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:


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.
According to the Insurance Studies Institute, more than 500,000 seniors lapse their life insurance policies annually, while only 1250 take advantage of a life insurance settlement.
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.
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.
In Part 2 of this two-part topic, the panel will address working with all the other attorneys in contested matters (besides your own attorney).
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.
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