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(1.0 CPE Hours - General Credit)


Course Features
 Course Agenda
 Testimonials Pricing
 Meet Your Instructor

Fiduciary Acounting

Fiduciary accounting has a lot of elements. It can be scrutinized by the IRS or the courts. So being precise, accurate, and having detailed and careful documentation is necessary. You should also have specific knowledge of any accounting procedures regarding what you are working on with your clients.

Enhance your skills instantly by taking this interactive course that walks through fiduciary principals, common mistakes, and rules of thumb.

We make it easy for you to succeed in your career with training from Ave Education. 

Included in this Course

  • CPE Credit (1 hour) in North Carolina

  • Custom checklist to use every time you're collecting a client's information for fiduciary accounting

  • How to avoid common Trust Account mistakes

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Downloadable Documents Included

This course includes downloadable documents so you can follow along with your instructor throughout this course.
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Course Agenda

What is Fiduciary Accounting? 

  • An explanation of what fiduciary accounting is, and the importance of preparing it properly.

Fiduciary Accounting Principals

  • A walk-through of all of Fiduciary Accounting Principals, such as value of assets, gains and losses, and proper documentation.

Trust Account Mistakes

  • Reviewing the common mistakes made with trust accounts, and how to prevent them in fiduciary accounting.

Rules of Thumb for Fiduciary Accounts

  • A walk-through of how to refer to Trust Documents to verify information, and identifying taxable income.

Testimonials

Check out what others are saying...

"Valuable course"

Oscar S.

"I was happy to finally find a course on fiduciary accounting. I have learned valuable information that will serve me both at the firm I work at, and in my career."


Pricing


Meet Your Instructor

Certified Paralegal & Estate Planning Specialist Amy Clore

Amy K. Clore is an N.C. Certified Paralegal with nearly two decades of legal experience. She has worked with well-respected law firms in several areas of general practice and specialized in areas of Wills, Trusts, and Estates, Personal Injury, and Domestic Law. She has the skills and knowledge of what it takes to be a great Paralegal and help the attorneys and firm be the best they can be. Amy is a graduate of Forsyth Technical Community College with an Associates Degree in Paralegal Technologies, as well as a graduate of Gardner-Webb University with a Bachelor's Degree in Accounting. She is also a wife and a mother of an 8-year-old son, whom she adores.


FAQ

  • How can I get support?

    We are here to support you along the way with any questions you may have about accessing the course. For support please email us at [email protected]

  • How long will I have access to this course?

    Once the course is purchased, you will have access to it for 30 days.

  • Is this course accredited in other states too or just North Carolina?

    At the moment, most of our courses are CLE/CPE accredited in NC only. However, our goal is to offer accredited courses in all 50 states and have already begun the process of expanding our programs into other states. Each course will have the details of its accreditation on its respective webpage.

  • How do I report my CPE credits?

    After you complete one of our CPE accredited courses, you will receive a certificate with the pertinent course information you will need to submit for your paralegal certificate renewal. If you included your state ID# in your profile, this will be printed on your certificate. If not, you will need to manually write this in prior to submitting it for renewal.