Discover the World of Professional Fiduciaries
Learn what fiduciaries do, who they serve, and whether this meaningful profession is right for you — starting with our free mini-course, What a Fiduciary Is (and Isn’t).
What Is Fiduciary Foundations?
Fiduciary Foundations is your structured roadmap to understanding and entering the fiduciary profession.
Designed for aspiring and early-career fiduciaries, this curriculum bridges the gap between curiosity and competence — giving you the knowledge, context, and professional framework you need to serve with confidence.
Step One: Explore with the Free Mini-Course
Before you dive into the full program, start with a 20-minute mini-course that explains the essentials:
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What professional fiduciaries really do
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The five major professional fiduciary roles — guardian, conservator, trustee, personal representative, and POA
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Common myths and realities about the work
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How to evaluate your readiness for this profession
Go Further with
Fiduciary Foundations
Once you’ve completed the free mini-course, continue into the Foundations Curriculum — a structured, self-paced program designed to help you:
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Understand fiduciary duties and standards
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Navigate complex client and family dynamics
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Build your systems, confidence, and professional credibility
You’ll gain insight, tools, and direction to succeed in this high-impact, high-integrity profession.
Join the Fiduciary Foundations Pilot
Launch Your Professional Career With Confidence
Be among the first to experience the Foundations curriculum — a structured, practical approach to professional fiduciary work. Access 14 unique modules covering a broad range of foundational knowledge, and an extensive Glossary, with definitions and examples of real-world applications.
Why Become a
Pilot Participant?
Professional fiduciary work is complex and high-stakes. As a pilot participant, you’ll:
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Gain early access to structured pathways, real-world templates, and practical guidance to start or refine your practice.
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Help shape the next generation of fiduciary tools and training.
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Explore exclusive templates, checklists, and modules before they’re released to the public.
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Influence what’s included — your input matters.
Foundations Pilot Curriculum
Core fiduciary concepts, terminology, and practical skills to
manage fiduciary responsibilities with clarity and confidence.
13 Foundations Modules
Plus an Extensive Glossary
Core fiduciary concepts, terminology, and practical skills to manage fiduciary responsibilities with clarity and confidence.
Stand-Alone
Ethics Module
Stand-alone Ethics module to guide decision-making and professional responsibility in complex fiduciary situations.
Join the Foundations Pilot Program
Be among the first to explore the Fiduciary Pathways Foundations curriculum — including the Glossary, modules 1-13, and the stand-alone Ethics module. Early participants get exclusive access and can help shape the program.
It only takes two minutes to join — you’ll complete a short intake survey right after signing up.