Certificate in Advanced Practice in Professional Fiduciary Management
Program
The Certificate in Advanced Practice in Professional Fiduciary Management is a lecture series of convenient online classes. Obtaining the proper training for professional fiduciaries is especially important now because of the Professional Fiduciaries Act signed into law in California in 2006.
The Certificate in Advanced Practice in Professional Fiduciary Management is designed to meet the continuing education requirements set forth by the California Professional Fiduciaries Bureau for licensed professional fiduciaries. These classes provide a more in-depth understanding in specific areas of practice in professional fiduciary management. These include practice management, probate estate administration, management of real property/assets, and care management.
Continuing Education (CE) credit received is based upon the number of hours in each class; e.g., 15 hours equals 1.5 continuing education units (CEUs). If an individual successfully completes all five continuing education classes in this lecture series, a Certificate will be awarded in Advanced Practice in Professional Fiduciary Management designating 60 hours/6.0 Continuing Education Units (CEUs) were achieved.
Program Feature
What you learn from these lectures will prepare you to:
- Demonstrate an understanding of the fundamentals of practice management for fiduciaries
- Understand standard operating practices in business
- Provide an overview of probate court and its processes and procedures relating to estate trusts
- Identify critical elements in discretionary decision-making in managing assets
- Discuss alternatives available in management of real property and assets
- Understand and discuss the interdisciplinary nature of care planning for elders, mentally diminished and disabled individuals
- Develop plans to integrate fiduciary services and expertise in cooperation with other professionals
Who Should Attend
- Practicing fiduciaries seeking continuing education
- Individuals working in the courts and legal field
- Individuals working in the field of gerontology, nursing, social work and counseling
Eligibility
The classes in this lecture series are open to anyone who meets the stated prerequisites for each class.
Contact Jennifer Cannon-Gray, 657.278.2761, jcannon-gray@fullerton.edu