California Professional Fiduciary Exam - Client Relations - Standards 3, 4, 9 and 10 Exam wit accurate detailed answers

California Professional Fiduciary Exam - Client || || || || || ||




Relations - Standards 3, 4, 9 and 10 Exam wit accurate || || || || || || || || || || ||




detailed answers ||




Qualifications to be a fiduciary in California || || || || || ||




21, no acts for denial of license, fingerprints, required education
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Required education ||




BA, AA with 3 years experience as a conservator, etc. or working for a professional fiduciary, or 5
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years serving as a conservator, etc. or professional fiduciary, adhere to PBF code of ethics, credit
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check and application for license and fee
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Bureau shall maintain for each fiduciary || || || || ||




Names of conservatee's, etc., aggregrate dollar amount value of all assets under supervision,
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licensee's current address and number, whether the licensee has ever been removed for cause,
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circumstances causing removal, etc. make available to public and publish this information on || || || || || || || || || || || || ||




internet
Prelicense requirement ||




30 hours of prelicense education
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Post license ||




CLE 15 hours per year with at 2 hours of ethics or cultural competency - maintain records of CLE
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for 3 years || ||




Decision making Standard 7 || || ||




Identify and advocate for the person's goals, needs and preferences (gnp) - ask what the person
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wants, if difficulty expressing then do everything reasonable to help the person express their gnp,
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if can't express gnp at all then seek input from others familiar with the person, last when can't be
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ascertained make a decision in the best interest || || || || || || ||




Substituted Judgment (7) || ||




1. Substituted judgment is the principle of decision making that substitutes decision the person
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would have make when the person had capacity 2. Promotes the underlying values of self-
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determination and well-being of the person 3. SJ not used when the person's wishes would cause || || || || || || || || || || || || || || || ||




substantial harm to the person or when guardian can't establish the person's gnp even with support || || || || || || || || || || || || || || ||

, Best Interest (7) || ||




BI is the principle of decision making that should be used only when the person has never had
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capacity, when gnp's can't be ascertained even with support, or when it would cause substantial
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harm to use || ||




Best Interest principle requires (7)
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guardian to consider the least intrusive, most normalizing, and least restrictive course of action
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possible to provide for the person's needs. || || || || || ||




Best interest considerations for guardian (7)
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Information received from professionals and persons who demonstrate sufficient interest in the || || || || || || || || || || || ||




welfare of adult, Other information the guardian believes the adult would have considered if able
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to act, other factors a reasonable person in circumstances of the adult would consider, including
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consequences for others || ||




Supported Decision Making (7) || || ||




SDM means a series of relationships, practices, arrangements, and agreements, of more or less
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formality and intensity, designed to assist an individual with a disability to make and
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communicate decisions about the individual's life. || || || || ||




Guardian's Relationship with Other Professionals and Providers of Service to the Person
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(Standard 5V) ||




A guardian who is not related to the person or in a pre-existing domestic relationship may not
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directly provide housing, medical, legal, or other direct services to the person for remuneration
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(payment) without court order. || || ||




The guardian shall treat the person with ...
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Dignity
The shall avoid personal relationships with ... (standard 3)
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person, person's family, or person's friends unless family member or preexisting relationship
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The guardian may not engage in ...
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sexual relations with the person unless spouse or preexisting relationship
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The shall seek ongoing education concerning ....
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Person-centered planning ||




Surrogate decision making || ||




Supported decision making || ||




Responsibilities and duties of guardian || || || ||