OCPF Application & Instructions

Application Form Instructions and Checklist

The following 3 Oregon Certified Professional Fiduciary forms are required for submission for OCPF Certification. Requested supporting documentation is also required.

Oregon Certified Professional Fiduciary Application
Oregon Certified Professional Fiduciary Professional Education/Training Credits Form
Conflict of Interest Disclosure Form
OCPF Advisor Information (if applicable – see Section 4, Option 3)

Oregon Certified Professional Fiduciary Application

The Oregon Certified Professional Fiduciary Application is made up for 5 sections. Each sections must be completed with the requested information attached as required.

Completing the OCPF Professional Education/Training Credits form is required.

OCPF Professional Education/Training Credits Form

All applicants shall have 32 hours of documented education/training, in the two years prior to the application date, including: (Documentation required - CEU certificates, signed by continuing education entity.)

· with at least 3 documented hours in each of the following areas of legal, ethics, health/medical, social and financial services.

· 6 hours minimum of guardianship/conservatorship training sponsored by the Guardian/Conservator Association of Oregon, the National Guardianship Association or the Oregon Law Institute.

All other credits need to be provided by an accredited educational institution or accredited professional organization/association, including but not limited to: The Guardian/Conservator Association of Oregon, The National Guardianship Association, The Oregon State Bar, The Oregon Law Institute, The National Association of Social Workers, The Oregon Gerontological Association, The Certified Financial Planner Board of Standards, The Oregon Board of Registered Nursing, The Oregon Board of Psychology, The Oregon Department of Health and Human Services, The American Society of Aging, The National College of Probate Judges, The National Academy of Elder Law Attorneys, National Board of Certified Counselors.

Oregon Certified Professional Fiduciary application is due 30 days prior to the exam date. Only completed applications will be accepted.

Section 1 – Personal Information

This section requires your personal information including your name and contact information.*:

Section 2 – Business Information

This section requires your business information including your business name and contact information.*:

Section 3 – Other Licenses and Certificates

This section requires disclosure of any licenses or certificates that you might hold other than your certificate as a National Certified Guardian.*:

Section 4 – College Degree and Experience Qualifications

This section requires you to select one of three options for meeting the OCPF criteria. College degree and experience qualification options to select from include:*:

have a BA/BS degree from an accredited educational institution with a minimum of 1 year experience practicing as a fiduciary* or court-appointed named trustee with 2 or more unrelated clients. (Documentation required – proof of college degree and copies of court appointments.)

OR

have an AA degree from an accredited educational institution with 3 years of relevant experience in the field of legal, health, social, or financial services including a minimum of 1 year experience practicing as a fiduciary* or court-appointed named trustee with 2 or more clients unrelated to you. (Documentation required – proof of a college degree, resume with employer/supervisor contact information covering 3 years of relevant experience and copies of court appointments.)

OR

have a minimum of an AA degree and have a minimum of 1 year experience as the person primarily responsible for fiduciary duties under the direction of an Oregon Certified Professional Fiduciary advisor. Advisor selection needs pre-approval from the GCA Board and Certification Committee before advising begins. (Documentation required – letter stating successful completion of one year of professional experience from an OCPF documenting your fiduciary duties including dates of supervision.)

Section 5 – Professional Education/Training Hours

This section requires that all applicants have 32 hours of documented education/training, in the two years prior to the application date including:

-with at least 3 documented hours in each of the following areas of legal, ethics, health/medical, social and financial services.

-6 hours minimum of guardianship/conservatorship training sponsored by the Guardian/Conservator Association of Oregon, the National Guardianship Association or the Oregon Law Institute.

-All other credits need to be provided by an accredited educational institution or accredited professional organization/association. (Documentation required - CEU certificates, signed by continuing education entity.)

Verification code (SPAM protection)*:

15 subtract 2

Fill in the result

Completing the OCPF Professional Education/Training Credits form is required.

OCPF Professional Education/Training Credits Form

· with at least 3 documented hours in each of the following areas of legal, ethics, health/medical, social and financial services.

· 6 hours minimum of guardianship/conservatorship training sponsored by the Guardian/Conservator Association of Oregon, the National Guardianship Association or the Oregon Law Institute.

Oregon Certified Professional Fiduciary application is due 30 days prior to the exam date. Only completed applications will be accepted.

This page was last modified on 04/25/2012