Fiduciary Management
Professional Certificate
Be the First Line of Defense for Your Clients
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 advisor for more information.Total Units 14 Units
For individuals who are:
- 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
Prior to enrolling, please ensure that you meet the following minimum requirements:
- 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.
University of California programs for professions that require licensure or certification are intended to prepare the student for California licensure and certification requirements. Admission into programs for professions that require licensure and certification does not guarantee that students will obtain a license or certificate. Licensure and certification requirements are set by agencies that are not controlled by or affiliated with the University of California and licensure and certification requirements can change at any time.
The University of California has not determined whether its programs meet other states' educational or professional requirements for licensure and certification. Students planning to pursue licensure or certification in other states are responsible for determining whether, if they complete a University of California program, they will meet their state's requirements for licensure or certification. This disclosure is made pursuant to 34 CFR §668.43(a)(5)(v)(C).
- Legal procedures and codes
- Business standards of practice
- Accounting and asset management
- Ethics
Required Courses
Course Formats
Required.
Required (14.00 Units )
WinterSpringSummerFall
Overview of Fiduciary ManagementSurvey course introducing fiduciary roles and responsibilities.
2.00 Units
Introduction to Conservatorships of the Person and EstateExamines the roles and responsibilities of conservatorship management and an overview of temporary, permanent, limited and mental health (LPS) conservatorships.
2.00 Units
Management of Estate AssetsCurrent fiduciary investment and risk management strategies for managing assets in a conservatorship estate, a trust or a probate estate.
2.00 Units
Practical Applications of Accounting for the Professional FiduciaryAccounting procedures required for effective managing of transactions.
2.00 Units
Trust Administration and ProcedureBreaks down the anatomy of a trust instrument, introduces trust terminology, and covers the California laws governing trust administration and procedures.
2.00 Units
Decedent's Estate Practices and ProceduresA discussion of the legal theories, practices and procedures of administering an estate under California law, depending on the type and value of its assets.
2.00 Units
Professional Fiduciary Business PracticesHow to establish and operate a private professional fiduciary practice.
2.00 Units
Course Formats
Take a seat in our Virtual Classroom to discover more about learning formats.
Your Journey Starts Here
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