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.)