Course curriculum

    1. Start Here: A Quick Orientation

    2. Letter to the Learner

    3. Welcome & Overview

    4. Important Information About This Course

    5. Curriculum Context

    6. Course Objectives & Outcomes

    7. Introduce Yourself

    1. What is the Fiduciary Method™?

    2. Pillar 1: Authority & Scope

    3. Pillar 2: Client & Asset Stewardship

    4. Pillar 3: Practice Operations & Case Management

    5. Pillar 4: Compliance & Risk

    6. Pillar 5: Growth & Professional Identity

    7. Integrated Practice Cycle Application

    1. Pillar Focus: Long-Term Professional Growth

    2. Practice Cycle Step: Capturing Lessons Learned

    3. Pillar Focus: Verifying Legal Authority

    4. Pillars and Practice Cycle: Understanding Relationships

    1. Scenario: Your First Day on a New Case – Authority & Scope

    2. Scenario: Your First Day on a New Case – Client & Asset Stewardship

    3. Scenario: Your First Day on a New Case – Operations & Case Management

    4. Scenario: Your First Day on a New Case – Compliance & Risk

    5. Scenario: Your First Day on a New Case – Growth & Professional Identity

    1. Scenario: A Family Member Calls with a Request – Authority & Scope

    2. Scenario: A Family Member Calls with a Request – Client & Asset Stewardship

    3. Scenario: A Family Member Calls with a Request – Operations & Case Management

    4. Scenario: A Family Member Calls with a Request – Compliance & Risk

    5. Scenario: A Family Member Calls with a Request – Growth & Professional Identity

    1. Fiduciary Applied Activity – An Unexpected Invoice

    2. Fiduciary Applied Activity – The Documentation Gap

    3. Professional Practice Implications

    4. Community Engagement: Share Your Perspective

    5. Course Feedback

    6. Course Feedback Survey

    7. Conclusion & Forward Integration

About this course

  • $99.00
  • 35 lessons
  • 0.5 hours of video content

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