Department of Consumer Affairs Professional Fiduciaries Bureau

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Frequently Asked Questions

Continuing Education Opportunities

Approved Continuing Education Courses

Course Title: Special Needs Planning Symposium
Course Date(s): February 17-18, 2017
Website: https://sntsymposium.com/
Contact Number: (415) 593-9944
Cost: $399-$489 (depending on selected courses)
Credit Hours: 13 – General, 2 – Ethics

 

Course Title: Role of Advocates in Education
Course Date(s): February 1, 2017
Website: None
Contact Number: (858) 689-0613
Cost: No cost
Credit Hours: 1 - Guardianship

 

Course Title: 51st Annual Heckerling Institute on Estate Planning
Course Date(s): January 9-13, 2017
Website: http://www.law.miami.edu/heckerling/
Contact Number: (305) 284-4762
Cost: $1,080
Credit Hours: 28 - General

 

Course Title: Why It Is Important to Use a CPA Who Understands Special Needs Trust Issues
Course Date(s): December 7, 2016
Website: None
Contact Number: (858) 689-0613
Cost: No cost
Credit Hours: 1 - Trusts

 

Course Title: Services Offered by San Diego Regional Center
Course Date(s): November 2, 2016
Website:  
Contact Number: (858) 689-0613
Cost: No cost
Credit Hours: 1 - General

 

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://www.estateplanning101.org/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

 

Past Approved Courses