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:


In Part 1 of this two-part topic, the panel will address choosing, hiring, and managing your own attorney as a fiduciary in a contested matter. 1.5 CE Units are awarded for this course.
Risk Transfer and Unrealized Expectations from Insurance Coverage for Trust Owned Real Estate. 1.5 CE Units are awarded for this course.
The ins and outs a Fiduciary will encounter when administering assets that involve different business entities. 1.0 CEU awarded for this course.
The presentation covers the three stage process of trust administration. 1.5 CE Units are awarded for this course.
The presentation will focus on the professional fiduciaries’ risks in representing clients who have diminished capacity, mental and/or physical limitations. 1.0 CEUs are awarded for this course.
Are you struggling with managing your fiduciary practice on your own? Would you like more help with your workload, but don't know how to make this happen?
Unpredictable, irrational, and impulsive behaviors from clients lead to significant practical challenges in fiduciary practice. 1.5 CE units are awarded for this course.
Overview of the basics of the mediation process. 1.0 CE Units are awarded for this course.
This presentation will review what Bipolar, Psychotic and Depressive disorders are and what behaviors are present when dealing with these disorders. 1.5 CE Units are awarded for this course.
Jim Huyck, former Executive Director of Alta California Regional Center, will present on Navigating the Regional Center system. 1.0 CE Units are awarded for this course.
For the elderly, injuries may appear to be simply an outcome of age-related health failure. 1.5 CE/MCLE units are awarded for this course.
Cognitive and Functional Assessments play an integral role in approaching a patient’s care holistically and throughout the health care continuum. 1.0 CE Units are awarded for this course.
What you need to have to prepare for accounting. Know about all assets, income and expense items and sales of property.
Probate: Soup to Nuts is a comprehensive, step by step review and explanation of the Probate process. 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.