The live training will be held on October 22, 2025. Please allow 2 weeks for the recorded training and exam to be added to the course.

**Recorded live event. You must pass the quiz with a score of 80% to receive 2 Ethics CEU from the Center for Guardianship Certification. Please check with your state to determine if these CEU meets your needs.**

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

We recommend members download the “Financial Management Participant Guide” and have it available to reference during the training.