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.

The New 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, that you can apply to any of the courses in our Fiduciary Academy library.

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
Fiduciary Academy Courses

You may filter courses by any of the following categories:


What an LPS vs probate conservatorship is and how it can assist with treatment of people who have mental health issues. 1.5 CEUs are awarded for this course.
An in-depth review of discretionary special needs trust distributions allowable under Social Security Administration POMS rules, and how ABLE accounts can provide support for beneficiaries above and beyond these restrictions.
The professional fiduciary faces many challenges. Among them is deciphering the industries and rules governing the various professionals they may delegate to at times. 1.0 CE Units are awarded for this course.
Using the California Fiduciary Code and the Best Standards for Pooled Trusts, this interactive presentation will look at the ways that a fiduciary can avoid making those career altering mistakes. | 1.0 CEU
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.
NGA Standards of Practice as they relate to billing standards. Also discussed will be the California Rules of Court specifying standards for determining billing for services for estate administration, conservators 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.
Acting as a fiduciary isn’t always easy. A fiduciary owes many duties to the beneficiaries and a breach of a duty can result in liability. 1.5 CE Units are awarded for this course.
When financial and healthcare decisions lead to conflict between and among elderly parents and their children... 1.0 CE Units are awarded for this course.
Court Accountings are easy! Yes, that’s right. That’s what you’ll come out of this dynamic and informative session realizing. 1.5 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.
A comprehensive presentation setting forth the financial standard of care for the various fiduciary roles of trustee, conservator, power of attorney, and administrator of decedent's estate. 1.5 CE Units are awarded for this course.
This course describes the cast of characters involved in each of these matters and the interrelation between trusts, probates, powers of attorney, conservatorships, and guardianships. 1.0 CE Units are awarded for this course.
Fiduciaries of all experience levels often have a less-than-clear understanding of when attorney-client privilege protects them and when it does not. 1.5 CE Units are awarded for this course.
This presentation will discuss various environmental laws that a fiduciary needs to know about to avoid environmental liability. 1.0 CE Units are awarded for this course.