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Financial Management Study Course Recording

Tracking # 20-1395995

$120.00

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CE Broker Reporting Reported automatically
Method Computer-Based Training

Course overview

An in-depth workshop on the NGA Standards involving managing money for clients. Guardians of the Person and Guardians of the Estate must meet very high standards for identifying assets, hiring the right people to protects assets, budgeting, and reporting. Reviewing the application of ethical principles, knowledge of government programs, awareness of investment options, maintenance of detailed records, and many more financial skills. This 3-hour training gives participants the chance to work through best practices as detailed in the NGA Standards of Practice.

Subject areas

This course counts toward the state boards and subject areas below.

Florida Office of Public and Professional Guardians

Professional Guardian

3h Professional Ethics

Disclosure statements

This training has been designed for educational purposes, no legal advice is included.