Ongoing Requirements of Certified Professional Guardians

Instructions for Providers of Continuing Education

 

Instructions for Sponsors
 
Course applications must include the following:
  • The Application for Approval of Continuing Education Activity completed and signed;
  • Resumes or bios of instructors;
  • Non-refundable, non-transferable processing fee; and
  • The completed Continuing Education Course Approval Request Invoice.
When submitting Continuing Education Activities for approval, it is necessary to observe the following procedures approved by the Certified Professional Guardian Board:
 
Course Submissions
 
1. The Application for Approval of Continuing Education Activity and resumes or bios of instructors should be submitted electronically to: guardian.program@courts.wa.gov.
 
2. If a complete Application is received more than 30 days prior to the seminar, the fee will be $25 per occurrence.  If the application is received less than 30 days prior to the event, the fee will be $50 per occurrence.  Approval will not be granted after the course has been held.  No requests for approval for courses to be held in the current year will be accepted after the first Thursday in November. All fees are non-refundable and non-transferable.
 
3. Checks should be made out to the Administrative Office of the Courts (AOC) and mailed along with the completed Continuing Education Course Approval Request Invoice to:
 
Administrative Office of the Courts
PO Box 41172
Olympia WA  98504-1172
 
All courses must be open to all certified professional guardians. The sponsoring agency will allow the Certified Professional Guardian Board, a member thereof, or such other person as it shall designate, to audit the program.
 
Course Content
 
1. All courses must satisfy curriculum requirements established by the Board.
 
2. A "credit hour" equals one (1) clock hour (60 minutes) of actual attendance.
 
3. To qualify for "ethics credit," a course or subject must deal with the ethical issues and ethical conflicts relative to the legal rights, duties, or responsibilities of CPGs. For other descriptions, see page four.

Student Protection Policy

All student fees and fee refund policies must be disclosed to students before enrollment.  If a course is cancelled for any reason, all charges are refundable in full within 45 days.
The Board should be notified in writing within five (5) days of cancellation of a course.
Each student who successfully completes a course must receive verification of attendance. This requirement is satisfied by giving the attendees a copy of the signed CPG course approval form or by proving another form that contains the following information:
1.    The title, date and location of course;
2.    The number of hours attended and the number and type of credit earned;
3.    The name and signature of the sponsor.
 
Evaluation
 
The sponsor shall obtain course evaluations from participants and submit these within 30 days after the class.  
The Board may evaluate the performance of any continuing education instructor, course, or sponsor through observation, review of qualifications, or adherence to Board continuing education requirements.
 
Attendance Forms
 
The sponsor of a continuing education course shall monitor the attendance of each approved course and maintain an attendance log which lists the name and certification number of every CPG who attends a course.  
The program sponsor shall submit the attendance log to the Board within thirty (30) days after completion of the course.  The log shall serve as proof that the CPGs listed completed the sponsor’s course.
Attendance logs should reflect the actual arrival time. Falsifying attendance logs is considered a breach of professional ethics.
Sponsors will provide each attendee with a copy of the CPG Report for Partial Attendance at Continuing Education Class. If a guardian does not attend the full course, he or she is responsible for completing this form. The sponsor will send any of these forms to the AOC within 30 days after completion of the class.
 
Advertise
 
Mailing labels will be forwarded with the Course Approval Form only upon request.  They are not to be used for any other purpose or any subsequent class.  They are not to be disseminated to any other organization or individual for any purpose whatsoever.
 
Information to be submitted to the Board within thirty (30) days of Course Completion
  •  Course evaluations from participants.
  • The Attendance Log
  • Any CPG Reports for Partial Attendance
 
According to Continuing Education Regulation 200, Certified Professional Guardians are required to participate in ongoing education to maintain their certification.  The training requirement is a minimum of 24 clock hours per two year reporting period, with the minimum time allocated among education and skills training in:
 
Guardianship of the Person – 6 hours per reporting period
Guardian of the Person education encompasses training and information pertaining to personal and physical care; residence and placement; assistance required and available; medical, psychological, social, family, and other issues with which a Guardian of the Person should be familiar.
 
Guardianship of the Estate – 6 hours per reporting period
Guardian of the Estate education encompasses training and information pertaining to the marshalling, management and sale of assets; responsibility for the maintenance and protection of the assets; entitlement to federal, state and other financial benefits; estate planning, gifting, and transfers of assets; and other financial activities with which a Guardian of the Estate should be familiar.
 
Guardian Ethics – 4 hours per reporting period
Guardian Ethics education encompasses training and information pertaining to the application of the Standards of Practice and other professional codes of conduct to the practice of Guardianship; the identification and resolution of conflicts that arise for guardians by their own actions, and in the effect of their decisions upon other professionals, the incapacitated person's family and other interested persons; and applying criteria and measuring the effect of decisions regarding Directives to Physicians and end of life issues.
 
General Information for Guardians – 8 hours per reporting period
General Information for Guardians education encompasses training and information pertaining to the business side of a Guardian's practice which is not included in the other categories. It includes information on business format, use of forms to assist in the practice, tax and civil liability, insurance and bond issues, relationship with counsel and other professionals, fee charging and billing practices, and business development.  It also includes matters that apply generally to guardianships of person and estate such roles as guardians ad litem, petitions for direction, general civil procedure, or the role of the court as the final decision maker.
 
 

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