Frequently Asked Questions (FAQ)

Welcome to The Fiduciary Institute! We know choosing the right training path is an important decision, and we’re here to make the process as clear and supportive as possible. Below are answers to some of the most common questions people ask us.

1. What is The Fiduciary Institute?

The Fiduciary Institute is a professional training and development resource for individuals exploring or advancing careers as fiduciaries. We provide courses, toolkits, and pathways designed to prepare you for real-world fiduciary work in trusts, estates, conservatorships, and guardianships.

2. Who are your programs designed for?

Our programs are for career-seekers, practicing fiduciaries, and professionals in related fields (such as attorneys, financial planners, and social workers) who want to understand the fiduciary role. Whether you’re just exploring or ready to grow your practice, we have a pathway for you.

3. Do I need prior experience in finance or law to take your courses?

No prior experience is required. We start with the fundamentals so anyone can build confidence, and we also offer advanced resources for experienced fiduciaries looking to deepen their expertise.

4. What types of programs do you offer?

We offer:

Introductory courses for those considering a fiduciary career.
Professional training modules covering trusts, estates, guardianships, and conservatorships.
The Fiduciary Toolkit, a set of practical resources, templates, and best practices.
Fiduciary Pathways that guide you step by step toward building a successful practice.
Modules leading to certification based on levels of demonstrated expertise.
On-demand and live sessions on relevant topics from industry experts.
Opportunities for community building, mentoring, and growing beyond your own practice.

5. How do I register for a course or program?

Registration is easy! Our first bundle of Toolkits and our Fiduciary Pathways Foundation course are currently in pilot. Simply visit the pilot page, click “Join the Pilot,” and you'll enjoy early access. You’ll receive a confirmation email with download details and immediate access to your course or materials.

6. How do refunds work?

At The Fiduciary Institute, we want you to feel confident in your purchase and supported in your learning journey.

Online Courses: We offer a 7-day satisfaction guarantee. If the course isn’t the right fit and you’ve completed less than 25%, you can request a refund.
Live Programs & Workshops: Cancel up to 14 days before the start for a full refund. If you need to cancel closer to the date, we’re happy to offer a credit toward a future program. Once the program begins, we’re unable to provide refunds.
Memberships/Subscriptions: These are non-refundable, but you may cancel anytime to avoid future billing.
Special Cases: Life happens. If you experience technical issues, duplicate charges, or other unexpected circumstances, reach out—we’ll work with you to make it right.

For full details, see our Refund Policy.

7. Do your courses qualify for continuing education credits?

Some of our courses may be eligible for continuing education credits depending on your licensing body or professional association. We recommend checking with your state or certifying organization, and we’ll provide documentation upon request.

8. How long do I have access to the courses I purchase?

Unless otherwise noted, you’ll have 12 months of access to your course materials from the date of purchase. This gives you plenty of time to learn at your own pace.

9. Can I get help if I have questions while going through the course?

Absolutely. We provide email support and, in some programs, optional live Q&A or office hours. We’re committed to helping you succeed and not leaving you to “figure it out” alone.

10. How do I know if becoming a fiduciary is right for me?

Great question—that’s why we built resources like our Beginner’s Guide and Career Assessment Quiz. These tools help you explore your strengths, interests, and readiness for this important profession before committing to a full program.

11. How do I know which program is right for me?

We’ve designed our programs to meet learners at different stages. If you’re just curious about the profession, our Beginner’s Guide and Career Assessment Quiz are great places to start. If you already know you want to pursue this path, our Introductory Courses will give you a solid foundation. For those ready to deepen their expertise, our Fiduciary Pathways and Fiduciary Toolkit offer additional resources. Ready to get certified? The Certified Fiduciary will allow you to earn designations that show clients your commitment to excellence. Still unsure? Reach out—we’d be happy to help guide you based on your goals and experience.

11. How does The Fiduciary Institute compare to other professional programs (like CFP or CGC)?

We focus specifically on fiduciary roles such as guardianship, conservatorship, trusts, and estate management. While programs like CFP (financial planning) and CGC (certified guardianship) offer valuable credentials, our training is designed to bridge the gap by providing practical, applied learning and resources tailored for fiduciary work.

12. What if I still have questions?

We’d love to hear from you! You can reach us anytime at:

For general questions:
info@thefiduciaryinstitute.com

For technical support:
support@thefiduciaryinstitute.com

By phone:
503-389-0510