Fiduciary Academy Courses

Welcome to the PFAC Fiduciary Academy

Fiduciary Academy is an online, on-demand education platform. It enables enrollees to access various educational opportunities approved for continuing education credits by both the Professional Fiduciaries Bureau of California and PFAC. Credits may be used toward professional fiduciary license and PFAC membership renewals.

How to Enroll

Fiduciary Academy students are required to complete attendance verification processes during the course and to complete an evaluation at the end of the course. Once a course is completed, students are issued a certificate containing their CEU verification.

PFAC members wishing to have their CEU added to their member profile, should email a copy of their certificate to PFACAdmin@pfac-pro.org.

Fiduciary Academy Courses:

A presentation and conversation about a very difficult case that brings in every difficult aspect that conservators will ever have to deal with. 1.0 CE units are awarded for this course.
Mentally Coping with COVID-19 with Dr. Anna McCarthy. 1.0 CE units are awarded for this course.
This presentation will help Professional Fiduciaries avoid claims and disputes – and much more. 1.0 CE Units are awarded for this course.
A comprehensive program regarding billing practices and procedures for professional fiduciaries. 1.5 CE/MCLE units are awarded for this course.
This presentation addresses the issues, opportunities and challenges of buying, selling or otherwise transferring a fiduciary practice… 1.0 CE units are awarded for this course.
This course is a review of concepts, terms, law and practical knowledge that is required under the California Professional Fiduciaries Act. 4.0 Pre Licensing Education Credits are awarded for this course.
Are you aware of the situations which create conflicts of interest? 1.0 CE/MCLE units are awarded for this course.
This presentation will cover best practices for handling non-probate transfers when the documents on file with the bank conflict with the decedent’s estate plan. 1.5 CE Units are awarded for this course.
Let’s face it, there are people and topics that at some point are just off limits. You just can’t do it or them right now. 1.5 CE units are awarded for this course.
COVID-19 Updates for Aging Population with Dr. Mehrdad Ayati. 1.0 CE Units are awarded for this course.
We have a unique profession in that we do not provide a one-time service but instead provide multiple services and care across the person’s lifetime. 2.0 CE Units are awarded for this course.
Recent media coverage regarding Fiduciary practices has led to some passionate discussion regarding Conservatorships and the Probate System in California. 1.0 CE Units are awarded for this course.
Technology security expert and founder/CEO of True Link Financial Kai Stinchcombe provides actionable guidance on how to identify, measure, and manage data security in the operations of a fiduciary practice. 1.0 CE Units are awarded for this course.
With gray divorce (divorce defined after the age of 40 years or more) on the rise… 1.0 CE Units are awarded for this course.
Participants will gain a better understanding of the critical components of a neuropsych exam by answering several questions. 1.0 CE units are awarded for this course.
Participate in an interview style format with a trust attorney, a former District Attorney, and a professional fiduciary. 1.0 CEUs are awarded for this course.
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COVID-19: Get the latest updates on how we’re supporting the professional fiduciary industry during the Coronavirus crisis.

Welcome to the PFAC Fiduciary Academy

Fiduciary Academy is an online, on-demand education platform. It enables enrollees to access various educational opportunities approved for continuing education credits by both the Professional Fiduciaries Bureau of California and PFAC. Credits may be used toward professional fiduciary license and PFAC membership renewals.

How to Enroll

Fiduciary Academy students are required to complete attendance verification processes during the course and to complete an evaluation at the end of the course. Once a course is completed, students are issued a certificate containing their CEU verification.

PFAC members wishing to have their CEU added to their member profile, should email a copy of their certificate to PFACAdmin@pfac-pro.org.

Fiduciary Academy Courses:

A presentation and conversation about a very difficult case that brings in every difficult aspect that conservators will ever have to deal with. 1.0 CE units are awarded for this course.
Mentally Coping with COVID-19 with Dr. Anna McCarthy. 1.0 CE units are awarded for this course.
This presentation will help Professional Fiduciaries avoid claims and disputes – and much more. 1.0 CE Units are awarded for this course.
A comprehensive program regarding billing practices and procedures for professional fiduciaries. 1.5 CE/MCLE units are awarded for this course.
This presentation addresses the issues, opportunities and challenges of buying, selling or otherwise transferring a fiduciary practice… 1.0 CE units are awarded for this course.
This course is a review of concepts, terms, law and practical knowledge that is required under the California Professional Fiduciaries Act. 4.0 Pre Licensing Education Credits are awarded for this course.
Are you aware of the situations which create conflicts of interest? 1.0 CE/MCLE units are awarded for this course.
This presentation will cover best practices for handling non-probate transfers when the documents on file with the bank conflict with the decedent’s estate plan. 1.5 CE Units are awarded for this course.
Let’s face it, there are people and topics that at some point are just off limits. You just can’t do it or them right now. 1.5 CE units are awarded for this course.
COVID-19 Updates for Aging Population with Dr. Mehrdad Ayati. 1.0 CE Units are awarded for this course.
We have a unique profession in that we do not provide a one-time service but instead provide multiple services and care across the person’s lifetime. 2.0 CE Units are awarded for this course.
Recent media coverage regarding Fiduciary practices has led to some passionate discussion regarding Conservatorships and the Probate System in California. 1.0 CE Units are awarded for this course.
Technology security expert and founder/CEO of True Link Financial Kai Stinchcombe provides actionable guidance on how to identify, measure, and manage data security in the operations of a fiduciary practice. 1.0 CE Units are awarded for this course.
With gray divorce (divorce defined after the age of 40 years or more) on the rise… 1.0 CE Units are awarded for this course.
Participants will gain a better understanding of the critical components of a neuropsych exam by answering several questions. 1.0 CE units are awarded for this course.
Participate in an interview style format with a trust attorney, a former District Attorney, and a professional fiduciary. 1.0 CEUs are awarded for this course.
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