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.
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