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 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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  • Money in hand icon

    Est. Tuition $2,875

  • Computer and user icon

    Learning Format Online

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    Duration 12-15 months *

    *Duration times can vary talk to your student success coach for more information.
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    Total Units 14 Units

Required Courses

Course Formats
Required.
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 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 an 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

Getting Started

We offer multiple start dates to give you flexibility in your eduction, life and work schedules.

Oct20Fall 2021
Oct21Fall 2021
Jan11Winter 2022

Teasers

Program Brochure

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Completion Verification

You've completed your courses! Take the final step to receive your certificate.
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