About

Mission & Purpose

The mission of the Professional Fiduciary Association of California is to advance excellence in fiduciary standards and practices.

• Promote high standards of ethics and practice
• Maintain high qualifications for membership
• Require and provide continuing education
• Enhance awareness of and respect for the Professional Fiduciary Association of California and its members
• Contribute to the development and support of effective regulation, legislation and licensing
• Promote communication among members to share resources
• Mentor new members

Professional Fiduciary Association of California Code of Conduct

• Abide by the Professional Fiduciaries Act (California Business and Professions Code Sections 6500-6592) and the Act's implementing regulations (California Code of Regulations Sections 4400-4622), including the Professional Fiduciaries Bureau Code of Conduct.
• Recognize that the client is the prime responsibility and strive to provide services which reflect respect for each client.
• Not engage in any form of discrimination on the basis of race, color, sex, sexual orientation, age, religion, national origin or any other condition or status.
• Manifest personal integrity, assume responsibility and accountability for individual judgments and maintain an attitude of fairness, honesty, respect, courtesy and good faith in all professional relationships.
• Cooperate with colleagues to promote common professional interests and concerns and facilitate ethical and competent professional performance.
• Seek and maintain competence in professional skills and seek to contribute to the ongoing development of the profession's body of knowledge.