Our Associate Membership is designed for the new fiduciary starting their professional practice. Applicants must be licensed and move to a General Membership within five years.
Please be prepared with these items prior to filling out the application. You cannot save the application and return to it later.
Associate Member Application Requirements:
Complete the online Membership Application
Write an essay of 250 words or less answering the question, “Why would you like to join PFAC?”
Current professional resume
Professional fiduciary license or other license which grants you the legal right to act as a Professional Fiduciary
Annual Membership Dues: $275 / calendar year (prorated upon application submission.