Join us on Wednesday, October 22, 2025 from 11 AM - 1 PM Eastern Time. How well do you understand the court’s expectations for managing a client’s assets? In this 2-hour training, you will review best practices for creating ethical and professional financial managing. This includes the estate plan, receiving and managing public benefits, medicare and insurance documentation and overall safekeeping of a client’s money.

This information is likely to make up as much as 11% of your certification exam. Exam-style questions presented in this course can help you prepare for guardianship certification.

Learning Objectives - You will learn definitions, expectations and applications for:
6.1 Inventory/Marshal Resources/Estate Plan
6.2 Personal & Real Property Management
6.4 Public Benefits (SSI, SSDI, VA)
6.5 Asset Safekeeping & Protections
6.9 Medicare
6.10 Financial Planning

This live, virtual training is highly interactive and requires participants to engage in typed chat discussion. Participants are encouraged to speak during activities using computer microphones.

We request that participants download the “Financial Management Participant Guide” in advance and have it available to reference during the training.

The course is offered free of charge. Registration is required. 2 Ethics CEU from Center for Guardianship Certification will be awarded. Please check with your state to determine if this CEU meets your needs.