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.
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. A benefit for PFAC members only.
Subscription Service Options
** Please remember that the subscription service is for CE hours.
- Five (5) Continuing Education Units. Good for one (1) year from the purchase date listed on your invoice – $237.50
- Ten (10) Continuing Education Units. Good for one (1) year from the purchase date listed on your invoice – $450.00
- Fifteen (15) Continuing Education Units. Good for one (1) year from the purchase date listed on your invoice– 637.50
- Twenty (20) Continuing Education Units. Good for two (2) years from the purchase date listed on your invoice – $800.00
- 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:
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.
Probate code requirements and procedures for real property sales in conservatorships, probate estates and trusts
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 Units are awarded for this course.
This course will discuss the fundamental financial management obligations of trustees and fiduciaries under the Uniform Prudent Investor Act. 1.5 CE Units are awarded for this course.
When taking over legacy assets or monitoring existing portfolios, the ability to properly read investment statements will give significant information to fulfill the duty to monitor.
Summarize Best Practices Guidelines for Selling Real Estate during COVID-19. 1.0 CE Units are awarded for this course.
Lessons learned on my 22 year journey of prosecuting serious elder abuse cases.
What Is in the Documents? What Is in the Estate? Are There Other Sources of Funding and Payment? | 3.0 CEU
Administering an SNT when a beneficiary has a mental illness is one of the most challenging tasks a professional will undertake. 1.5 CE Units are awarded for this course.
Explores a variety of methods to control disagreements between beneficiaries over the division of personal belongings.
The presentation will convey a working knowledge of income, estate, gift and property tax issues that arise in trust administration cases following the death of the trustor(s).