Course curriculum

    1. Start Here: A Quick Orientation

    2. Welcome to Module 7: Financial and Operational Planning for Launch

    3. Important Information About This Course

    4. Optional Notes Companion (Download to Type or Print)

    5. Learning Outcomes

    1. Why Financial Planning Matters for Fiduciary Practice

    2. First-Year Budget: Fiduciary-Specific Expense Categories

    1. The Court-Approved Compensation Cycle

    2. Cash Flow Planning: Mapping Revenue Against the Compensation Cycle

    1. Insurance and Bonding: Full Treatment for Fiduciary Practice Part 1

    2. Insurance and Bonding: Full Treatment for Fiduciary Practice Part 2

    3. Successor Fiduciary Obligation: Client Protection, Not Business Preference

    4. Worked Budget Demonstration: Maria's First-Year Financial Plan

    5. Toolkit Lab: Build Your First-Year Financial Plan

    1. Variance Monitoring: What to Watch in Year One

    2. Reflection: Your Financial Launch Readiness

    3. Key Takeaways

    1. Knowledge Review Introduction

    2. Question 1: Appointment Cost and Compensation Timeline

    3. Question 1 Walkthrough

    4. Question 2: Cash Flow Pressure Decision

    5. Question 2 Walkthrough

    6. Question 3: Insurance Coverage Gap

    7. Question 3 Walkthrough

    8. Question 4: Budget and Audit for Fiduciary Completeness

    9. Question 4 Walkthrough

    10. Question 5: Successor Fiduciary Obligation

    11. Question 5 Walkthrough

About this course

  • $179.00
  • 34 lessons
  • 1 hour of video content

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