In-Person
Online
Hybrid
Online with Live Sessions
Course Schedules are Subject to Change
Required (14 Units )
WinterSpringSummerFall
Overview of Fiduciary ManagementSurvey course introducing fiduciary roles and responsibilities.
2 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 Units
Management of Estate AssetsCurrent fiduciary investment and risk management strategies for managing assets in a conservatorship estate, a trust or a decedent's probate estate.
2 Units
Practical Applications of Accounting for the Professional FiduciaryAccounting procedures required for effective managing of transactions.
2 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 Units
Decedent's Estate Practices and ProceduresA discussion of the legal theories, practices and procedures of administering a decedent's estate under California law, depending on the type and value of its assets.
2 Units
Professional Fiduciary Business PracticesHow to establish and operate a private professional fiduciary practice.
2 Units
