The Consumer Financial Protection Bureau created the Managing Someone Else’s Money guides for four different fiduciary roles.
They also created a brief video that explains the guides featuring the experiences of two lay fiduciaries.
If you have any questions about how to use these materials, please contact Naomi Karp at naomi.karp@cfpb.gov and Erin Scheithe at erin.scheithe@cfpb.gov.