Educating the California Private Professional Fiduciary

We Provide the Education and Training So You Can Provide Confident Support to Your Clients

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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

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