MGT X427.61 - Overview of Fiduciary Management

Course Description

Survey course introducing the various roles, duties, responsibilities, liabilities, and limitations of a professional fiduciary. Discussions include:

• conservatorships
• guardianships
• case management
• trust management
• elder abuse
• undue influence
• estate planning issues
• resources for the elderly
• hiring practices

You will also explore the process to become a professional fiduciary, and the qualifications required.

Accrediting Associations

• Professional Fiduciary CEU 15.0 CEU

Applies Towards the Following Certificates

• Fiduciary Management : Required