Course curriculum

  • 1

    Introduction

    • Introduction
  • 2

    1. Ethics

    • 1. Ethics

    • 1) Self-rule

    • 2) Do Good

    • 3) Do No Harm

    • 4) Treat People Fairly

    • 5) Do What You Said You Were Going To Do

    • Honesty

    • Integrity

    • Honor

    • Responsibility

    • Respect

    • Loyalty

    • Summary

    • Example 1:

    • Example 2:

    • Example 3:
  • 3

    2. Trust

    • 2. Trust

    • Trustworthiness

    • Trusts

    • Relevance of Discussing Trusts

    • The Trust Relationships

    • Summary
  • 4

    3. Communication

    • 3. Communication

    • 1. Active Listening

    • 2. Caring and Understanding

    • 3. Ensure You’re Understood

    • 4. Demonstrate Confidence

    • 5. Non-Verbal Messages

    • 6. Weightiness

    • 7. Respect

    • 8. Manage the before and after

    • 9. Methods of communication
  • 5

    4. Financial Management

    • 4. Financial Management

    • Security

    • Follow the Instructions

    • Debt and Creditors

    • Prudence

    • Outsourcing

    • Expenses

    • What’s Reasonable?

    • Personal Fiduciary Compensation
  • 6

    5. Executing Duties

    • 5. Executing Duties

    • Duration

    • Timeliness

    • Tracking

    • Accountability

    • Dealing with an even hand

    • Impartiality

    • Compliance

    • Distributions
  • 7

    6. Conflict Resolution

    • 6. Conflict Resolution

    • Conflict Categories

    • Can You Hear Me Yet?

    • Having the Conversation

    • Results-oriented solutions

    • Key Guidelines

    • Document the Rational

    • Managing expectations

    • Involvement

  • 8

    Summary

    • Summary
  • 9

    Personal Fiduciary Certificate Test Questions

    • Personal Fiduciary Certificate Test Questions