Certified Fiduciary™: Elevate Your Expertise
Launching 2027 – A New Standard for Professional Fiduciary Practice
The Fiduciary Institute is establishing a nationally recognized certification that reflects the highest standards of competence, ethics, and professional responsibility across all fiduciary roles.
Join the interest list and be first to access program updates, requirements, and early enrollment opportunities.
Why Become a Certified Professional Fiduciary?
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Earn a credential built on rigorous national standards developed by The Fiduciary Institute
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Demonstrate advanced expertise across guardianship, conservatorship, trusts, estates, and powers of attorney
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Strengthen your practice with clear ethical guidelines and consistent professional expectations
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Increase credibility with courts, attorneys, colleagues, and clients
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Join a professional community committed to excellence, accountability, and continuous growth
A Certification Built for the Full Spectrum of Professional Fiduciary Practice
While most professional development pathways focus on individual roles—such as guardian or conservator—the Certified Fiduciary™ credential reflects the broader realities of modern fiduciary practice.
This certification recognizes the interconnected responsibilities professionals carry across five core roles:
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Guardian
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Conservator
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Trust Administrator
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Estate Administrator
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Agent under Power of Attorney
And, in select jurisdictions, roles such as Representative Payee.
By grounding training in shared principles, ethical standards, and real-world application, this certification supports a consistent, unified approach to fiduciary responsibility nationwide.
What the Certification Will Include
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Core competencies rooted in fiduciary law, ethics, and authority
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Role-specific modules covering each major fiduciary function
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Standards-aligned assessments
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Documentation, decision-making, and case management frameworks
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Continuing education requirements to maintain certification
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Modeled on national best practices and informed by practitioner feedback
Raising the Standard of Fiduciary Practice— Together
The Certified Fiduciary™ credential is one piece of a larger effort to strengthen the profession, protect vulnerable people, and support practitioners who carry profound responsibility.
By certifying fiduciaries across all roles—not just guardians or trust administrators—we are helping to build a more unified, ethical, and respected field.
Your participation helps shape a profession defined by clarity, integrity, and accountability.
