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:
- 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.
- Send the link below to your references:
https://pfac.memberclicks.net/2022_reference
- 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;
- 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).
*** 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.
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