Department of Consumer Affairs Professional Fiduciaries Bureau

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Past Approved Courses

Course Title: Charitable Estate Planning Institute
Course Date(s): 4/24/2017-4/27/2017
Website: http://www.ceplanninginstitute.org/
Contact Number: (615) 236-6099
Cost: $895
Credit Hours: 19.25 Trusts .5 Ethics

 

Course Title: Special Needs Trust Foundation
Course Date(s): May 3, 2017
Location: 9903 Businesspark Ave., Ste. 105, San Diego, CA 92131
Contact Number: (858) 689-0613
Cost: No cost
Credit Hours: 1 - General

 

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: Fiduciary Attorney Summit
Course Date(s): January 12-14, 2017
Website: http://www.fiduciaryattorneysummit.com/
Contact Number: (215) 299-2156
Cost: $99-$748 (depending on option selected)
Credit Hours: 11 – General, 4 – 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: 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: 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: Residential Landlord Tenant Law
Course Date(s): October 25, 2016
Website: http://www.kts-law.com/
Contact Number: (619) 234-1690
Cost: No cost
Credit Hours: 1 - General

 

Course Title: Memory: How It Works, How It Fails & How To Improve It.
Course Date(s): October 26, 2016
Website: www.ibpceu.com
Contact Number: (805) 893-2347
Cost: $79.00
Credit Hours: 6 - General

 

Course Title: ABLE Act (Achieving a Better Life Experience Act)
Course Date(s): October 5, 2016
Website:  
Contact Number: (858) 689-0613
Cost: No cost
Credit Hours: 1 - General

 

Course Title: Living In The Moment Conference: Challenges of Early Dementia
Course Date(s): September 22, 2016
Website: http://www.elderconsult.com/
Contact Number: (650) 357-8834 x4
Cost: $70
Credit Hours: 3 - General

 

Course Title: ABLE Act (Achieving a Better Life Experience Act)
Course Date(s): September 14, 2016
Website:  
Contact Number: (858) 689-0613
Cost: No cost
Credit Hours: 1 - General

 

Course Title: Streamlining the Court-Supervised Trust Petition Approval Process
Course Date(s): August 3, 2016
Website:  
Contact Number: (858) 689-0613
Cost: No cost
Credit Hours: 1 - General

 

Course Title: A Developmental Approach to Autism Intervention
Course Date(s): June 1, 2016
Website:  
Contact Number: (858) 689-0613
Cost: No cost
Credit Hours: 1 - General

 

Course Title: Health Insurance Ins & Outs
Course Date(s): May 4, 2016
Website:  
Contact Number: (858) 689-0613
Cost: No cost
Credit Hours: 1 - General

 

Course Title: Brain Function and Traumatic Brain Injury, An Overview
Course Date(s): April 6, 2016
Website:
Location: 9903 Businesspark Avenue, Ste. 105
San Diego, CA 92131
Contact Number: (858) 689-0613
Cost: No Cost
Credit Hours: 1-Trusts

 

Course Title: 2016 Aging in America Conference
Course Date(s): March 20-24, 2016
Website: http://www.asaging.org/aia
Contact Number: (415) 974-9600
Cost: $385-$805 (see website)
Credit Hours: Up to 27.5
Session must meet the topic requirements
In Section 4444 of the California Code of
Regulations.  Contact the Professional
Fiduciaries Bureau with any questions.

 

Course Title: The Role of the Special Education Advocate
Course Date(s): March 2, 2016
Website:  
Contact Number: (858) 689-0613
Cost: No Cost
Credit Hours: 1-Trusts

 

Course Title: Fiduciary Attorney Summit
Course Date(s): January 28-30, 2016
Credit Hours: 3-Trust, 7-CA Court System, 2-Ethics

 

Course Title: 50th Annual Heckerling Institute on Estate Planning
Course Date(s): January 11-15, 2016
Credit Hours: 28-General