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Professional Fiduciary Management for Trustees

The Professional Fiduciary Management for Trustees program is designed to prepare individuals for a career as a trustee. This fully online program, led by expert instructors, provides pre-licensing training that will help advance careers in fiduciary management.

Program Benefits

Graduates of this Certificate Program will be able to:

• Legally and ethically manage a trust (after becoming licensed as a professional fiduciary).
• Determine compatibility and potential conflict of interest between trust and trustee.
• Determine protection of assets.
• Develop and implement investor policy statements.
• Develop and maintain accounting records.
• Meet the pre-licensing education requirements to qualify to take the professional fiduciary licensing exam (with the exception of one hour of "cultural competency" training that is not currently offered in this program).

Ideal Candidates

This program is ideal for:

• Anyone interested in applying their fiscal or financial management skills.
• Those in the following fields may be a good fit: insurance, accounting, estate planning, paralegal or legal, real estate, care management, financial services, auction, or gerontology.

Program Stats

• Four required courses (60 hours of lecture and discussion).
• Fully online.
• Approved by the California Professional Fiduciaries Bureau as an educational provider.
• Five to six months long.
• 6.0 continuing education units (CEUs).

Program Details

• Location: Online, Weekly modules
• Length: 5-6 months
• Total Program Cost: $2,100
• Next Start: June 2026

Instructor Profiles

The program features instructors with extensive experience in fiduciary management, including:

• Monique Cain, who teaches Standards and Practices in Professional Fiduciary Management and Trust Administration, and has served as a Probate Investigator and Fraud Investigator.
• Eric Young, who discusses the importance of staying updated with industry trends and mastering court requirements for fiduciaries.
• Ted Ong, who discusses the value of internships and what it takes to be successful in the online Fiduciary program.

Advisory Board

The program's advisory board includes professionals from various fields, such as:

• Lee Anke, CEO & Advisory Representative, Prudent Investors Network
• Susan Baer, Professional Fiduciary, Baer Fiduciary
• Donald B Crane, Faculty, Department of Finance, California State University, Fullerton
• George M Dery III, Faculty, Division of Politics, Administration & Justice, California State University, Fullerton

English Language Proficiency

It is recommended that participants who reside outside of the United States and whose first language is not English possess English language proficiency equivalent to:

• A minimum TOEFL score of 550 (paper) or 80 (iBT)
• A minimum IELTS score of 6.5

Licensing Exam Eligibility