PFAC Membership and Application Information

PFAC offers two membership levels designed for individuals organizations with a range of membership benefits. Please review the following education and experience requirements for both levels to determine which membership is most appropriate for you or your organization. In addition review By-Laws and Code of Ethics (CLICK ON THE “ABOUT US” LINK TO THE LEFT) All potential members must provide referral letter to three persons.

GENERAL (voting rights) - Annual Membership Fee: $300.00 APPLICATION and Information
Individuals applying for General Membership shall have a Bachelor’s Degree from an accredited Institution and a minimum of two (2) years experience as a Professional Fiduciary (with a minimum of two (2) cases not related to the fiduciary), or an Associate Arts Degree from an accredited Institution and a minimum of four (4) years of experience as a Professional Fiduciary (with a minimum of two (2) cases not related to the fiduciary), or completion of the California State University certification program and four (4) years of experience (with a minimum of two (2) cases not related to the fiduciary). Maintain a general membership you must comply with our Bylaws. See requirements listed after Associate membership

ASSOCIATE (non-voting) - Annual Membership Fee: $175.00 APPLICATION and Information
An Associate Membership level is designed for individuals who do not yet meet the qualifications for a General Member, but who are actively pursuing a career as a Professional Fiduciary. Membership at this level is limited to five (5) years. Extensions and modifications to these provisions shall be at the discretion of the Membership Committee. Associate Members may use the name of the Association, its initials (PFAC), or logo in relation to their professional activities. Although Associate Members are not entitled to voting membership status, they are entitled to educational benefits and are required to maintain their membership status by meeting the following requirements:

Requirements:
Action for removal from membership shall be automatic if, failure to pay annual dues, or failure to earn 15 Continuing Education Units (CEUs) annually and attend at least three meetings a year, (which may include one educational conference and two regional meetings [a chapter meeting may be substituted for one regional meeting], or three regional meetings [two chapter meetings may be substituted for two regional meetings]) or for breach of fiduciary duty as determined by this organization’s Ethics Review Committee and later ratified by the Board of Directors. All members are also required to conduct themselves according to State requirements as well as to comply with the PFAC standards and ethics policies.