| 1.
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Explain and illustrate terminology and basic principles associated
with fiduciary requirements and practice in Arizona. (I)
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| 2.
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Identify and explain the importance of available resources and sources
of information in a variety of fiduciary practice settings. (I)
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| 3.
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Identify, describe, and explain basic principles associated with and
mechanisms for property control. (I-IV, VI, VII)
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| 4.
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Identify, locate, and describe legal requirements as they pertain to
fiduciary practice in Arizona. (I–VII)
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| 5.
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Identify, describe, and illustrate professional behavior with respect
to fiduciary practice including recognition of personal limitations
and interaction with stakeholders. (I–VII)
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| 6.
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Examine and critique sample policies, procedures, instruments, and
documents associated with effective fiduciary practice. (I–VII)
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| 7.
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Identify and explain likely consequences of acts of omission and
commission associated with fiduciary practice and recommend
alternative and/or subsequent action. (I–VII)
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| 8.
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Prioritize steps in caring for and protecting clients and their assets
and explain likely effects. (I-VII)
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| 9.
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Examine and critique plans for the care and protection of clients and
their assets. (I-VII)
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| 10.
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Examine information and documents to construct client histories and to
manage an estate. (III, V, VI, VII)
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