**Recorded live event. You must pass the quiz with a score of 80% to receive 2 General credits from Washington State. You may also receive 2 CEU credits from the Center for Guardianship Certification. Please check with your state to determine if these CEU credits meet your needs.**

Per Washington state policy, course credit can only be received once per course per biennial reporting period.

Professionals registered in Washington State must submit a completed Course Attestation Form to us via email or course upload in order to receive credit. The Center for Guardianship Excellence is required to report this form to the state within 30 days of the course. It is entirely your responsibility to complete and return the form before the 30-day deadline. The Center is not responsible if credit is not granted due to a missing or late form.

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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.