Qualifications for Oregon Certified Professional Fiduciary

Revised: September 9, 2013
 
Minimum Qualifications:

A. Must be a current National Certified Guardian or National Master Guardian;

B. Must attest that he/she has reviewed and understands the Oregon Revised Statutes (ORS 125) and the GCA of Oregon Standards of Practice;

C. Must have a minimum of 1 year experience practicing as a Professional Fiduciary* in the State of Oregon.

AND have 1 of the following:

    1. An undergraduate degree from an accredited educational institution;
    2. An associate degree from an accredited educational institution with an additional 2 years of experience practicing as a Professional Fiduciary* in the State of Oregon;
    3. An additional 5 years experience practicing as a Professional Fiduciary* in the State of Oregon.

[info_box]* Professional Fiduciary is defined by ORS 125.5(2): “a guardian or conservator appointed under the provisions of this Chapter or any other person appointed by a court to assume duties with respect to a protected person under the provision of this Chapter.”

And modified by HB 3129: “Prohibits person from being nominated as a fiduciary or serving as fiduciary for three or more protected persons who are not related to person unless person, or individual responsible for making decisions for clients or for managing client assets for person, is certified by the Center for Guardianship Certification or its successor organization.”[/info_box]

The Center for Guardianship Certification (CGC) will process the OCPF application and administer the test.