Department of Consumer Affairs Professional Fiduciaries Bureau

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Approved Education Providers

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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:

  1. The CSUF Fullerton's Fiduciary Management Program online courses-website: http://extension.fullerton.edu/professionaldevelopment/Fiduciary
  2. The National Guardianship Association online CE courses-website: www.guardianship.org/
  3. The Professional Fiduciary Association of California’s Annual Education Conference, May 2008-website: www.pfac-pro.org/
  4. The UC Riverside Extension Professional Fiduciary Certificate Program: http://www.extension.ucr.edu/certificates/9698683/LawandCriminalJustice/law/ProfessionalFiduciaryManagement
  5. http://www.alz.org/norcal/in_my_community_professionals.asp
  6. http://www.guardianshipcert.org/

For more information please visit the Bureau's website at www.fiduciary.ca.gov or contact the Bureau staff by email at fiduciary@dca.ca.gov.