About the Course

This course is ideal for: - Allied professionals (social workers, case managers, paralegals, care managers, financial or legal professionals) who interact with fiduciaries - Career changers exploring meaningful, people-centered professional paths - Individuals curious about guardianship, conservatorship, trust administration, or related fiduciary roles - Aspiring fiduciaries seeking a clear, realistic introduction before pursuing further training This Course May Not Be a Fit If You: - Are looking for technical how-to training or state-specific procedural instruction - Are already practicing as a professional fiduciary and need advanced or operational coursework - Are seeking investment-focused or financial advisory education (This course focuses on understanding the profession—not practice mechanics.)

Meet Your Instructor

Hi, I’m Junel Unrein, founder of The Fiduciary Institute and a professional fiduciary. When I first entered fiduciary work, I quickly noticed something important: while there is plenty of discussion about ethics, standards, and legal responsibility, far less attention is given to helping people truly understand what professional fiduciary work is—how the role fits within the broader system of care, law, and support, and what it actually demands of those who take it on. That gap inspired me to create educational resources that bring clarity to the profession itself. This course is designed to help learners understand the scope, responsibilities, and realities of fiduciary work—before stepping further into training, practice, or career decisions. Through this course and the Fiduciary Pathways™ series, my goal is to support informed, ethical entry into the profession by helping learners develop a clear, grounded understanding of what fiduciary work involves and why it matters.

Course Curriculum

5 Chapters · 22 Lessons

  1. 1

    Introduction to Professional Fiduciaries

    1. (Included in full purchase)

      Welcome to Understanding the Profession

    2. (Included in full purchase)

      Course Glossary

    3. (Included in full purchase)

      Course Objectives

    4. (Included in full purchase)

      Why Professional Fiduciaries Matter

  2. 2

    What a Professional Fiduciary Is (and Isn't)

    1. (Included in full purchase)

      Professional Fiduciaries Defined

    2. (Included in full purchase)

      Professional vs Financial Fiduciaries

    3. (Included in full purchase)

      Core Principles

    4. (Included in full purchase)

      Real World Example

    5. (Included in full purchase)

      When to Contact a Professional Fiduciary

  3. 3

    Professional Fiduciary Roles & Responsibilities

    1. (Included in full purchase)

      Six Professional Fiduciary Roles

    2. (Included in full purchase)

      Role 1: Guardian

    3. (Included in full purchase)

      Role 2: Conservator

    4. (Included in full purchase)

      Role 3: Trustee

    5. (Included in full purchase)

      Role 4: Agent under Power of Attorney

    6. (Included in full purchase)

      Role 5: Executor / Estate Administrator

    7. (Included in full purchase)

      Role 6: Representative Payee

    8. (Included in full purchase)

      Role Summary

  4. 4

    Balancing Clients, Family, and Courts

    1. (Included in full purchase)

      Scenario 1 - Maria

    2. (Included in full purchase)

      Scenario 2 - John

    3. (Included in full purchase)

      Scenario 3 - David

  5. 5

    Conclusion

    1. (Included in full purchase)

      Thank You

    2. (Included in full purchase)

      You’ve Completed Foundations™: Understanding the Profession

Explore the profession with confidence.

Gain a clear picture of professional fiduciary work so you can move forward thoughtfully—whether that means continued learning or deeper exploration.

3 x $33.00

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