Products
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The Trauma-Informed Fiduciary: Building Trust from Day One
CourseTwo people, each afraid of the other, in a relationship neither chose. A pre-recorded session with Amanda Koplin, LPC, on trauma-informed practice: reading resistance, communicating under pressure, and where your lane ends. Free, with a certificate.
Free
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Conservatorship Module 1: Orientation & Lifecycle (~90 mins)
CourseLearn the conservator's role, the seven jurisdictional terms, the five-phase case lifecycle, the four closure paths, and the hybrid stewardship frame. Self-paced, approximately 90 minutes.
$179
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Fiduciary Practice™: November 2026 Cohort
BundleA guided, eight-session run through Fiduciary Practice with a small group and a live session every week. Content opens November 4, 2026, the first live session is November 11, and the cohort finishes January 20. Enrollment is limited.
$2,199
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Fiduciary Accounting Demystified
CourseAn on-demand session on fiduciary accounting: how an accounting is built, what courts look for, and how to be ready. From The Fiduciary Institute's Expert Training Series.
Free
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Grief and the Fiduciary: Understanding What You Carry and How to Work Through It (~60 min)
CourseFiduciaries carry grief, their clients' and their own. An on-demand session with death doula and grief guide Jessica Tomforde on recognizing it, supporting clients, and tending to your own resilience. Free, with a completion certificate.
Free
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The Commons
CommunityA gathering place for professional fiduciaries, those exploring the profession, allied professionals, and partners to ask questions, follow the Expert Training Series, and connect with peers. Hosted by The Fiduciary Institute.