About the Course

Ever wondered what fiduciaries actually do? This free mini-course gives you a practical, no-fluff introduction to the fiduciary profession — including the most common roles, what the work really involves, and how to know if this path is right for you. You’ll learn: - The core principle behind fiduciary duty — acting in someone else’s best interest - The five primary fiduciary roles (guardian, conservator, trustee, personal representative, and agent under power of attorney) - Common myths that confuse new entrants — and the truths behind them - How to evaluate your readiness for fiduciary work At the end, you’ll complete a short reflection worksheet to identify your strengths, challenges, and next steps. 🎓 Length: ~20 minutes 📄 Includes: Two video modules + downloadable worksheet 💡 Next Step: Continue with the Fiduciary Pathways Foundations Curriculum for the full learning experience.

Course Curriculum

5 Chapters · 5 Lessons

  1. 1

    Welcome to the Mini-Course

    1. (Included in full purchase)

      Introduction

  2. 2

    What A Professional Fiduciary Is

    1. (Included in full purchase)

      Understanding the Fiduciary Role

  3. 3

    What A Professional Fiduciary Isn't

    1. (Included in full purchase)

      Myths vs. Realities of Fiduciary Work

  4. 4

    Your Readiness Assessment

    1. (Included in full purchase)

      Fiduciary Readiness Self-Assessment

  5. 5

    Next Steps - Continue Your Journey

    1. (Included in full purchase)

      Next Step: Explore the Fiduciary Pathways Foundations Curriculum

Keep Your Momentum Going

You’ve completed What a Fiduciary Is (and Isn’t) —  now take the next step toward becoming a professional fiduciary. The Fiduciary Pathways Foundations Curriculum builds on what you just learned, guiding you through fiduciary standards, client management, and practical systems to launch your professional journey.

Explore the Full Curriculum