Frequently Asked Questions (FAQ)

Choosing how to begin or grow your work as a fiduciary is meaningful. We’re here to make the process feel clear, grounded, and supported. If you don’t see your question here, you’re always welcome to reach out.

1. What is The Fiduciary Institute?
The Fiduciary Institute is a professional home for individuals who serve as fiduciaries — people responsible for another person’s wellbeing, financial stewardship, and decision-making.

We provide education, practice resources, and a community grounded in judgment, integrity, and shared standards.

Our work is part of a larger effort to define and strengthen the fiduciary profession.

2. Who are your programs designed for?
Our programs are for individuals who are pursuing fiduciary practice as a profession or who serve in fiduciary roles within related professional fields. This includes:

• Emerging and aspiring fiduciaries
• Practicing professional fiduciaries
• Attorneys, financial advisors, care managers, trust officers, and social workers
• Public agencies and organizations developing internal fiduciary capacity

If you are building a career or practice in this field, you are in the right place.

3. What if I’m not a professional fiduciary, but I’ve been appointed to help a family member or someone I care about?
This is an important question, and you’re not alone in asking it.

The Fiduciary Institute is focused on professional practice, but we deeply respect the responsibility taken on by non-professionals.

For non-professional guardians, conservators, trustees, or personal representatives seeking guidance, we recommend training through Guardian Partners, a nonprofit that specializes in supporting family and lay fiduciaries.

Learn more: https://guardian-partners.org/education/

4. Do I need experience in law or finance to begin?
No. We begin with foundational skills, orientation to the work, and structured learning pathways that support both new and experienced practitioners.

Our more advanced programs provide depth for those already working in the field.

5. What types of education and resources do you offer?
We offer:
• Introductory learning for those exploring the field
• Structured practice pathways and applied training modules
• The Fiduciary Toolkit (templates, workflows, decision frameworks)
• Community of practice gatherings and peer support
• Workshops and expert-led sessions on specialized topics
• A future professional certification pathway based on demonstrated competency

You can begin where you are and move at a pace that fits your learning and professional goals.

6. How do I register?
Visit our Programs page to explore available training. When a program is open for enrollment, you’ll see a “Register” or “Join the Pilot” button with next steps.

If a program is currently in pilot, you can request early access.

7. Do you offer refunds?
Yes. We want you to feel supported and confident in your learning experience. If something isn’t the right fit, reach out. We take a human-first approach and work with you directly.

8. Do your programs count for continuing education?
Depending on your state or credentialing body, some courses may qualify. We can provide documentation upon request to support CE applications.

9. How long do I have access to course materials?
Most courses include 12 months of access, so you can learn at your own pace.

10. Can I ask questions or get support during the course?
Yes. Many programs include discussion opportunities or email-based support. You do not have to learn this alone.

11. I’m not sure if fiduciary practice is right for me. How do I find out?
Our Career Assessment and Beginner’s Guide are excellent places to start. These tools help you understand whether fiduciary work aligns with your strengths, motivations, and capacity for stewardship.

12. How is The Fiduciary Institute different from other training programs?
Many training programs focus on what to do.

We focus on how to think as a professional fiduciary.

We are building:

shared professional standards,
reflective practice,
grounded judgment,
and a professional identity rooted in integrity.

This is not just training. It is the foundation of a profession.

Still have questions? Reach out anytime.

We’re here to help you find clarity and direction.

General inquiries: info@thefiduciaryinstitute.com
Support: support@thefiduciaryinstitute.com
Phone: 503-389-0510