PFAC - LMS - Course list

STANDARD

Death Before Divorce

With gray divorce (divorce defined after the age of 40 years or more) on the rise, it becomes more and more likely that a death may occur during, or soon after a divorce is finalized.

STANDARD

Conversations That Matter

Let’s face it, there are people and topics that at some point are just off limits. You just can’t do it or them right now.

Practice Management

STANDARD

Business Succession Planning for a Fiduciary Practice

This presentation addresses the issues, opportunities and challenges of buying, selling or otherwise transferring a fiduciary practice and related cases to or from another party.

Practice Management

BEGINNER

Billing and Petitions for Fees

A comprehensive program regarding billing practices and procedures for professional fiduciaries.

Practice Management

STANDARD

Are You Covered? Risk Management and Insurance for Professional Fiduciaries

This presentation will help Professional Fiduciaries.

Practice Management

STANDARD

A Case Study and Conversation About Medical and Fiduciary Ethics

A presentation and conversation about a very difficult case that brings in every difficult aspect that conservators will ever have to deal with.

STANDARD

Addressing Mental Health Needs During A Time Of Social Isolation

Mentally Coping with COVID-19 with Dr. Anna McCarthy

BEGINNER

Tax Returns and Records Retention For Fiduciaries

This course will teach you about Tax Returns and Records Retention For Fiduciaries.

prelicensingPractice Management

BEGINNER

Prudent Investment Principles and Portfolio Review

This course includes the 40 minute Q&A session after the presentation.

prelicensingTrusts

BEGINNER

Cultural Diversity and Ethics

We have a unique profession in that we do not provide a one-time service but instead provide multiple services and care across the person’s lifetime.

prelicensingEthics

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