Professional service provider to the fiduciary industry. 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.
Completed online Membership Application
Two professional references
One must be a current PFAC member (Charter, General, Associate) in good standing.
One additional who can attest to your work in a professional capacity. No relatives.
Current state issued driver’s license or identification card
Essay of 250 words or less answering “Why would you like to join PFAC?”
Current professional resume
Optional Documents include 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: $275/calendar year (prorated upon application submission.)