4 Hours / 4 CEs

On Demand | Self-Paced Professional Training

This on-demand professional training program on Advanced Topics in Competency Assessment Part 1: Mapping Clinical Data to Functional Legal Capacities is presented by Terry Kukor, PhD, ABPP, and Lori Hauser, PhD, ABPP in partnership with the American Academy of Forensic Psychology (AAFP)

This is Part One of a three-part series on Advanced Topics in the Assessment of Competency to Stand Trial. It is recommended but not required that participants complete all three parts. 

This program addresses the core conceptual underpinnings of Understanding, Appreciating, Reasoning, and Assisting Counsel, with an emphasis on practical assessment strategies for each. Particular attention will be given to key competency-related functions that are not easily assessed (e.g., decision-making, cognitive flexibility, capacity to manage symptoms, social/cognitive factors relevant to capacity to assist). 

This program is not suitable for those seeking basic introductory-level instruction in assessing competency to stand trial. Participants who have some basic practical experience in competency assessment benefit the most from this program. Participants in the inpatient or outpatient environment would benefit from this program. 

Learning Objectives

Upon completion of this training, participants will be able to:

  • 1 Describe the four key conceptual foundations of competency to stand trial
  • 2 Describe the sources of data collection in competency assessment, their strengths, and strategies to avoid potential pitfalls associated with them
  • 3 Describe mental status examination, behavioral observations, and input from treatment providers can be utilized to make inferences about capacity to assist and decision-making ability
  • 4 Describe practical strategies for the assessment of case-related reasoning
  • Intended Audience

    This training is intended for forensic mental health professionals who specialize in evaluating legal capacities in adults, particularly those with practical experience in competency to stand trial assessments. It is most relevant to individuals in fields such as forensic psychology, psychiatry, and related disciplines, who apply advanced assessment strategies to evaluate understanding, reasoning, appreciation, and capacity to assist counsel.


    Examples of Relevant Professionals:
    • Forensic Psychologists
    • Forensic Psychiatrists
    • Mental Health Professionals
    • Psychologists specializing in forensic assessment
    • Psychiatrists involved in legal evaluations
    • Clinical Psychologists working in forensic contexts
  • Experience Level

    This training is designed for mental health professionals with foundational experience in competency to stand trial assessments.

    It is not suitable for those seeking basic introductory-level instruction in the assessment of competency to stand trial.

    • Intermediate: Participants have prior experience conducting competency to stand trial assessments, are familiar with core concepts and legal standards, and seek to expand their skills in applying nuanced assessment strategies, data collection methods, and case formulation techniques.

    • Advanced: Participants are seasoned evaluators with substantial experience in forensic assessment, aiming to refine sophisticated evaluation practices, address complex or high-stakes cases, and enhance defensibility in written reports and testimony.
  • Practice Setting

    These professionals practice in secure inpatient and outpatient forensic environments embedded within hospital, correctional, and court systems, conducting court-ordered evaluations of adults’ legal capacities. Their work emphasizes advanced assessment of understanding, appreciation, reasoning, and capacity to assist counsel in collaboration with legal stakeholders and treatment teams.


    Examples of Practice Settings:
    • State hospital forensic units (inpatient)
    • Jail-based evaluation services
    • Court-affiliated competency clinics
    • Community mental health centers with forensic programs (outpatient)
    • Private practices providing court-ordered competency evaluations
    • Outpatient competency restoration programs
    • Veterans Affairs forensic services for HTML only.

Presented By

Terry Kukor, PhD, ABPP Senior Forensic Psychologist at the Netcare Forensic Center

Terry Kukor, Ph.D., ABPP, is board-certified in forensic psychology, and is a Senior Forensic Psychologist at the Netcare Forensic Center. Dr. Kukor has specialized in criminal forensic evaluation for more than 30 years, during which time he has also done violence risk and threat assessment. He teaches multiple workshops for the American Academy of Forensic Psychology (AAFP) including Critical Thinking in Forensic Evaluation. He is a threat assessment consultant for Work Trauma Services Inc., and consults with a regional office of the FBI. In 2016, he was recognized with the Howard H. Sokolov Forensic Mental Health Leadership Award, presented by the Ohio Department of Mental Health and Addiction Services. In 2019, he was granted the Distinguished Contributions to Forensic Psychology Award by AAFP.

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Terry  Kukor, PhD, ABPP

Presented By

Lori L. Hauser, PhD, ABPP Psychologist at Whiting Forensic Hospital

Lori L. Hauser, PhD, ABPP, is a board-certified forensic psychologist employed at Whiting Forensic Hospital in Middletown, Connecticut. There, she oversees the competency restoration service and conducts forensic evaluations – competency, as well as general and sexual violence risk management – for the hospital. She is the Practice Sample Review Chair for the American Board of Forensic Psychology, is the Treasurer for the American Academy of Forensic Psychology, and previously represented Forensic Psychology on the Council of Specialties in Professional Psychology. Dr. Hauser also provides training and consultative services, both nationally and internationally, to practitioners and investigators in the areas of interviewing and credibility assessment, risk / threat assessment, and cognitive bias, as well as competency evaluation and restoration.

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Lori L. Hauser, PhD, ABPP

Training Outline

Key topics covered in this training include:

  • Defining and assessing the four core competency constructs: Understanding, Appreciating, Reasoning, and Assisting Counsel.

  • A structured review of key data collection methods including interviews, record review, psychological testing, and collateral information.

  • Strategies for drawing the most meaningful clinical and legal data, integrating multiple sources into a defensible opinion.

  • Identifying and avoiding common assessment pitfalls, such as misinterpreting symptoms or drifting from competency-related standards.

  • Mapping psychiatric symptoms onto functional legal capacities, with emphasis on the ability-to-assist-counsel prong.

  • Evaluating reasoning in nuanced and complex cases, including distinctions between delusions, extreme overvalued beliefs, and issues of pro se capacity.

  • Case examples from practice, demonstrating the application of assessment concepts and strategies across diverse scenarios.

  • Interactive engagement, with opportunities for participants to ask questions and relate the material to their own evaluation experiences.

We are proud to partner with

American Academy of Forensic Psychology (AAFP)

American Academy of Forensic Psychology (AAFP)

We are proud to partner with the American Academy of Forensic Psychology (AAFP) for this training. AAFP is a non-profit organization of board-certified forensic psychologists whose mission is to contribute to the development and maintenance of forensic psychology as a specialized field of study, research, and practice. The Academy does this by providing high-quality continuing education workshops, providing a forum for the exchange of scientific information among its members, and conferring awards upon outstanding students and practitioners in the field of forensic psychology.

CE Sponsorship Information

Palo Alto University, Continuing & Professional Studies (CONCEPT) is approved by, recognized by, or maintains sponsorship provider status with the following boards and agencies. We maintain responsibility for all content in our CE/CPD programs. For more information, visit here. 

  1. American Psychological Association (APA): Approved sponsor of continuing education for psychologists.

  2. Association of Social Work Boards (ASWB): Approved continuing education provider (ACE program, Provider #1480), 11/22/2023–11/22/2026.

  3. Canadian Psychological Association (CPA): Approved to sponsor continuing education for psychologists.

  4. National Board for Certified Counselors (NBCC): Approved Continuing Education Provider (ACEP No. 7190).



Palo Alto University, Continuing and Professional Studies (CONCEPT) is approved by the American Psychological Association to sponsor continuing education for psychologists. Palo Alto University, Continuing and Professional Studies (CONCEPT) maintains responsibility for this program and its content. Palo Alto University, Continuing and Professional Studies (CONCEPT), is approved by the Canadian Psychological Association to offer continuing education for psychologists. Palo Alto University, Continuing and Professional Studies (CONCEPT), SW CPE is recognized by the New York State Education Department’s State Board for Social Work as an approved provider of continuing education for licensed social workers #SW-0356 and the New York State Education Department’s State Board for Mental Health Practitioners as an approved provider of continuing education for licensed mental health counselors. #MHC-0073. Palo Alto University, Continuing and Professional Studies (CONCEPT) has been approved by NBCC as an Approved Continuing Education Provider, ACEP No. 6811. Programs that do not qualify for NBCC credit are clearly identified. CONCEPT Professional Training, #1480, is approved to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Organizations, not individual courses, are approved as ACE providers. State and provincial regulatory boards have the final authority to determine whether an individual course may be accepted for continuing education credit. CONCEPT Professional Training maintains responsibility for this course. ACE provider approval period: 11/22/23-11/22/26. Social workers completing this course receive (clinical or social work ethics) continuing education credits.