Associate Membership

  • Designed for the new fiduciary starting their professional practice. Can be licensed or non-licensed working under the license of a practicing professional fiduciary or attorney. Five-year limit before moving to General membership. 
  • 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
    • Three professional references
      • One must be a current PFAC member (Charter, General, Associate) in good standing.
      • Two additional who can attest to your work as a fiduciary or 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
    • Completion of a licensed college, university, extension or vocational fiduciary program course of study that requires passing grade testing and leads to the school’s certificate program diploma
    • 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: $250/calendar year (prorated upon application submission.)
BECOME AN ASSOCIATE MEMBER

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