. The annotated version is preferred because of the footnotes. You are also welcome to search by topic or code at http://leginfo.legislature.ca.gov/ or http://leginfo.legislature.ca.gov/faces/codesTextSearch.xhtml
