Home Table of Contents

§ 4444. Approved Education Courses.

16 CA ADC § 4444Barclays Official California Code of RegulationsEffective: January 1, 2023

Barclays California Code of Regulations
Title 16. Professional and Vocational Regulations
Division 41. Professional Fiduciaries Bureau
Article 3. Prelicensure and Continuing Education
Effective: January 1, 2023
16 CCR § 4444
§ 4444. Approved Education Courses.
(a) Eligible education courses, as defined in subdivision (b) or (c), offered or approved by an approved education provider listed in Section 4446, are approved education courses that meet the prelicensing and continuing education requirements of this Article.
(b) Programs, seminars, and courses of study that are relevant to fiduciary responsibilities of estate management or of fiduciary responsibilities of the person for at least one of the subject topics as specified in subdivision (e), that address the areas of proficiency, competency, and performance of a fiduciary, and impart knowledge and increase understanding of the fiduciary profession or of the California judiciary or the legal process as it relates to the administration of fiduciary responsibilities are eligible education courses.
(c) Beginning January 1, 2023, programs, seminars, and courses of study in cultural competency, as defined in Section 6538 of the Business and Professions Code, are eligible education courses.
(d) An approved education course may be offered in a real-time classroom setting, delivered by video presentation from a remote location or by other delivery means, including online.
(e) An approved education course may include independent study, subject to the limitations of paragraph (4) of subdivision (a) of Section 4442, if the education provider supplies evidence of completion. A course is not independent study if the education provider requires evidence of comprehension prior to issuing a certificate of completion, as required in subdivision (c) of Section 4448.
(f) Subject topics for eligible education courses, as defined in subdivision (b), include the following:
(1) Conservatorship;
(2) Guardianship;
(3) Trust administration;
(4) Durable Power of Attorney;
(5) The California court system including court jurisdiction and responsibilities; the state and federal constitution, California statutes, rules of court, case law, administrative law, and current issues in the California court system relevant to the fiduciary profession;
(6) Ethics for fiduciaries; and
(7) Cultural competency, as defined in Business and Professions Code section 6538.

Credits

Note: Authority cited: Section 6517, Business and Professions Code. Reference: Section 6538, Business and Professions Code.
History
1. New section filed 11-2-2007 as an emergency; operative 11-2-2007 (Register 2007, No. 44). A Certificate of Compliance must be transmitted to OAL by 4-30-2008 or emergency language will be repealed by operation of law on the following day.
2. Certificate of Compliance as to 11-26-2007 order, including amendment of subsections (b) and (e), transmitted to OAL 4-24-2008 and filed 5-19-2008 (Register 2008, No. 21).
3. Amendment of subsection (a), new subsection (c), subsection relettering, amendment of newly designated subsection (f)(6) and new subsection (f)(7) filed 12-28-2022; operative 1-1-2023 pursuant to Government Code section 11343.4(b)(3) (Register 2022, No. 52).
This database is current through 7/5/24 Register 2024, No. 27.
Cal. Admin. Code tit. 16, § 4444, 16 CA ADC § 4444
End of Document