Serving as a Power of Attorney in Florida

The Authority to Act. The Knowledge to Serve.

This two-week online course offers a practical and comprehensive overview of the powers and duties involved in serving as a Power of Attorney in Florida. Through analysis of statutes, best practices, case studies, and real-world documents, participants will gain essential knowledge for responsible representation. Designed for family members, law students, professional fiduciaries, guardians, attorneys, CPAs, and members of the public interested in learning how to serve as a power of attorney.

Course Delivery: All content is delivered online, allowing participants to learn at their own pace and on their own schedule.

Structure: The program includes six sequential pre-recorded lectures with PowerPoint presentations, and self-assessments and activities in each Module, each unlocking as the previous lesson is completed to support progressive learning.

Live Session: On the final Saturday of the program, participants are invited to join a live, two-hour Zoom Q&A session with instructors. This interactive session provides an opportunity to ask questions and deepen understanding through discussion.

📋Overview
This course delivers a foundational overview of the legal and practical responsibilities of serving as a Power of Attorney (POA) in Florida. Participants will examine statutory roles, types of POAs, agent powers and limitations, and fiduciary duties. Emphasis is placed on execution requirements, “super” powers, and interpreting POA documents through real-world scenarios and legal guidance.

⚖️Big Picture: Fiduciary Duties
This course provides a comprehensive overview of fiduciary duties under Florida’s Power of Attorney statutes, focusing on the legal obligations and ethical standards agents must uphold. Participants will explore key responsibilities including loyalty, confidentiality, care, and recordkeeping, as well as the scope of authority, liability issues, and termination of powers. Through statutory analysis and practical guidance, learners will gain the tools to act responsibly and confidently in POA roles.

✅Responsibilities and Best Practices
This course offers a practical and in-depth exploration of the responsibilities, challenges, and best practices involved in serving as a Power of Attorney in Florida. Participants will gain insight into fiduciary duties, financial and healthcare decision-making, estate plan preservation, and legal remedies for misconduct. Through real-world scenarios and expert guidance, learners will understand how to act ethically, communicate effectively, and navigate complex situations with confidence and care.

📣Effective Advocacy and Communication
This course covers essential strategies for effective advocacy and communication when serving as a Power of Attorney in Florida. Participants will learn how to onboard clients, set expectations, and navigate fiduciary duties and interpersonal dynamics. Practical tools and real-world scenarios help prepare agents to communicate clearly and act confidently in complex situations.

🎯Setting You Up for Success
This course provides practical guidance for successfully serving as an agent under a Power of Attorney in Florida. Participants will learn best practices for recordkeeping, financial oversight, working with care teams, and navigating institutions. The course also addresses common questions about POA authority, revocation, naming agents, and managing responsibilities. Emphasis is placed on building a reliable support network and understanding fiduciary duties to ensure ethical and effective service.

📜Assessment
For learners who wish to earn a certificate and digital badge as proof of role readiness, completion of the course will be followed by a final exam. Learners who pass the final exam will receive the certificate and digital badge. Learners are permitted two (2) attempts to achieve a minimum passing score of 80% on the final exam. Those who do not meet this requirement will not be eligible to receive the certificate or digital badge. To earn these credentials, the learner must re-enroll in the course, pay the associated fee, and successfully complete all course requirements during a future offering.

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Public Option: Course Only (No Exam, Digital Badge, or Certificate)
  • $300 program fee
  • Includes full course access, materials/resources, and live Q&A session via Zoom
  • Ideal for members of the public who are interested in learning how to serve as a power of attorney, without the need for the final exam, digital badge, or certificate
Certificate Option (Course, Final Exam, Digital Badge, and Certificate)
  • $750 program and examination fee
  • Includes full course access, materials/resources, live Q&A session via Zoom, and required final exam.
  • Learners are permitted two (2) attempts to achieve a minimum passing score of 80% on the final exam. Those who do not meet this requirement will not be eligible to receive the certificate or digital badge. To earn these credentials, the learner must re-enroll in the course, pay the associated fee, and successfully complete all course requirements during a future offering.
  • Upon passing the final exam, Stetson University College of Law will issue a certificate and digital badge to showcase their practical expertise
  • CLE credits, CEU credit, Paralegal credit may be awarded upon completion of all course components

Course fees must be paid in full before the course start date. Please see our FAQs for detailed information on our cancellation and refund policy.

What is a digital badge?

Digital badges are online representations of skills, achievements, or certifications. Each badge contains metadata that provides details about the issuer, the criteria for earning the badge, and evidence of the achievement. They can be showcased on platforms such as LinkedIn, and serve as a modern way to visually and verifiably demonstrate one's accomplishments and skills.

Are textbooks or other materials required for this program?

No - all required materials are provided online. There's no need to purchase textbooks or additional resources.

Can I apply these courses towards a Law degree at Stetson University?

No. The courses within the fiduciary program do not carry academic credit and cannot be applied toward any degree programs at Stetson University College of Law. Participation in these courses will not result in a degree, alumni status, or earned academic credit at Stetson University or Stetson University College of Law, nor will it be recorded on their transcripts. Additionally, it does not guarantee admission to Stetson University, Stetson University College of Law, or any other institution.

Will I be certified to act as a Power of Attorney after completing this course?

Completion of this course results in a certificate of completion, which serves as recognition of participation and successful engagement with the course content. This certificate does not constitute any professional certification or licensure. It is intended solely for educational purposes.

How much CLE credit will I earn?

Stetson Law has applied to the Florida Bar for CLE credits for each of the courses within the program. While Stetson Law does not apply for or pay for CLE credits in states other than Florida, we will provide attorneys with the materials needed to apply for CLE credits in other states. Attorneys should contact their state's Bar association with specific questions about obtaining CLE credits for these courses.

Are accommodations available if needed?

Stetson strives to provide a warm and welcoming environment for all our students, including those with disabilities. If you have a disability and believe you might need reasonable accommodation to fully participate in a program and services, please contact the Office of Professional Education at [email protected].

What is your cancellation/refund policy?

Stetson Cancellation: If Stetson University College of Law needs to cancel a course for any reason, participants will be notified at least 24 hours in advance by phone or email. In the case of a course cancellation, a full 100% refund will be issued to each registered participant.

Attendee Cancellation: Stetson Law will provide a refund, minus a $75 cancellation fee per course, for any cancellation requests received by 5:00 p.m. Eastern Time on the fourteenth (14) business day before the course start date. Business days are Monday through Friday, excluding holidays. No refunds will be granted for cancellations received within thirteen (13) business days of the course start date or for cancellations made after the course begins. Additionally, once you access the online course materials, you will no longer be eligible for a refund.

Fall 2025 Course Dates:
November 3 - 15, 2025

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About Our Partners

The Professional Fiduciary Council of Florida is dedicated to promoting ethical standards, professional development, and public awareness in fiduciary services across the state.

Click below to explore their mission, resources, membership options, and how they support Florida’s fiduciary professionals and affiliates.