Frequently Asked Questions

• Frequently Asked Questions

Education Opportunities

• Approved Education Providers
• Course Approval Checklist
• Course Approval or Cancellation Request Form

Approved Education Courses

 

 

Course Title:	24th Annual PFAC Educational Conference
Course Date(s):	May 1-4, 2019
Website:	https://pfacmeeting.org/
Contact Number:	(844) 211-3151 x405
Cost:	$475+
Credit Hours:	20 (including 3 in ethics for fiduciaries)

 

Course Title:	A Jet Tour Through the Mine Fields and Pitfalls of Change of Ownership for Trusts, Legal Entities, Estates and Probates
Course Date(s):	Various
Location:	Various
Website:	None
Contact Number:	714-442-8900 949-885-6126
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