Fiduciary Acounting

Fiduciary accounting has a lot of elements. It can be scrutinized by the IRS or the courts. So being precise, accurate, and having detailed and careful documentation is necessary. You should also have specific knowledge of any accounting procedures regarding what you are working on with your clients.

Enhance your skills instantly by taking this interactive course that walks through fiduciary principals, common mistakes, and rules of thumb.

We make it easy for you to succeed in your career with training from Ave Education. 

Included in this Course

  • CPE Credit (1 hour) in North Carolina

  • Custom checklist to use every time you're collecting a client's information for fiduciary accounting

  • How to avoid common Trust Account mistakes

Meet the Instructor

Certified Paralegal & Estate Planning Specialist

Amy Clore

Amy K. Clore is an N.C. Certified Paralegal with nearly two decades of legal experience. She has worked with well-respected law firms in several areas of general practice and specialized in areas of Wills, Trusts, and Estates, Personal Injury, and Domestic Law. She has the skills and knowledge of what it takes to be a great Paralegal and help the attorneys and firm be the best they can be. Amy is a graduate of Forsyth Technical Community College with an Associates Degree in Paralegal Technologies, as well as a graduate of Gardner-Webb University with a Bachelor's Degree in Accounting. She is also a wife and a mother of an 8-year-old son, whom she adores.

Course Agenda

What is Fiduciary Accounting? 

  • An explanation of what fiduciary accounting is, and the importance of preparing it properly.

Fiduciary Accounting Principals 

  • A walk-through of all of Fiduciary Accounting Principals, such as value of assets, gains and losses, and proper documentation.

Trust Account Mistakes

  • Reviewing the common mistakes made with trust accounts, and how to prevent them in fiduciary accounting.

Rules of Thumb for Fiduciary Accounts

  • A walk-through of how to refer to Trust Documents to verify information, and identifying taxable income.
  • Downloadable Attachments

    Enhance your learning experience with downloadable official documents and exclusive worksheets.

  • Reliable Support

    Have a question during your course? Reach out to our all-star support team and instructors.

  • Flexible Learning

    You have a busy schedule - that's why we've designed our courses to be convenient to start and pause.


Check out what others are saying...

"Valuable course"

Oscar S.

"I was happy to finally find a course on fiduciary accounting. I have learned valuable information that will serve me both at the firm I work at, and in my career."