Fiduciary Training Courses and Workshops

Schools providing training courses, certificates, diplomas or degree programs of Fiduciary

Total 3 training courses and degree programs available around the world.

Professional Fiduciary Management (Certificate)

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: CSUF University Extended Education
Training Center(s)/Venue(s): Fullerton, Garden Grove, Irvine, United States

Upon completion of the certificate program for Trustees, graduates will be able to:
1. Describe the full range of duties typically performed by trustees.
2. Apply legal standards and ethical guidelines to the process of making decisions about the management of a trust in order to avoid real or apparent conflicts of interest.
3. Evaluate a trust to determine compatibility and potential conflict of interest between the trust and the trustee.
4. Use knowledge of asset management to determine whether there is an overall plan in place to protect the assets of the trust.
5. Apply knowledge of the Uniform Prudent Investor Act to the development and implementation of an Investment Policy Statement.
6. Demonstrate knowledge of professional fiduciary standards and practices designed to protect the liability and reputation of a trustee.
7. Develop and maintain accounting records of all transactions performed in the capacity of trustee.

Upon completion of the certificate program for Conservators, graduates will be able to:
1. Describe ... [Read More]

Professional Fiduciary (Certificate)

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: UC Riverside Extension Center
Training Center(s)/Venue(s): Riverside, United States

Professional Fiduciary is a rapidly evolving industry needed to serve a growing number of senior citizens and disabled adults in need of conservatorships or trust administration. This Certificate meets and exceeds the required areas of proficiency, competency and performance for a fiduciary appointed to a conservatorship, guardianship, or other positions of trust. In addition, this program prepares professional fiduciaries to manage the estates of deceased persons as personal representatives (estate administrators) or trustees with or without court supervision. The individual courses examine the California court system relative to fiduciaries, business standards of practice, legal procedures, accounting and asset management, ethics, and requirements and responsibilities involved with providing physical care for whom they are making personal and financial decisions. The Certificate prepares aspiring professional fiduciaries with the knowledge, skills and abilities necessary to successfully pass the newly required Professional Fiduciary state licensing exam under the Californ... [Read More]

Accredited Investment Fiduciary Workshop

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: The Association of Superannuation Funds of Australia Limited
Training Center(s)/Venue(s): Sydney, Australia

ASFA is partnering with fi360 Australasia® to offer the ASFA Accredited Investment Fiduciary course (ASFA AIF®) ?an internationally recognised designation for people who look after other people’s money. It is designed specifically for trustees, investment committee members and advisers to provide a comprehensive overview of governance of the investment process.

Rather than being an investment course, ASFA AIF® provides you with the skills and knowledge on how to discharge a trustee’s ‘investment governance?responsibilities. This is part of APRA’s fit and proper standard.issues.

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