Department of Consumer Affairs Professional Fiduciaries Bureau

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Frequently Asked Questions

Education Opportunities

Approved Education Courses

 

Course Title: 2018 Fox Rothschild Fiduciary Attorney Summit
Course Date(s): February 8-10, 2018
Location: The Ritz-Carlton
8301 Hollister Avenue
Santa Barbara, CA 93117
Website: http://www.foxfiduciaryattorneysummit.com/
Contact Number: 215-299-2156
Cost: $795
Credit Hours: Up to 13-General, 2-Ethics

 

Course Title: The Basics: Mild Cognitive Impairment, Dementia, and Alzheimer's Disease
Course Date(s): February 7, 2018
Location: Webinar
Website: https://register.gotowebinar.com/register/6366408008573554690
Contact Number: 949-885-6126
Cost: No cost
Credit Hours: 1-Conservatorship/Guardianship

 

Course Title: Communicating with the Client with Dementia
Course Date(s): March 7, 2018
Location: Webinar
Website: https://register.gotowebinar.com/register/283196191038994381
Contact Number: 949-885-6126
Cost: No cost
Credit Hours: 1-Conservatorship/Guardianship

 

Course Title: 52nd Annual Heckerling Institute on Estate Planning
Course Date(s): January 22-26, 2018
Location: Orlando World Center Marriott Resort
Website: www.law.miami.edu/heckerling
Contact Number: (305) 284-4762
Cost: $1,100
Credit Hours: 28-General

 

Course Title: Special Needs Client Considerations Collaborative Practice & Preservation of Essential Benefits
Course Date(s): February 7, 2018
Location: 9903 Businesspark Ave., Ste. 105
San Diego, CA 92131
Website:  
Contact Number: 858-689-0613
Cost: No cost
Credit Hours: 1-Trusts

 

Course Title: Elder Mistreatment: Understanding Abuse and Neglect
Course Date(s): Various
Location: On-Line
Website: http://asaging.org/elder-mistreatment-understanding-abuse-and-neglect
Contact Number: (415) 974-9616
Cost: $500
Credit Hours: 10-Ethics

 

Course Title: Elder Mistreatment: Prevention of Abuse and Neglect
Course Date(s): Various
Location: On-Line
Website: http://asaging.org/elder-mistreatment-understanding-abuse-and-neglect
Contact Number: (415) 974-9616
Cost: $500
Credit Hours: 1 Conservatorship, 1-Guardianship, 8-Ethics

 

Course Title:Business 201A – Financial Accounting
Course Date(s): Various
Website: http://cuesta.edu/
Contact Number: (805) 546-3100
Cost: $184 + service fees
Credit Hours: 72

 

Course Title:Business 245 – Introduction to Business
Course Date(s): Various
Website: http://cuesta.edu/
Contact Number: (805) 546-3100
Cost: $138 + service fees
Credit Hours: 54

 

Course Title:Communications 230 – Interpersonal Communication
Course Date(s): Various
Website: http://cuesta.edu/
Contact Number: (805) 546-3100
Cost: $138 + service fees
Credit Hours: 54

 

Course Title:Family Studies 210 – Introduction to Human Services
Course Date(s): Various
Website: http://cuesta.edu/
Contact Number: (805) 546-3100
Cost: $138 + service fees
Credit Hours: 54

 

Course Title:Family Studies 212 – Human Development:  Life Span
Course Date(s): Various
Website: http://cuesta.edu/
Contact Number: (805) 546-3100
Cost: $138 + service fees
Credit Hours: 54

 

Course Title:Nutrition 224 – Gerontological Nutrition
Course Date(s): Various
Website: http://cuesta.edu/
Contact Number: (805) 546-3100
Cost: $138 + service fees
Credit Hours: 54

 

Course Title:Paralegal 208 – Estate Planning and Administration
Course Date(s): Various
Website: http://cuesta.edu/
Contact Number: (805) 546-3100
Cost: $138 + service fees
Credit Hours: 72

 

Course Title:Professional Development Studies 175 – Values & Ethics
Course Date(s): Various
Website: http://cuesta.edu/
Contact Number: (805) 546-3100
Cost: $23 + service fees
Credit Hours: 9

 

Course Title:Business 218 – Business Law
Course Date(s): Various
Website: http://cuesta.edu/
Contact Number: (805) 546-3100
Cost: $184 + service fees
Credit Hours: 72

 

Course Title:Estate Planning 101
Course Date(s): Various (see website)
Website: http://myestateplanning101.weebly.com/store/p9/Pre-Licensing_Credit_and_Continuing_Education_Course.html
Contact Number: (760) 728-6688
Cost: $249 Videos and Workbook
Credit Hours: 7-General, 1-Ethics

 

Course Title:Ethical Issues for Trustees and Fiduciaries
Course Date(s): Various (see website)
Website: http://www.attorneycredits.com/classes.php
Contact Number: (760) 434-1885
Cost: $19.99 Videos and Workbook (on-line only)
Credit Hours: 1-Ethics

 

Course Title:Certified Estate Planner Certification Course
Course Date(s): On-going (Combined Self Study and Online)
Location: N/A
Website: www.NICEP.org
Contact Number: 765-453-4300
Cost: $1,695
Credit Hours: 2-Conservatorship
2-Guardianship
22-Trusts
2-Durable Power of Attorney
2-Ethics

 

Past Approved Courses