About the Course

Curious how professional fiduciaries consistently make ethical decisions for their clients? Gain an overview of what they consider and how they approach decision-making in Meet The Fiduciary Method™.  Participants will explore: - The five pillars of The Fiduciary Method™ - The Integrated Practice Cycle for structured decision-making - How operational structure reduces risk and enhances accountability - Application of fiduciary principles through real-world case scenarios Whether considering this as a profession for yourself, or you're just curious to learn more about a profession many aren't aware even exists, this course will help you gain insight into the inner workings of the profession.

About the Creator

Junel Unrein is a Certified National Guardian (NCG) and experienced fiduciary professional with over 20 years in organizational development, operations management, and fiduciary services. She is the founder of The Fiduciary Institute, where she develops professional frameworks, training, and tools for fiduciaries nationwide. Junel specializes in operationalizing ethical fiduciary practice through structured systems and decision-making frameworks.

Curriculum

4 Chapters · 13 Lessons

    1. (Included in full purchase)

      Start Here: A Quick Orientation

    2. (Included in full purchase)

      Welcome & Overview

    3. (Included in full purchase)

      What Fiduciary Decisions Ask of You

    1. (Included in full purchase)

      The Three Parts of The Fiduciary Method™?

    2. (Included in full purchase)

      The Five Domains of Fiduciary Responsibility

    3. (Included in full purchase)

      The Integrated Practice Cycle

    4. (Included in full purchase)

      The Fiduciary Decision Record

    1. (Included in full purchase)

      A Family Member Calls

    2. (Included in full purchase)

      Working the Request

    3. (Included in full purchase)

      What the Case Changes

    1. (Included in full purchase)

      Where This Leaves You

    2. (Included in full purchase)

      Course Feedback

    3. (Included in full purchase)

      Course Feedback Survey

Ready to learn how professional fiduciaries make decisions?

Enroll today to gain an overview of how professional fiduciaries approach decision making. 

Enroll Now