Course categories: Pre-Licensing
Managing Challenging Personalities: A Fiduciaries’ Practice Guide
Cost: $75 PFAC Member – $100 Non-Member Speaker: Dr. Teo Ernst CEU Awarded: 1.5 Person Presented Date: 09/19/2018 About the Course >p?Unpredictable, irrational, and impulsive behaviors from clients lead to significant practical challenges in fiduciary practice. The consequences often include fiduciary burnout, increased liability, and hours spent on non-billable client management tasks. This presentation […]
Conflicts of Interest: What You (And Your Clients) Need to Know!
Cost: $50 PFAC Member – $70 Non-Member Speakers: Frank Acuna, Esq. and Tracy Regli, Esq. CEU Awarded: 1.0 CE/MCLE Person Presented Date: 07/17/2018 About the Course Are you aware of the situations which create conflicts of interest? Can you clearly identify who is the client, and to whom you owe fiduciary duties, including the […]
Ethical Challenges Facing Fiduciaries
Cost: $50 PFAC Member – $70 Non-Member Speakers: Monica Goel, Esq. CEU Awarded: 1.0 Ethics Presented Date: 05/15/2018 About the Course We have a unique profession in that we do not provide a one-time service but instead provide multiple services and care across the person’s lifetime. Our practice is enhanced when we have […]