PROFESSIONAL FIDUCIARY ASSOCIATION OF CALIFORNIA
Education, Advocacy and Advancement for Professional Fiduciaries
Our General Membership is designed for licensed professional fiduciaries with two or more non-family clients.
Requirements to join include the following and are a part of the online application process. Please be prepared with these items prior to filling out the application. You cannot save the application and return to it later.General Membership Application Requirements:
- Complete the online Membership Application;
- Submit three professional references:
- Submit three professional references must be able to attest to your work as a fiduciary or in a professional capacity. (Please do not submit references from persons who are related to you.)
- Please send the link below to your references:
https://pfac.memberclicks.net/2022_reference
- Scan and upload your current state issued driver’s license or identification card;
- Write an essay of 250 words or less answering the question, “Why would you like to join PFAC?”;
- Submit your current professional resume;
- General Membership applicants must meet at least one of the following three conditions:
- Condition 1:
Bachelor’s Degree from an accredited institution
A minimum of two (2) years of experience as a Professional Fiduciary
- At least two (2) cases who are not relatives of the fiduciary
- Condition 2:
Associate of Arts Degree from an accredited institution
A minimum of four (4) years of experience as a Professional Fiduciary
- At least two (2) cases who are not relatives of the fiduciary
- Condition 3:
A minimum of four (4) years of experience as a Professional Fiduciary
- At least two (2) cases who are not relatives of the fiduciary
Education requirement for condition 3:
- Completion of a licensed college, university, extension or vocational fiduciary program course of study that requires passing grade testing and leads to the school’s certificate program diploma;
- Evidence of qualification as a Certified Trust and Financial Advisor under the American Banking Association;
- Equivalent experience assessed and approved by the majority of the Corporation Board of Directors in relation but not limited to a combination of the following:
- Acting as a trustee or co-trustee
- Acting as named executor or administrator
- Acting as a conservator or guardian of the person and/or the estate
- Acting as a representative payee authorized by the Social Security Administration and Veterans Administration
- Acting under a durable power of attorney for finances or for health (Advance Directive)
- Acting in a decision-making capacity with signing authority for bank, brokerage, real estate and court petitions – such as a bank trust officer or officer of the public guardian, public administrator, or public conservator
- At least two (2) cases who are not relatives of the fiduciary
Education requirement for condition 3:
- Condition 1:
Bachelor’s Degree from an accredited institution
A minimum of two (2) years of experience as a Professional Fiduciary
*** Membership renewal continuing education requirements, have changed. The applicant will now confirm/acknowledge that they have completed any and all continuing education requirements required in connection with their professional license renewal issued either through the Fiduciary Bureau or other agency that qualifies Applicant to act as a Professional Fiduciary.
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