Education and Resources
 
Education
Webinars
Publications and Study Materials
Self-Study Courses
Webinars

NGA’s webinars are available in recorded formats and successful webinars are also offered in live formats throughout the year. Details about each webinar are provided below; for complete information, including information about continuing education credits, click on the course name. For continuing education purposes, NGA measures one hour of education as sixty minutes.

How Do Recorded Webinars Work?

1.  Complete a printable or online order form for the webinar of your choice.

2.  Via email, you will receive a link that will be live for one month with purchase of the series, or one week with purchase of a single module.  Click the link and take the course.  Please allow 7 business days for processing of orders with study materials and 2 business days for orders with recording only.

3. Follow the instructions in your email to verify your participation and receive a certificate of attendance.

Please order a recorded webinar only when you have time to view it.  Once the link is sent to you, you have only one month (series) or one week (single module) to view it before the link is closed.  We cannot accommodate extensions for recorded webinars.

Note: Registration is for one entrant. Any other individuals who would like to join this session are required to complete their own registration forms. (The registration fee is set per person, not per connection.) This also applies to CEU credits. Only registered individuals will receive the CEU credit available with this webinar.

 

Certification Review Course

The Certification Review Course helps you prepare for the examination to become a National Certified Guardian. The webinar, offered in a series of four one-hour modules, offers guardians, conservators and fiduciaries the opportunity to participate in a study program for the national certification exam. Click here to access complete details about the course, including fees, descriptions of each module and information about continuing education credits for the live and recorded versions of the webinar.

Live Webinar: September 6, 13, 20, and 27 at 1:00 pm Eastern
Recorded Webinar: Order now – printable form | online form

Fundamentals of Guardianship Course

This Fundamentals of Guardianship is geared toward people who are new to the field of guardianship. The webinar, offered in a series of four one-hour modules, offers a basic course for people who want to learn the fundamentals of good guardianship. Click here to access complete details about the course, including fees, descriptions of each module and information about continuing education credits for the live and recorded versions of the webinar.

Live Webinar: October 25, November 1, 8, and 15 at 1:00 pm Eastern 
Recorded Webinar: Order now – printable form | online form

Professional Development Webinars

Public Benefits Course

NGA’s Public Benefits Course focuses on the benefits received by many people under guardianship. This webinar outlines the guardian’s responsibilities regarding benefits, explains the differences between Medicare and Medicaid , differentiates between categories of Social Security benefits and more. Click here to access complete details about the course, including fees and information about continuing education credits.

Recorded Webinar: Order now – printable form | online form

An Introduction to VA Benefits Course

The presentation provides an overview of the federal VA benefits. Learn how the VA supports veterans and their families through the cash programs and the VA medical system. Click here to access complete details about the course, including information about fees and continuing education credits.

Recorded Webinar: Order now – printable form | online form

Changes to the Standards of Practice Course: Part 1 – Guardian of the Estate

This webinar provides participants with a better understanding of the Standards of Practice for guardians of the estate, including the expectations of performance, identifying conflicts of interest, applying guardianship fee factors and more. This is part one of a two-part series on the changes to the Standards. Click here to access complete details about the course, including information about fees and continuing education credits.

Recorded Webinar: Order now – printable form | online form

Changes to the Standards of Practice Course: Part 2 – Guardian of the Person

This webinar provides participants with a better understanding of the Standards of Practice for guardians of the person, including appropriate housing, level of care, ethical and cultural considerations, community resources and more. Click here to access complete details about the course, including information about fees and continuing education credits.

Recorded Webinar: Order now – printable form | online form

Guardian and Conservatorship Investing: When to Invest and How to Evaluate Advisors and Investments: Part 1

This presentation teaches participants how to: review a new case’s investments by analyzing relevant information, determine how long assets will last if expenses exceed income, and how to review existing relationships. The presenters discuss how to use Broker Check at FINRA.org to review an existing advisor and his/her firm for compliance, regulatory, or arbitration issues. Morningstar.com is also reviewed to show how to get a quick assessment of performance, risk, expenses, manager tenure, and liquidity of existing investments.

Recorded Webinar: Order now – printable form | online form

Guardian and Conservatorship Investing: When to Invest and How to Evaluate Advisors and Investments: Part 2

This presentation discusses the process for creation of an investment plan for submission to the court, including creation of investment policies and setting goals. The basics of the Uniform Prudent Investor Act (UPIA) are reviewed with a focus on how to monitor risk, returns, and diversification as mandated by UPIA.

Recorded Webinar: Order now – printable form | online form

Best Practices for Mitigating Risk: A Case Study Approach

NGA’s newest webinar employs a case study approach to explore the implications and nuances of what claims counsel from Lloyd’s of London has identified as the top ten best practices for mitigating risk in a professional fiduciary’s practice. Click here to access complete details about the course, including fees, descriptions of each module and information about continuing education credits for the live and recorded versions of the webinar.

Live Webinar: No live webinars are currently scheduled.
Recorded Webinar: Order now – printable form | online form

What Guardians Need to Know About Financial Services

Attendees will acquire tools for evaluating the ethical standards of a financial advisor. They will understand the potential conflict of interest between the “suitability standard” that applies to the brokerage industry versus the much higher fiduciary standard that applies to fiduciaries and registered investment advisors. They will learn how to interview financial advisors and identify those with the knowledge and competence to manage fiduciary portfolios in compliance with the laws regulating fiduciary investing. They will understand the difference between the advisor they work with, his or her broker/dealer, and the “custodial firm” that may hold the person’s assets. Click here to access complete details about the course, including fees, descriptions of each module and information about continuing education credits for the live and recorded versions of the webinar.

Live Webinar: No live webinars are currently scheduled.
Recorded Webinar: Order now – printable form | online form

Dirty Little Secrets About the Financial Industry and Fees

The financial industry does a great job of confusing people by overcomplicating the simplest of things. The goal of this webinar is to help expose some of those dirty little secrets, specifically related to the different products and fees charged by the industry. It goes into great detail of the true "all-in" costs of specific products with real life case examples, and provides "red flag" information on many issues that signal that it's time to make a change. Click here to access complete details about the course, including fees, descriptions of each module and information about continuing education credits for the live and recorded versions of the webinar.

Live Webinar: No live webinars are currently scheduled.
Recorded Webinar: Order now – printable form | online form

The Next Frontier of Guardianship: Locating, Collecting, and Safeguarding Digital Assets

Nearly two-thirds of Americans age 65 and older use the internet or email, and more than a quarter own a smart phone. Seniors are the fastest-growing population on the internet. In the near future, we will have people under our guardianship with substantial digital assets. Although a guardian should be able to step into the shoes of the person under guardianship to access all types of digital assets, the law is in its nascent state. This webinar discusses types of digital assets and how to locate them. It also discusses the emerging law, including the Revised Uniform Fiduciary Access to Digital Assets Act, which was approved in 2015. Click here to access complete details about the course, including fees, descriptions of each module and information about continuing education credits for the live and recorded versions of the webinar.

Live Webinar: No live webinars are currently scheduled.
Recorded Webinar: Order now – printable form | online form

Caring for Someone with Alzheimer's and Dementia

This webinar offers real-world practical tips on how to care for someone with Alzheimer's and dementia. It includes: understanding the skills required to respond to certain behaviors, role-playing of specific behavior scenarios, understanding triggers, and learning strategies for success. It also teaches redirecting tools when dealing with communication, wandering, rummaging, hiding things, aggressive behavior, bathing, and more. Click here to access complete details about the course, including fees, descriptions of each module and information about continuing education credits for the live and recorded versions of the webinar.

Live Webinar: No live webinars are currently scheduled.
Recorded Webinar: Order now – printable form | online form

Publications and Study Materials

NGA offers publications for sale or free download. These publications are designed to complement NGA’s training and assist guardians. Publications may be ordered by using a fill-in PDF form that is faxed, emailed or mailed. Download the Publications Order Form or Order Online. NOTE: Items must be returned within 30 days to receive a refund. There will be a $25 per item restocking fee for all orders returned. Please allow 2-3 weeks for delivery of all items.

Study Materials for Certification Exam

If you want to prepare for the exam without taking a Review Course or if you plan to register for a Course at a later time, use the Study Materials Order Form or Order Online to make your purchase of a study guide without registering for the course. State specific study guides are also available for California. NGA does not offer a state-specific study guide for any other state.

Fundamentals of Guardianship: What Every Guardian Needs To Know

This book is no longer available directly through NGA. An online ordering link will be available in the fall of 2016.

Ethical Principles

Reviews ethical principles of guardianship, as related to NGA’s Standards of Practice.
Download this publication for free from the NGA Website

Standards of Practice for Guardians

These 25 nationally recognized standards, revised by NGA in 2013, include: Conflict of Interest; Decision Making; Medical Services and Medical Treatment; Management of the Estate and the Person and more. Each Standard is explained in detail and provides guidance to guardians in the private and public sectors.
Download this publication for free from the NGA Website

NGA Brochures

NGA Brochures are available in packs of 10 of the same title and are available by using the Publications Order Form.
The brochures explain in simple terms the basics of guardianship and the responsibilities of the guardian in various situations. Seven titles including:

  • Questions and Answers on Guardianship Issues
  • The Guardian and Informed Consent
  • Guardianship and Conservatorship: An Overview
  • Assisting the Guardian in Selecting a Care Facility
  • Rights of an Individual Under Guardianship
  • Guardianship of Persons with Intellectual Disabilities
Starting a Successful Guardianship Practice

Whether you are new to the guardianship field, or need guidance with business issues, this manual is for you! It addresses issues such as: business plan, business structure, insurance, marketing, licenses & taxes, and more. Please note: This publication is currently being updated and a revised version will be available later this year. You may still purchase this version, however, please note that sections of it are in need of updating. Click here to access the Publications Order Form.

Annual Legal Review As Presented at NGA Conference

This manual focuses on the legal aspects of guardianship, reviewing the national, regional, and state developments in legislation and case law affecting legal guardians. Click here to access the Publications Order Form.

Self-Study Courses

NGA’s online training self-study courses are a convenient way to earn continuing education credits — when and where it suits you. This option is designed to fit individual needs so a person can gain credits at any location and on his/her own schedule. Access to a computer is necessary, but these are not interactive online sessions. Each course is self-contained and designed so that the user has control of the learning experience. Simply download the course, study the material, and answer the questions.
Continuing Education Credits: Each self-study course is worth one CEU or one 60-minute hour of education for the Center for Guardianship Certification.  Please check with your accrediting body/state as to the type and amount of credit eligible.
Fees
NGA Members                                                               $50
Non-Members                                                                 $75
Family or Volunteer Guardians (NGA Members)           $25
Family or Volunteer Guardians (NGA Non-Members)   $30

To access the Course, Test, and Payment Form, Click on the Course Title
Please note that all courses are the property of the National Guardianship Association and are copyrighted by NGA.

Striking a Balance Between Privacy Expectations and the Need for Fiduciary Access to Digital Assets
Intermediate level training:  Written by Suzanne Brown Walsh, JD, and Catherine Anne Seal CELA, CAP

The Extent of Abuse by Guardians Is Unknown, but Some Measures Exist to Help Protect Older Adults
Intermediate level training:  Written by Sally Balch Hurme

Choosing Home for Someone Else: Guardian Residential Decision Making
Intermediate level training:  Written by Naomi Karp & Erica Wood, with Assistance of Amy Gioletti

Surrogate Decision-Making Standards for Guardians: Theory and Reality
Intermediate level training: Written by Linda Whitton & Lawrence Frolik

Standards for Health Care Decision Making: Legal and Practical Considerations
Intermediate level training: Written by A. Kimberly Dayton

Person-Centered Planning in Guardianship: A Little Hope for the Future
Intermediate level training: Written by A. Frank Johns

Medical and Financial Decision-Making without Guardianship
Intermediate level training: Written by Mary Joy Quinn

Standards for Financial Decision Making: Legal, Ethical and Practical Issues
Intermediate level training: Written by Robert B. Fleming, Esq. & Rebecca C. Morgan

Due or Undue Influence: How Do You Draw the Line?
Intermediate level training: Written by Sally Balch Hurme, JD, adapted from a presentation made at the National Guardianship Association's 2009 Colloquium on Guardianship

A Protocol for Medical Decision Making
Intermediate level training: Written by Alicia A. Chapman, NCG, adapted from a presentation made at the National Guardianship Association's 2006 Conference on Guardianship.

Investing Someone Else’s Money: The Prudent Investor Rule
Intermediate level training:  Prepared by Sally Hurme, JD, relying on CEU materials prepared by Lauren M. Underwood, JD, Bingham Farms, MI; Stewart Marshall, JD, Orlando, Fl; Edward Moses, JD, Rollins College, FL; and assistance from Charles Alkire, CFP, Sarasota, FL.

The Use of Mediation in Adult Guardianship Cases
Intermediate level training: Written by Mary F. Radford, JD, adapted from articles and book chapters prepared by Mary F. Radford.

Sexuality and People with Mental Disabilities -- The Issues, The Law, and The Guardian
Intermediate level training: Written by Kathleen Eddy, BA, NMG, adapted from the CEU materials Ms. Eddy and Deborah Steckel, BA, NCG, prepared with assistance from Pauline M. Christensen, PhD, Adult Education Consultant.

  174 Crestview Drive . Bellefonte, PA 16823-8516 . Phone: 877-326-5992 . Fax: 814-355-2452 . info@guardianship.org  
 

 

Contact Us Donate Find a Guardian Site Map