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Home > C.E. Hours > Professional Fiduciaries
Professional Fiduciaries

One major component of Professional Fiduciary licensing is the requirement to obtain 30 hours of pre-licensing education credit in approved education courses to qualify for the California state exam.

An approved education course must be relevant to fiduciary responsibilities of the person or of estate management for conservators, guardians, trustees, or agents under durable power of attorney, or of the court system or ethics for fiduciaries. Courses must address the areas of proficiency, competency, and performance of a fiduciary in at least one of the following subject topics: conservatorship, guardianship, trust administration, the California court system relative to fiduciaries, or ethics.

The courses must be offered or approved by an approved educational entity in accordance with the Act to earn pre-licensing education credit. Psycho-Legal Associates, Inc. (PLA) courses qualify for pre-licensing education credit since PLA is an education provider offering courses approved by the California State Bar
(Provider #: 4521) for continuing education as well as an education provider of continuing education courses approved by the California Board of Registered Nursing (Provider #: CEP 11769)
.