AB 465

  • California Assembly Bill
  • 2021-2022 Regular Session
  • Introduced in Assembly
  • Passed Assembly May 03, 2021
  • Passed Senate Aug 30, 2021
  • Signed by Governor Sep 16, 2021

Professional fiduciaries: prelicensing and renewal or restoration: education.

Abstract

Existing law, the Professional Fiduciaries Act, provides for the licensure and regulation of professional fiduciaries and provides for the administration of those provisions by the Professional Fiduciaries Bureau, which is under the jurisdiction of the Department of Consumer Affairs. The act requires an applicant to complete 30 hours of prelicensing education courses provided by an educational program approved by the bureau as a condition of licensure. The act also requires a licensee to complete 15 hours of continuing education courses each year as a condition of license renewal or restoration. This bill, beginning January 1, 2023, would require the prelicensing education courses to include at least one hour of instruction in cultural competency, as defined. The bill, beginning January 1, 2023, would also require a licensee to complete at least 2 hours of instruction in ethics, cultural competency, or both every year as a condition of license renewal or restoration.

Bill Sponsors (1)

Votes


Actions


Sep 16, 2021

California State Legislature

Approved by the Governor.

California State Legislature

Chaptered by Secretary of State - Chapter 167, Statutes of 2021.

Sep 08, 2021

California State Legislature

Enrolled and presented to the Governor at 4:30 p.m.

Sep 01, 2021

Assembly

Senate amendments concurred in. To Engrossing and Enrolling. (Ayes 72. Noes 0. Page 2642.).

Assembly

Assembly Rule 77 suspended. (Ayes 58. Noes 17. Page 2625.)

Aug 31, 2021

Assembly

In Assembly. Concurrence in Senate amendments pending. May be considered on or after September 2 pursuant to Assembly Rule 77.

Aug 30, 2021

Senate

Read third time. Passed. Ordered to the Assembly. (Ayes 31. Noes 1. Page 2228.).

Aug 19, 2021

Senate

Read second time. Ordered to third reading.

Aug 18, 2021

Senate

Read third time and amended. Ordered to second reading.

Aug 16, 2021

Senate

Read second time. Ordered to third reading.

Jul 15, 2021

Senate

From committee: Be ordered to second reading pursuant to Senate Rule 28.8.

Jun 30, 2021

Senate

In committee: Hearing postponed by committee.

Jun 16, 2021

Senate

From committee chair, with author's amendments: Amend, and re-refer to committee. Read second time, amended, and re-referred to Com. on APPR.

  • Amendment-Introduction
  • Amendment-Passage
  • Reading-1
  • Reading-2
  • Referral-Committee
Com. on APPR.

Senate

In committee: Set, first hearing. Hearing canceled at the request of author.

Jun 07, 2021

Senate

From committee: Do pass and re-refer to Com. on APPR. (Ayes 10. Noes 1.) (June 7). Re-referred to Com. on APPR.

  • Committee-Passage
  • Committee-Passage-Favorable
  • Referral-Committee
Com. on APPR.

May 12, 2021

Senate

Referred to Com. on B., P. & E.D.

  • Referral-Committee
Com. on B., P. & E.D.

May 04, 2021

Senate

In Senate. Read first time. To Com. on RLS. for assignment.

May 03, 2021

Assembly

Read third time. Passed. Ordered to the Senate. (Ayes 69. Noes 0. Page 1279.)

Apr 22, 2021

Assembly

Read second time. Ordered to third reading.

Apr 21, 2021

Assembly

From committee: Do pass. (Ayes 14. Noes 0.) (April 21).

Apr 07, 2021

Assembly

From committee: Do pass and re-refer to Com. on APPR. (Ayes 18. Noes 0.) (April 6). Re-referred to Com. on APPR.

  • Committee-Passage
  • Committee-Passage-Favorable
  • Referral-Committee
Com. on APPR.

Feb 18, 2021

Assembly

Referred to Com. on B. & P.

  • Referral-Committee
Com. on B. & P.

Feb 09, 2021

Assembly

From printer. May be heard in committee March 11.

Feb 08, 2021

Assembly

Read first time. To print.

Bill Text

Bill Text Versions Format
AB465 HTML
02/08/21 - Introduced PDF
06/16/21 - Amended Senate PDF
08/18/21 - Amended Senate PDF
09/03/21 - Enrolled PDF
09/16/21 - Chaptered PDF

Related Documents

Document Format
04/05/21- Assembly Business and Professions PDF
04/19/21- Assembly Appropriations PDF
04/23/21- ASSEMBLY FLOOR ANALYSIS PDF
06/03/21- Senate Business, Professions and Economic Development PDF
08/18/21- Sen. Floor Analyses PDF
08/20/21- Sen. Floor Analyses PDF
08/31/21- ASSEMBLY FLOOR ANALYSIS PDF

Sources

Data on Open States is updated periodically throughout the day from the official website of the California State Legislature.

If you notice any inconsistencies with these official sources, feel free to file an issue.