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FIDUCIARY ACADEMY

Welcome to the PFAC Fiduciary Academy

Fiduciary Academy allows you to access online / on demand educational opportunities approved for continuing education credits by both the Professional Fiduciaries Bureau of California and PFAC toward professional fiduciary license renewal and PFAC membership renewal.

PFAC will be offering two courses per quarter initially as the program gets started. The courses are videotaped sessions from the most recent PFAC Conference to provide you with the most up-to-date information.

PRICE
PFAC members - $45 per CEU
Non Members - $65 per CEU

HOW IT WORKS
Click on the link for the course you would like to take. Online courses are administered by PFAC partner, BizVision. Once you click on the link, the BizVision site will direct you in how to register and pay for the course.

Online learners will be required to complete attendance verification processes during the course and to complete an evaluation at the end of the course. Once your course is completed, you will be issued a certificate containing your CEU verification.

If you are a PFAC member and would like the CEU added to your member profile, please send a copy of your certificate to PFAC at PFACAdmin@pfac-pro.org.

2017 Q2 - COURSES

The Treasure Hunt - Marshaling, Managing and Selling Assets
Andrew de Vries, MBA - Probate, Estate and Trust Real Estate Broker
1.25 CEU - Estate
$56.00 / PFAC Member
$81.00 / Non Member

About Andrew de Vries
Andrew de Vries, MBA has provided expert real estate sales for private and professional fiduciaries in the Bay Area for more than a decade. With more than 600 successful fiduciary sales transacted in most major Bay Area counties, Andrew brings deep experience-based knowledge to his client’s needs. His services include initial case evaluation, property preparation and development and execution of sophisticated sales strategies to limit a fiduciary’s liability while satisfying all parties involved (including difficult family members.)

Session Description
Identifying, managing and selling assets is one of a fiduciary’s most important, sophisticated and closely scrutinized duties. This presentation covers all aspects of identifying, collecting and managing assets for new and experienced fiduciaries. Identifying topics covered include demonstrating the key duties of a personal representative, inventorying and appraising assets, working with probate referees and assessor forms and filing an inventory and appraisal. Asset management topics covered include guidelines for asset management, working with cash accounts and working with tangible personal property (autos, jewelry and more.) Selling asset topics include when and how to sell assets, how to gain authority to sell, how to correctly notice for sale, the legal process for sales of real property with and without court confirmation, and how to maximize the sale while limiting liability.

 


Assessment and Engagement of Mental Health Clients Focused on the Recovery Initiative

American Psychological Association (used by permission)
1.0 CEU – Person
$45.00 / PFAC Member
$65.00 / Non Member

Session Description
This one-hour program is the first of a three part APA series on Serious Mental illness and Severe Emotional Disturbance (SMI/SED). The series is based on the Curriculum developed by APA for SAMHSA’s Recovery to Practice initiative. The Recovery to Practice initiative, founded in California, is what each Fiduciary commits to in working with a mental health client. The Curriculum is a tool to provide pre- and post-doctoral trainees with state of the art instruction on new approaches and treatments for individuals diagnosed with serious mental illnesses (SMI); it is also an update and review for more seasoned practitioners.

 

Ethical Challenges Facing Fiduciaries
Monica Goel, Tredway Lumsdaine & Doyle
1.0 CEU – Ethics
$45.00 / PFAC Member
$65.00 / Non Member

About Monica Goel
Monica Goel has been rated “superb” by AVVO and names as one of the top estate planning attorneys. With over fifteen years of legal experience, Ms. Goel advises clients on a full range of estate, trust, probate, and conservatorship matters. Her practice focuses on estate planning, trust administration, probate administration, elder law, trust and probate litigation.

Session Description
Monica’s presentation focuses on presenting the ethical challenges facing fiduciaries in the estate and trust practice. She also provides case examples on how to avoid breaches of fiduciary duty and protect yourself from liability.