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Fiduciary Licensing Program

The Fiduciary Licensing Program (FID) is designed to help ensure Arizona's elderly and vulnerable citizens have licensed individuals or businesses managing their financial affairs, medical decisions and other vital matters.


Continuing Education

All applications submitted for the 2024-2026 renewal cycle period will undergo a random continuing education audit by Division staff. This audit will be conducted utilizing the older fiduciary continuing education polices that were in effect that compromised of twenty hours of continuing education being completed during the two-year renewal cycle period to include three stand alone hours in ethics. The fiduciary continuing education policies have also changed. These new changes will be in effect for the 2024-2026 renewal cycle. Please review the below listed Code provisions in detail to become familiarized with these changes.

ACJA 7-202(L)(2)(a):

All licensed fiduciaries must complete a minimum of 10 hours of approved continuing education during the 12-month period between each April 1 and March 31 of the following year for a total of no fewer than 20 hours of continuing education by no later than March 31 of every even-numbered year. The continuing education requirements do not apply to fiduciary entities. Of the 10 hours of continuing education each year, at least 1.5 hours each year must be devoted to ethics as provided in subsection (L)(4)(b)(11). Hours used to satisfy the ethics requirement may not also count against the remaining 7.5 hours of each year’s required continuing education hours. Excess continuing education hours completed in a year are not transferable to any year other than the one in which they were completed.


 

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If you have any questions, please feel free to contact the Fiduciary Program at:
 
Mail icon [email protected]
Phone icon (602) 452-3378
Caption icon TTY/TTD: (602) 452-3545
Pin icon Arizona Supreme Court
Administrative Office of the Courts
1501 W. Washington St. Suite 104
Phoenix, AZ 85007-3222