Licensing

Cal. BPC § 6533

California Statutes

In order to meet the qualifications for licensure as a professional fiduciary a person shall meet all of the following requirements: (

a) Be at least years of age. (

b) Have not committed any acts that are grounds for denial of a license under

Section or 6536. (

c) Submit fingerprint images as specified in

Section 6533.5 in order to obtain criminal offender record information. (

d) Have completed the required prelicensing education described in

Section 6538. (

e) Have passed the licensing examination administered by the bureau pursuant to

Section 6539. (

f) Have at least one of the following:

(1) A baccalaureate degree of arts or sciences from a college or university accredited by a nationally recognized accrediting body of colleges and universities or a higher level of education.

(2) An associate of arts or sciences degree from a college or university accredited by a nationally recognized accrediting body of colleges and universities, and at least three years of experience with either of the following substantive fiduciary responsibilities: (

A) Serving as a conservator of a person, estate, or person and estate, a guardian of a person, estate, or person and estate, a trustee, an agent under a durable power of attorney for health care, an agent under a durable power of attorney for finances, or a personal representative of a decedent’s estate, as specified in

Section 6501. (

B) Working for a professional fiduciary, a public agency, or a financial institution acting as a conservator of a person, estate, or person and estate, a guardian of a person, estate, or person and estate, a trustee, an agent under a durable power of attorney for health care, an agent under a durable power of attorney for finances, or a personal representative of a decedent’s estate, as specified in

Section 6501.

(3) At least five years of experience with either of the following substantive fiduciary responsibilities: (

A) Serving as a conservator of a person, estate, or person and estate, a guardian of a person, estate, or person and estate, a trustee, an agent under a durable power of attorney for health care, an agent under a durable power of attorney for finances, or a personal representative of a decedent’s estate, as specified in

Section 6501. (

B) Working for a professional fiduciary, a public agency, or a financial institution acting as a conservator of a person, estate, or person and estate, a guardian of a person, estate, or person and estate, a trustee, an agent under a durable power of attorney for health care, an agent under a durable power of attorney for finances, or a personal representative of a decedent’s estate, as specified in

Section 6501. (

g) Agree to adhere to the Professional Fiduciaries Code of Ethics and to all statutes and regulations. (

h) Consent to the bureau conducting a credit check on the applicant. (

i) File a completed application for licensure with the bureau on a form provided by the bureau and signed by the applicant under penalty of perjury. (

j) Submit with the license application a nonrefundable application fee, as specified in this chapter.

Document details

CollectionCalifornia Statutes
CitationCal. BPC § 6533
Date2022-01-01
Typestatute
Languageen
SourceCA_STAT
IdentifierBPC6533.20211884

Licensing

Cal. BPC § 6533

California Statutes

Licensing

Cal. BPC § 6533

California Statutes

In order to meet the qualifications for licensure as a professional fiduciary a person shall meet all of the following requirements: (

a) Be at least years of age. (

b) Have not committed any acts that are grounds for denial of a license under

Section or 6536. (

c) Submit fingerprint images as specified in

Section 6533.5 in order to obtain criminal offender record information. (

d) Have completed the required prelicensing education described in

Section 6538. (

e) Have passed the licensing examination administered by the bureau pursuant to

Section 6539. (

f) Have at least one of the following:

(1) A baccalaureate degree of arts or sciences from a college or university accredited by a nationally recognized accrediting body of colleges and universities or a higher level of education.

(2) An associate of arts or sciences degree from a college or university accredited by a nationally recognized accrediting body of colleges and universities, and at least three years of experience with either of the following substantive fiduciary responsibilities: (

A) Serving as a conservator of a person, estate, or person and estate, a guardian of a person, estate, or person and estate, a trustee, an agent under a durable power of attorney for health care, an agent under a durable power of attorney for finances, or a personal representative of a decedent’s estate, as specified in

Section 6501. (

B) Working for a professional fiduciary, a public agency, or a financial institution acting as a conservator of a person, estate, or person and estate, a guardian of a person, estate, or person and estate, a trustee, an agent under a durable power of attorney for health care, an agent under a durable power of attorney for finances, or a personal representative of a decedent’s estate, as specified in

Section 6501.

(3) At least five years of experience with either of the following substantive fiduciary responsibilities: (

A) Serving as a conservator of a person, estate, or person and estate, a guardian of a person, estate, or person and estate, a trustee, an agent under a durable power of attorney for health care, an agent under a durable power of attorney for finances, or a personal representative of a decedent’s estate, as specified in

Section 6501. (

B) Working for a professional fiduciary, a public agency, or a financial institution acting as a conservator of a person, estate, or person and estate, a guardian of a person, estate, or person and estate, a trustee, an agent under a durable power of attorney for health care, an agent under a durable power of attorney for finances, or a personal representative of a decedent’s estate, as specified in

Section 6501. (

g) Agree to adhere to the Professional Fiduciaries Code of Ethics and to all statutes and regulations. (

h) Consent to the bureau conducting a credit check on the applicant. (

i) File a completed application for licensure with the bureau on a form provided by the bureau and signed by the applicant under penalty of perjury. (

j) Submit with the license application a nonrefundable application fee, as specified in this chapter.

Document details

CollectionCalifornia Statutes
CitationCal. BPC § 6533
Date2022-01-01
Typestatute
Languageen
SourceCA_STAT
IdentifierBPC6533.20211884