Fiduciary Roles In Practice: Foundations of Guardianship and Conservatorship
A pilot training experience for emerging and practicing professional fiduciaries.
Gain hands-on insight into the everyday responsibilities of professional guardians and conservators. This pilot course blends foundational knowledge with scenario-based learning to help you act with confidence, integrity, and clarity.
Build a Strong Foundation for Fiduciary Practice
This self-paced pilot course introduces the structure, authority, and ethical framework of guardianship and conservatorship roles. Through clear explanations, practical examples, and scenario-based learning, you’ll gain insight into how fiduciaries make sound decisions and navigate complex responsibilities.
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Overview of fiduciary authority and limitations
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Key laws, standards of practice, and ethical principles
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Scenario-based learning reflecting real-world cases
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Downloadable tools and resources to support your practice
Confidence
Practice
Knowledge
Guardian
Conservator
Attorney
Care Manager
Designed for Fiduciaries at Every Stage
Whether you’re exploring the profession, newly certified, or refining your current practice, this pilot course offers a practical look at the everyday realities of fiduciary work.
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Aspiring or new professional fiduciaries
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Guardians and conservators seeking structured training
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Attorneys, care managers, and financial professionals expanding their understanding
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Educators and program directors interested in training models
What to Expect
The course blends short lessons, video segments, and scenario-based exercises designed to bring core fiduciary principles to life. You’ll explore topics such as:
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Distinguishing guardianship and conservatorship roles
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Understanding authority, duty, and ethical tensions
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Applying principles like informed consent and substituted judgment
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Using The Fiduciary Toolkit™ to support documentation and decisions
Format:
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Self-paced, online delivery
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25–35 minutes total
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Includes a post-course feedback survey
Help Shape the Future of Fiduciary Education
This course is part of The Fiduciary Institute’s Pathways Series, a new initiative to build accessible, practical training for the next generation of professional fiduciaries. By participating in this pilot, you’ll gain early access to the content and the opportunity to provide valuable feedback that shapes future course development.
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Free enrollment during the pilot phase
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Early access to resources and materials
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Opportunity to share insights and suggestions
Created by Fiduciaries, for Fiduciaries
The Fiduciary Institute develops tools, training, and systems that strengthen professional practice.
Founded by True North Fiduciary Services, the Institute bridges the gap between theory and real-world application—empowering professional fiduciaries to lead with integrity in a complex world.
