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.

Subscription Service

Join PFAC’s new Fiduciary Academy Subscription Service. With this service you have five (5) options to choose from. You can CLICK HERE to view and purchase the option that best suits your need. Once you have chosen your level or option, you will receive a discount code, via email within 24 hours, that you will apply to any of the courses in our Fiduciary Academy library, at checkout.

Subscription Service Options

  1. Five (5) Continuing Education Units. Good for one (1) year from the purchase date listed on your invoice – $237.50
  2. Ten (10) Continuing Education Units. Good for one (1) year from the purchase date listed on your invoice – $450.00
  3. Fifteen (15) Continuing Education Units. Good for one (1) year from the purchase date listed on your invoice– 637.50
  4. Twenty (20) Continuing Education Units. Good for two (2) years from the purchase date listed on your invoice – $800.00
  5. Twenty-Five (25) Continuing Education Units. Good for two (2) years from the purchase date listed on your invoice – $937.50
** Please remember that the subscription service is for CE hours.

Fiduciary Academy Courses

You may filter courses by any of the following categories:


A nuts and bolts guide to Medi-Cal, SSI, Section 8 and Regional Center benefits and how to access those benefits.
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.
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.
The extent of a fiduciary’s authority in various representative capacities, when additional authority is required, and liability/discipline exposure when acting beyond your authority.
Mentally Coping with COVID-19 with Dr. Anna McCarthy. 1.5 CE units are awarded for this course.
Crisis Planning for Clients with Special Needs and the Role of the Fiduciary
This presentation will help Professional Fiduciaries avoid claims and disputes - and much more. 1.0 CE Units are awarded for this course.
Everything you need to know about paying bills for your clients. Top five bill pay practices to avoid and top five practices to adopt. Case studies and other considerations related to the typical bill pay process.
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.