THE KNOWLEDGE BEHIND THE RECOVERY
A clearer path to
funds recovery.
Build the knowledge to research surplus funds, understand the claims process, and serve clients with confidence.
Explore the curriculum Practical learning. Responsible practice.START HERE
Understand the funds.
Understand your role.
Understand your role.
Funds recovery foundationsFree introductory reading · Beginner
Structured learning paths Official research sources Ethics at every step
YOUR LEARNING PATH
Start with knowledge. Build your practice.
Explore the course outlines and introductory lessons. Academy enrollment is $1,000. Choose the course-and-tools option to include member research tools. Both options include a completion certificate. View enrollment options and begin your learning journey.
01
THE ESSENTIALS
Funds Recovery Foundations
Understand surplus, excess, and unclaimed funds—and how the recovery process differs.
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02
RESEARCH & VERIFICATION
Finding & Verifying Funds
Navigate county records, validate a lead, and organize a careful research trail.
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03
FROM RESEARCH TO CLAIM
Responsible Recovery Practice
Prepare for client conversations, document requirements, and professional referrals.
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GO STRAIGHT TO THE SOURCE
Good research starts
with official records.
Explore county offices, state unclaimed property programs, and notary directories in one place.
Browse the resource library