Fiduciary Management
Professional Certificate
Be the First Line of Defense for Your Clients
NOTE: Courses are currently operating in an online format due to COVID-19. When safe to do so, courses will return to an in-person classroom setting per ABA program requirements.
Qualified legal guardians are needed now more than ever. Baby boomers are retiring and the laws governing elder care have become more complex. Gain confidence and legal knowledge so you can effectively manage another person's estate or act as a personal financial representative, and pass the fiduciary state-licensing exam.
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Est. Tuition $2,875
Learning Format Online
Duration 12-15 months *
* Duration times can vary talk to your student success coach for more information.Total Units 14 Units
- High school education or equivalent
Professional Licensing and Career Information
Professional Fiduciary Association of California California Licensed Professional Fiduciary (California Professional Fiduciaries Bureau). Minimum requirements include:- Bachelor's degree from a nationally accredited university; OR
- Associate degree with at least three years working in fiduciary management; OR
- At least five years working in fiduciary management.
- Deputy public guardians or conservators
- CPAs, enrolled agents, financial advisors, or investment advisors
- Adult protective service workers, or social workers
- Anyone who would like a career serving as a representative or trustee
- Legal procedures and codes
- Business standards of practice
- Accounting and asset management
- Ethics