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:


This course will teach you about Tax Returns and Records Retention for Fiduciaries. 1.0 CE Units are awarded for this course.
This presentation will cover the basics of setting up a client file. 1.0 CE Units are awarded for this course.
The presenters will describe the new law and how it provides additional financial resources to beneficiaries to achieve independence. 1.0 CE units are awarded for this course.
Many of your clients may need additional help beyond what their resources can provide. 1.0 CE Units are awarded for this course.
Review of California labor law and common pitfalls to avoid as a fiduciary. 1.0 CEU awarded for this course.
This presentation analyzes the legal guidelines and parameters of the Private Professional Fiduciary... 1.0 CE Units are awarded for this course.
Dr. Jonathan Canick, Ph.D., will be presenting educational information to help fiduciaries more deeply understand the neuropsychological capacity approach. 2.0 CEUs are awarded for this course.
Tamila’s presentation discusses the interplay between conservatorship and the marital relationship. 1.5 CE/MCLE units are awarded for this course.
Identifying, managing and selling assets is one of a fiduciary’s most important, sophisticated and closely scrutinized duties. 1.25 CE units are awarded for this course.
This program will review California’s recently enacted version of the Uniform Trust Decanting Act. 1.5 CE Units will be awarded for this course.
Judith Pearson Judith is a seasoned insurance and risk management expert who leads the Family Office & Trustee Liability Resource Group at Woodruff Sawyer. 1.0 CEU awarded for this course.
Learn about entities from two points (1) how to administer an entity as part of an estate/trust; and (2) entity choices when establishing a fiduciary business and their tax treatment/advantages.
Ethical canons expressly require professional fiduciaries make decisions about “best interests” through the prism of their clients’ known ethnic, religious, social, and cultural values. 1.0 CE Units are awarded for this course.
Through interactive case studies, this panel demonstrates how Professional Fiduciaries can team up with an Aging Life Care Manager and trusted counsel to develop solutions to tricky family situations. | 1.5 CEU