This presentation will instruct fiduciaries on how to set specific, measurable, attainable, relevant, and time-bound goals for investment planning for their wards/clients. Presented by Jeremy Lau, President and Chief Investment Officer at Prudent Investors, Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) The Attorney Guardian Relationship. 1 CEU in Fiduciary Responsibilities. It is best practice to finish the course in one sitting. Once you have finished your course you must return to the course catalog and click course completion confirmation. At that time, you are able to print your certificate.