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Pre-Licensing Education Information
Pre-Licensing Education Information
Legislation creating the Professional Fiduciaries Bureau was passed in 2006 to license and regulate non-family member private fiduciaries including certain conservators, guardians, trustees, and agents under durable power of attorney for health care and finances as defined in the Professional Fiduciaries Act (Act). .
The Act requires any person in California representing himself or herself as a professional fiduciary be licensed by January 1, 2009. However, any professional fiduciary seeking a new court appointment between July 1, 2008 and December 31, 2008 must first obtain a license.
One major component of licensing is the requirement to obtain 30 hours of pre-licensing education credit in approved education courses. An approved education course must be relevant to fiduciary responsibilities of the person or of estate management for conservators, guardians, trustees or agents under durable power of attorney, or of the court system or ethics for fiduciaries. Bureau approved courses must be taken from an accredited educational institution, or be approved or offered by an approved education provider.
Approved Education Providers
| A local court of the State of California | Professional Fiduciary Association of California |
| California State Bar or American Bar Association | California State Association of Public Administrators, Public Guardians and Public Conservators |
| California State Board of Accountancy | National Guardianship Association and its state affiliates |
| California State Board of Behavioral Sciences | National Association of Professional Geriatric Care Managers |
| Certified Financial Planner Board of Standards, Inc. | American Society of Aging |
| California Department of Insurance | Gerontological Society of America |
| California Board of Registered Nursing | National Association of Social Workers |
| California State Board of Psychology | National College of Probate Judges |
| California Department of Mental Health | National Elder Law Foundation |
| California Department of Social Services | American Bankers Association |
| California Department of Developmental Disabilities | Cannon Financial Institution |
To earn pre-licensing education credit immediately, the Bureau has identified the following possible opportunities:
- CSUF Fullerton's Fiduciary Management Program – web site: www.csufextension.org/.
- The National Guardianship Association has developed a number of one unit, web-based courses. The list of courses and instructions may be accessed at www.guardianship.org/ under "Web site training for Guardianship CEUs."
- The Professional Fiduciary Association of California's Annual Education Conference, May 2008-website: www.pfac-pro.org/pages/meetings.htm.
For more information please visit the Bureau's website at www.fiduciary.ca.gov, or contact the Bureau at the number or address above.
