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Financial Accounting Management

This course is part of a required training for Fiduciary staff and is designed to provide an overview of Financial Accounting Management for individuals under guardianship.

Course Length: 1.5 hours

Course Content

Lesson Content

0% Complete 0/1 Steps

Topic 1: Assets and Liabilities Defined

Lesson Content

0% Complete 0/2 Steps

Topic 1: Fiduciary Branch Process for Assets Management

Topic 2: Fiduciary & Benefits Branches Process for Liability Management

Lesson Content

0% Complete 0/5 Steps

Topic 1: How to Check QIT Status

Topic 2: Fiduciary Branch Qualifying Income Trusts (QIT)

Topic 3: Fiduciary Branch QIT Process

Topic 4: Establishing a Qualifying Income Trust

Topic 5: QIT Summary

Lesson Content

0% Complete 0/6 Steps

Topic 1: How Special Needs Pooled Trusts Work

Topic 2: Fiduciary Branch Special Needs Pooled Trusts Criteria

Topic 3: “Over the Resource” Spreadsheet

Topic 4: New Special Needs Pooled Trusts

Topic 5: Special Needs Pooled Trusts Process

Topic 6: Pre-Existing Special Needs Pooled Trusts

Lesson Content

0% Complete 0/1 Steps

Topic 1: Biennial Financial Reporting to the Courts Process

Lesson Content