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Survey course introducing the various roles, duties, responsibilities, liabilities, and limitations of a professional fiduciary. Discussions include:
- 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.
- Professional Fiduciary CEU 15.0 CEU
Applies Towards the Following Certificates
- Fiduciary Management : Required