Welcome to the Institute for Professional Fiduciary Studies (IPFS)
The Institute for Professional Fiduciary Studies (IPFS) provides continuing education through its global classroom by providing on-line classes that educate and guide professional fiduciaries in all aspects of fiduciary responsibility.
The classes offered address fiduciary responsibilities in all types of estate management and personal care. The courses also address the areas of fiduciary proficiency, competency, ethics, and performance as a conservator, guardian, trustee, executor, agent (or attorney-in-fact). Courses will also cover the California court system relative to fiduciaries and a fiduciary’s ethical obligations.
All courses are available for licensing education credit by the Professional Fiduciaries Bureau.
Listing of Classes Offered
FD-110 Property Ownership, Title, Intestate Succession and Community Property
FD-111 Health Care Decision Making
FD-112 Powers of Attorney and Health Care Directives
FD-200 Trust Boot Camp
FD-201 Probate Procedure for Decedents Estates
FD-221 Conservatorship and Guardianship Law
FD-230 Fiduciary Investment Standards
FD-300 Fiduciary Accountings
FD-310 Special Needs Trust Administration
FD-311 Public Benefits
FD 312 Protecting the Fiduciary from Liability
FD-320 Insurance Reviews
FD-400 Estate and Income Taxation
Each course is $395 and provides 10 hours of Continuing Education Credit Unless Otherwise Stated