Our Associate Membership is designed for the new fiduciary starting their professional practice. Applicants must be licensed. Associate Members must move to General Membership within five years.
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.
Associate Member Application Requirements:
Annual Membership Dues: $275 / calendar year (prorated upon application submission).
*** Membership renewal continuing education requirements, have changed. The applicant will now confirm/acknowledge that they have completed any and all continuing education requirements required in connection with their professional license renewal issued either through the Fiduciary Bureau or other agency that qualifies Applicant to act as a Professional Fiduciary.
BECOME AN ASSOCIATE MEMBER NOW