Affiliate Membership

PFAC’s Affiliate Members are professional service providers to the fiduciary industry. This type of membership is assigned to the individual person/business. Requirements to join include the following and are a part of the online application process. Please be prepared with these items prior to filling out the application. You cannot save the application and return to it later. Affiliate Membership Requirements:
  • Complete the online Membership Application;
  • Submit two professional references:
    • One reference must be a current PFAC member (Charter, General, Associate) in good standing.
    • One additional reference must be able to attest to your work in a professional capacity. (Please do not submit references from persons who are related to you.)
  • Scan and upload your current state issued driver’s license or identification card;
  • Write an essay of 250 words or less answering the question, “Why would you like to join PFAC?”;
  • Submit your current professional resume;
  • We invite you to also provide optional documents including any license or professional certificate which grants you the legal right to act within your professional capacity and all its entitlements and rights.
Annual Membership Dues: $250/calendar year (prorated upon application submission.) BECOME AN AFFILIATE MEMBER NOW

PROFESSIONAL FIDUCIARY EDUCATION AT YOUR FINGERTIPS

If you provide professional fiduciary services or are interested in becoming a professional fiduciary, sign up to receive updates on educational opportunities with PFAC. Whether it's learning with a group of your peers or from the comfort of your home or office, PFAC has a learning platform that will suit your needs.

* indicates required

Join us in 2019
as PFAC is ‘Making Magic Happen’
at the happiest place on Earth.


The 24th Annual PFAC Educational Conference provides
the most comprehensive fiduciary education available
in California. Who says learning can’t be fun?!

Visit the Conference Website

 

Thanks for making the 23rd Annual PFAC Educational Conference a success!

How Professional Fiduciaries Change Lives

How Professional Fiduciaries Change Lives

How Professional Fiduciaries Change Lives