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. Domain 1: Authority and Scope of Practice

    3. Domain 2: Client and Asset Stewardship

    4. Domain 3: Practice Operations and Case Management

    5. Domain 4: Compliance, Ethics and Risk Management

    6. Domain 5: Growth & Professional Identity and Legacy

    7. Knowledge Check: Verifying Legal Authority

    8. Knowledge Check: Long-Term Professional Growth

    9. The Integrated Practice Cycle

    10. The Fiduciary Decision Record

    11. Knowledge Check: Capturing Lessons Learned

    12. Knowledge Check: How the Three Parts Fit Together

    1. Before You Begin: Your First Day

    2. Your First Day on a New Case: Authority and Scope of Practice

    3. Your First Day on a New Case: Client and Asset Stewardship

    4. Your First Day on a New Case: Operations and Case Management

    5. Your First Day on a New Case: Compliance and Risk Management

    6. Your First Day on a New Case: Growth, Professional Identity and Legacy

    7. Compare Your First Day

    1. Before You Begin: The Request

    2. The Request: Authority and Scope of Practice

    3. The Request: Client and Asset Stewardship

    4. The Request: Practice Operations and Case Management

    5. The Request: Compliance, Ethics and Risk Management

    6. The Request: Growth, Professional Identity and Legacy

    1. Applied Activity: An Unexpected Invoice

    2. 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
  • 39 lessons
  • 0.5 hours of video content

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