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

Professional Licensure and Certification

University of California programs for professions that require licensure or certification are intended to prepare the student for California licensure and certification requirements. Admission into programs for professions that require licensure and certification does not guarantee that students will obtain a license or certificate. Licensure and certification requirements are set by agencies that are not controlled by or affiliated with the University of California and licensure and certification requirements can change at any time.

The University of California has not determined whether its programs meet other states’ educational or professional requirements for licensure and certification. Students planning to pursue licensure or certification in other states are responsible for determining whether, if they complete a University of California program, they will meet their state’s requirements for licensure or certification. This disclosure is made pursuant to 34 CFR §668.43(a)(5)(v)(C).

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.

Additional Details

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