Welcome Back
What This Course Will Do
Where We’re Picking Up
How to Think About These Roles
Guardian
Conservator
Trustee
Executor
Agent Under Power of Attorney
Representative Payee
How These Roles Combine in Practice
Taking Stock of What You Bring
Strengths and Interests Mapping
Your Finding Your Fit Worksheet
Practice Structures
How People Enter the Profession
Licensing and Certification Landscape
What the First Year Looks Like
Financial Realities
What Makes the Difference
The Fiduciary Institute Training Pathway
Fiduciary Practice: What You’ll Learn
Fiduciary Pathways: What You’ll Learn
Beyond Training: Community and Credentialing
Your Next Step
