Anyone acting in a fiduciary role, such as Power of Attorney, Executor / Executrix or Trustee, or anyone wanting to better understand the responsibilities of the role they may be considering appointing someone else to act in on their behalf.
Personal Fiduciary Certificate Course Details
What Will I Learn?
The Personal Fiduciary Certificate is a short yet comprehensive program covering ethics, ethical responsibilities, and the general duty of care required when acting in a position of trust of another.
It reviews the responsibilities and expectations of a power of attorney, executor / executrix and trustee, in the context of communication, fairness, protection of assets, distribution of assets, reporting and more.
The objective is a standardized international understanding of right from wrong.
Learning Objectives
- A detailed understanding of fiduciary ethical behavior, with examples
- Trustworthiness, actual trusts, and the trust relationships
- Highly effective communication skills from a technical perspective
- Financial responsibilities and limitations of authority
- Key factors to contemplate when executing duties
- Managing winning strategies for conflict resolution
Prior Knowledge
This course is designed and written for average citizens around the world and assumes no prior knowledge or experience.
1. Ethics
Definition
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1) Self-rule
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2) Do Good
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3) Do No Harm
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4) Treat People Fairly
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5) Do What You Said You Were Going To Do
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Honesty
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Integrity
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Honor
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Responsibility
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Respect
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Loyalty
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Summary
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Example 1:
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Example 2:
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Example 3:
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2. Trust
Before we begin
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Trustworthiness
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Trusts
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Relevance of Discussing Trusts
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The Trust Relationships
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Summary
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3. Communication
Before we begin
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1. Active Listening
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2. Caring and Understanding
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3. Ensure You’re Understood
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4. Demonstrate Confidence
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5. Non-Verbal Messages
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6. Weightiness
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7. Respect
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8. Manage the before and after
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9. Methods of communication
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4. Financial Management
Before we begin
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Security
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Follow the Instructions
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Debt and Creditors
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Prudence
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Outsourcing
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Expenses
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What’s Reasonable?
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Personal Fiduciary Compensation
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5. Executing Duties
Before we begin
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Duration
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Timeliness
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Tracking
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Accountability
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Dealing with an even hand
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Impartiality
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Compliance
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Distributions
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6. Conflict Resolution
Before we begin
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Conflict Categories
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Can You Hear Me Yet?
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Having the Conversation
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Results-oriented solutions
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Key Guidelines
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Document the Rational
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Managing expectations
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Involvement
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Price $39.95 USD
Take this courseCourse Features
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2 hours to complete, including quiz
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6 Chapters
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Study Level: Beginner
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Certificate of Completion
