DAFM-F 104: Financial Accounting Management

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 1: Start Here- Contact Us
Lesson 2: Welcome
Lesson 3: CHFS Authority to Manage Assets and Liabilities
1 Topic
Topic 1: Assets and Liabilities Defined
Lesson 4: The Role of the Property & Asset Management Specialist (PAMS)
2 Topics
Topic 1: Fiduciary Branch Process for Assets Management
Topic 2: Fiduciary & Benefits Branches Process for Liability Management
Lesson 5: Fiduciary Branch Qualifying Income Trusts
5 Topics
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 6: Brain Break
Lesson 7: Special Needs Pooled Trusts
6 Topics
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 8: Biennial Financial Reporting to the Courts
1 Topic
Topic 1: Biennial Financial Reporting to the Courts Process
Lesson 9: Personal Income Tax Preparation
Final Quiz
1 Quiz
Final Quiz
Course Evaluation
Course Wrap-Up