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Professional Certificate in Fiduciary Management

Professional Certificate in Fiduciary Management

Classroom Program

At-a-Glance

12-15 months

$2,700

14 Units

UCR Extension

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.

Designed For

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.

What You'll Learn

  • Legal procedures and codes
  • Business standards of practice
  • Accounting and asset management
  • Ethics

What You Can Do With This Certificate

Positions are available in the legal field, and can be found in self-employment, private firms, government agencies, and the judicial system. They might include:

  • Professional fiduciary
  • Court-appointed trustee
  • Estate administrator

Program Overview

Required

14 Units

Real People. Real Results.

“The coursework balance in my program was perfect and the instructors provided their real-life perspectives, guiding us in learning our discipline, as well as showing us the expectations from the other side. My classmates became invaluable connections in an industry where networking is key.”

Yvonne Chavez

Licensed Professional Fiduciary
Chaven-Meinzer Fiduciary Services
Palos Verdes, CA

Earning the Certificate

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.

For more information see How to Earn a Certificate

Certificate Courses

Our certificate programs are designed to be flexible, allowing you the option to take just a few courses or to earn the complete certificate. If choosing to complete the certificate, we recommend you get the most out of your experience by following the suggested completion path below.

Quarter 1

Overview of Fiduciary Management

MGT X427.61

2 units

Management of Estate Assets

MGT X427.64

2 units

Quarter 2

Practical Applications of Accounting for the Professional Fiduciary

MGT X427.62

2 units

Trust Administration and Procedure

MGT X427.72

2 units

Quarter 3

Introduction to Conservatorships of the Person and Estate

MGT X427.63

2 units

Decedent's Estate Practices and Procedures

MGT X427.71

2 units

Quarter 4

Professional Fiduciary Business Practices

MGT X427.66

2 units

Instructor Spotlight

“One of the things I enjoy most about teaching in this program is meeting students from all over the state, and from a wide variety of backgrounds. Most are older with a lot of work and life experience which enriches the classes. I keep in touch with many of them, and they have helped to keep my own practice rich and current.”

Ken Blickenstaff

Clinical Professor & Licensed Professional Fiduciary
Claremont Graduate School
Claremont, CA

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