Fiduciary Academy Courses

Welcome to the PFAC Fiduciary Academy Courses Page!

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.
Price
PFAC members – $45.00 per CEU Non Members – $65.00 per CEU
How to Enroll
Fiduciary Academy courses are administered by PFAC partner, BizVision. Each course description includes a link for enrollment. The link will take you to the BizVision site which provides convenient directions on how to register and pay for the course. 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.
American Psychological Association (used by permission). 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.
Are you aware of the situations which create conflicts of interest? 1.0 CE/MCLE 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.
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.
Learn from seasoned and established professional fiduciaries the critical elements needed in establishing and growing your practice. 1.5 CE units are awarded for this course.
Monica Goel has been rated “superb” by AVVO and names as one of the top estate planning attorneys. 1.0 CE units are awarded for this course.
The panelists will provide an in-depth analysis of the statutes and case law defining the fiduciary’s... 2.0 CE/MCLE units are awarded for this course.
Financial elder abuse unfortunately is all too common. 1.5 CE/MCLE units are awarded for this course.
Usually a person's biggest asset is their Real Estate holdings. 1.5 CE/MCLE units are awarded for this course.
Unpredictable, irrational, and impulsive behaviors from clients lead to significant practical challenges in fiduciary practice. 1.5 CE units are awarded for this course.
The panelists present a discussion focuses on the professional interaction and cooperation... 1.0 CE units are awarded for this course.
Fiduciaries need to do everything possible to minimize risk. Acting as someone’s “fiduciary” is a serious undertaking. 1.0 CE/MCLE units are awarded for this course.
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