About the Course

Gain a professional foundation in fiduciary practice with Introduction to The Fiduciary Method™. This module equips fiduciaries with a structured framework for decision-making, operational excellence, and ethical, client-centered practice.  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 - Tools and templates from the Fiduciary Toolkit™ for immediate implementation Join the Fiduciary Community™ Forum with your course enrollment. Discuss real-world scenarios, share insights, and learn alongside other professionals. Start engaging today and see how structured practice thrives when knowledge is shared. Whether preparing to manage client assets, healthcare decisions, or complex family situations, this course provides the orientation and operational mindset every fiduciary needs for consistent, defensible, and sustainable practice.

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

6 Chapters · 27 Lessons

  1. 1

    Chapter 1: Welcome & Foundational Context

    1. (Included in full purchase)

      Letter to the Learner

    2. (Included in full purchase)

      Welcome & Overview

    3. (Included in full purchase)

      Curriculum Context

    4. (Included in full purchase)

      Course Objectives & Outcomes

  2. 2

    Chapter 2: Understanding the Fiduciary Method™

    1. (Included in full purchase)

      What is the Fiduciary Method™?

    2. (Included in full purchase)

      Pillar 1: Authority & Scope

    3. (Included in full purchase)

      Pillar 2: Client & Asset Stewardship

    4. (Included in full purchase)

      Pillar 3: Practice Operations & Case Management

    5. (Included in full purchase)

      Pillar 4: Compliance & Risk

    6. (Included in full purchase)

      Pillar 5: Growth & Professional Identity

    7. (Included in full purchase)

      Integrated Practice Cycle Application

  3. 3

    Chapter 3: Knowledge Reinforcement

    1. (Included in full purchase)

      Pillar Focus: Long-Term Professional Growth

    2. (Included in full purchase)

      Practice Cycle Step: Capturing Lessons Learned

    3. (Included in full purchase)

      Pillar Focus: Verifying Legal Authority

    4. (Included in full purchase)

      Pillars and Practice Cycle: Understanding Relationships

  4. 4

    Chapter 4: Applied Scenarios – Healthcare Decisions

    1. (Included in full purchase)

      Scenario: Urgent Surgery – Authority & Scope

    2. (Included in full purchase)

      Scenario: Urgent Surgery – Client & Asset Stewardship

    3. (Included in full purchase)

      Scenario: Urgent Surgery – Operations & Case Management

    4. (Included in full purchase)

      Scenario: Urgent Surgery – Compliance & Risk

    5. (Included in full purchase)

      Scenario: Urgent Surgery – Growth & Professional Identity

  5. 5

    Chapter 5: Applied Scenarios – Trustee Decisions

    1. (Included in full purchase)

      Scenario: Discretionary Trust Distribution – Authority & Scope

    2. (Included in full purchase)

      Scenario: Discretionary Trust Distribution – Client & Asset Stewardship

    3. (Included in full purchase)

      Scenario: Discretionary Trust Distribution – Operations & Case Management

    4. (Included in full purchase)

      Scenario: Discretionary Trust Distribution – Compliance & Risk

    5. (Included in full purchase)

      Scenario: Discretionary Trust Distribution – Growth & Professional Identity

  6. 6

    Chapter 6: Applying the Fiduciary Method™ in Practice

    1. (Included in full purchase)

      Professional Practice Implications

    2. (Included in full purchase)

      Conclusion & Forward Integration

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