Mission & Purpose

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

Statement of Purposes – The purposes of the Professional Fiduciary Association of California are to:

• 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

Members of the Professional Fiduciary Association of California should:

• 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.

Professional Fiduciary Association of California Statement of Inclusion and Non-Discrimination

PFAC leadership, staff, members, and vendors will embrace diversity and exhibit professionalism, inclusion, and respect in all interactions. We will:

• Manifest personal integrity.
• Assume responsibility and accountability for individual judgments.
• Maintain an attitude of fairness, honesty, respect, courtesy and good faith in all professional relationships.
• Value, develop and support PFAC policies, procedures, and initiatives that empower all members and promote equitable access to leadership and educational opportunities.

PFAC and its leadership, staff, members and vendors will not engage in any form of discrimination on the basis of race, ethnicity, gender, sexual orientation, age, religion, national origin, immigration status, disability, education, or any other protected class.