About the course

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Curriculum

6 Chapters · 38 Lessons

    1. (Included in full purchase)

      Start Here: A Quick Orientation

    2. (Included in full purchase)

      Welcome to Module 5: Ethics & Decision-Making in Practice

    3. (Included in full purchase)

      Important Information About This Course

    4. (Included in full purchase)

      Optional Notes Companion (Download to Type or Print)

    5. (Included in full purchase)

      Learning Outcomes

    6. (Included in full purchase)

      Why Ethics in Practice Matters

    1. (Included in full purchase)

      Ethical Principles in Fiduciary Practice Part One

    2. (Included in full purchase)

      Ethical Principles in Fiduciary Practice Part Two

    3. (Included in full purchase)

      Conflict of Interest: Scenarios, Assessment, and Mitigation

    4. (Included in full purchase)

      Professional Boundaries in Fiduciary Practice

    5. (Included in full purchase)

      Duty to Report: Mandatory Reporting Obligations for Fiduciaries

    6. (Included in full purchase)

      Professional Accountability: When Things Go Wrong

    1. (Included in full purchase)

      The Ethical Decision-Making Framework: The Integrated Practice Cycle Applied

    2. (Included in full purchase)

      Applied Ethical Scenario: The Conservatorship Trip Request

    3. (Included in full purchase)

      Walking Through the Framework: Assess, Verify, Plan

    4. (Included in full purchase)

      Walking Through the Framework: Act, Document, Review, Advance

    5. (Included in full purchase)

      Completed Ethical Decision Log Entry

    6. (Included in full purchase)

      Toolkit Lab: Document an Ethical Decision

    1. (Included in full purchase)

      Reflection: Ethics in Your Practice Context

    2. (Included in full purchase)

      Compliance & Risk Considerations

    3. (Included in full purchase)

      Key Takeaways

    1. (Included in full purchase)

      Knowledge Review Introduction

    2. (Included in full purchase)

      Question 1: Gift Prohibition

    3. (Included in full purchase)

      Question 1 Walkthrough

    4. (Included in full purchase)

      Question 2: IPC Ethical Framework, Unauthorized Transfer

    5. (Included in full purchase)

      Question 2 Walkthrough

    6. (Included in full purchase)

      Question 3: Co-Fiduciary Accountability

    7. (Included in full purchase)

      Question 3 Walkthrough

    8. (Included in full purchase)

      Question 4: Mandatory Reporting

    9. (Included in full purchase)

      Question 4 Walkthrough

    10. (Included in full purchase)

      Question 5: Ethical Decision Log Completeness

    11. (Included in full purchase)

      Question 5 Walkthrough

    1. (Included in full purchase)

      Professional Standards Reinforcement

    2. (Included in full purchase)

      Community Engagement: Share Your Perspective

    3. (Included in full purchase)

      Fiduciary Toolkit Resources Referenced in This Module

    4. (Included in full purchase)

      Module 5 Feedback

    5. (Included in full purchase)

      Module 5 Feedback Survey

    6. (Included in full purchase)

      Bridge to Module 6: Technology, Tools & Systems for Practice

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Learn how professional fiduciaries make ethical decisions and set clear boundaries to ensure positive professional and client outcomes.

$179.00

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