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Considering a Career as a Professional Fiduciary?
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Discover if your skills, interests, and values align with this rewarding profession — and get a personalized next step toward your fiduciary future.

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TO THE FIDUCIARY PROFESSION

Lead with Integrity.
Learn with Confidence.
Grow with Purpose.

The Fiduciary Institute is the premier destination for fiduciary education, professional development, and credentialing. We equip aspiring and practicing fiduciaries with the knowledge, tools, and support needed to navigate the complexities of trusts, estates, guardianships, and other client-centered decision-making roles.

REGISTER FOR THE FOUNDATIONS PILOT COURSE NOW!

Who We Serve

  • Aspiring Fiduciaries – exploring a career in the field.

  • Practicing Fiduciaries – seeking to expand skills and credentials.

  • Attorneys, Financial Advisors, Care Professionals and other allied professions – collaborating with fiduciaries or considering fiduciary roles.

Why The Fiduciary Institute

  • Credibility – Built on decades of financial, legal, and operational expertise.

  • Clarity – Complex duties simplified into step-by-step methods.

  • Certification – Industry-recognized credentials that set you apart.

  • Community – A growing network of fiduciary professionals and allied experts.

INSIGHTS

The Fiduciary Institute is committed to raising the standard of fiduciary practice through education, credentialing, and community. Our mission is to equip fiduciaries with the tools to lead with integrity in a complex world.

503-389-0510

10940 SW Barnes Rd. #139

Portland, Oregon 97225

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