Associate Membership

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;
• Submit three professional references:
  • They need to be people that can attest to your work as a Fiduciary or professional in another field and not related to the applicant.
  • Send the link below to your references:
    

    https://pfac.memberclicks.net/24_reference_form
    

• Write an essay of 250 words or less answering the question, “Why would you like to join PFAC?”;
  
• Submit your current professional resume;
• You must have completed 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;
• Please provide Optional Documents which would 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.

BECOME AN ASSOCIATE MEMBER NOW