Program Overview

California State University in Fullerton offers an online certificate program in Professional Fiduciary Management. The certificate can be completed entirely through online courses, allowing students the flexibility to earn an education to pursue advanced career opportunities. The online learning format allows for students to stay committed to current careers, community involvement or family. Students have the option of choosing between two certificate concentrations, each designed to best fit personal and professional aspirations. 

A professional trained with the skills and knowledge necessary to become a fiduciary manager is proficient in the legal partnership between two individuals, often including sums of money. Traditionally, a fiduciary would take care of monetary funds of another person or persons. Another name for fiduciary managers can be an asset manager, assets are also seen under the law as part of an individual’s wealth. The immense amount of trust in a fiduciary manager is, in-part, of the statutes and law governing a fiduciary to act for the sole benefit of the trustee. 

The profession of allocating funds to a professional has seen many legal upsides and downsides. The certificate program should give a graduate the academic credentials needed to maintain a successful career providing for and taking care of individuals incapable or uneducated in the ways to manage money, property and finances. The program is designed to benefit professionals in banking, accounting, insurance, estate and financial planning careers. Earning the additional education may also enlighten professionals in closely related fields such as: geriatric nurses, social workers, counselors and paralegals. 

The Professional Fiduciaries Act in California mandates that all professional fiduciaries be licensed. This law applies to many states and online learner are required to know acceptance details before performing as a fiduciary manager. Part of the criteria to apply for licensure in the state of California, individuals are required to earn 30-hours of pre-licensing education from an approved educator like California State University, Fullerton. 

The certificate concentrations are designed for Conservators or Trustees. The individual concentrations will direct students to develop a comprehensive understanding of specific concepts associated with their field. The areas of specialization and the courses they include are as follows: The Certificate in Professional Fiduciary Management for Trustees and The Certificate in Professional Fiduciary Management for Conservators.

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    Program Details

    Degree Level: Certificate

    Delivery Format: 100% Online

    Accelerated Degree: No

    Accreditation & Licensing

    Western Association of Schools and Colleges, Senior College and University Commission


    A bachelor's degree from an accredited university; or
    At least five years of experience working in fiduciary management or geriatric care; or
    At least 60 semester units of college-level work and permission of the program manager

    School Overview

    Number twelve: that describes the beginnings of California State University, Fullerton, in 1957, when the California Legislature approved the establishment of a 12th State College. Today, the University bears little resemblance to its founding. Located in Orange County, California, just thirty miles south of Los Angeles, Cal State Fullerton offers 100-plus undergraduate and graduate degrees, including doctorate degrees housed in nine colleges:
    • College of the Arts
    • Mihaylo College of Business and Economics
    • College of Communications
    • College of Education
    • College of Engineering and Computer Sciences
    • College of Health and Human Development
    • College of Humanities and Social Sciences
    • College of Natural Sciences and Mathematics
    • University Extended Education

    Non-traditional students can earn degrees or complete credit courses through evening programs and online learning. Cal State Fullerton offers online degrees in addition to multiple certificates and programs, In addition, a variety of online courses are also offered via the College of University Extended Education. Courses are typically asynchronous, and students complete weekly assignments, including discussion boards. Cal State Fullerton also offers self-paced coursework through CD-ROMs.


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