Preparation for OCPF testing

  • You must be a National Certified Guardian (NCG) to become a Oregon Certified Professional Fiduciary (OCPF).
  • Oregon Certified Professional Fiduciary Certification is not required under Oregon law in order to be appointed as a guardian or conservator.  
  • The Oregon Certified Professional Fiduciary test is administered through the Center for Guardianship Certification.

The following guidelines and links are suggested by the GCA Oregon Board of Directors and its Certification Committee to help navigate the process of becoming an Oregon Certified Professional Fiduciary.

  1. Review the Center for Guardianship Certification and this GCA Oregon websites.
  2. (Optional) Complete the 6 hour guardianship/conservatorship training sponsored by GCA Oregon. 
  3. Review and understand the Oregon Revised Statutes (ORS 125) and Oregon UTCR, the GCA of Oregon Standards of Practice and Professionalism.
  4. Complete and submit application for OCPF certification to the Center for Guardianship Certification (CGC) at least 30 days prior to scheduled test date.

OCPF applications will be reviewed and approved by the Center for Guardianship Certification.   The CGC will notify the applicants directly as to the status of their application.