Application

General Member (voting rights)

Annual Membership Fee: $350.00 Qualification and admission as a General Member recognizes the achievement of extensive experience and expertise in fiduciary management and practice. General Members are highly respected members of the profession and are recommended for recognition as such by peers and professional colleagues who have personal experience with the level of professionalism and mastery demonstrated by the General Member. General Members maintain high standards of practice, continuing education, leadership in the community and may mentor Associate Members. General Members are entitled to use the PFAC logo identifying them as General Members. Individuals applying for General Membership shall have:
  • A Bachelor’s Degree from an accredited Institution and a minimum of two (2) years’ experience as a Professional Fiduciary (with a minimum of two (2) cases not related to the fiduciary);
  • Or, an Associate Arts Degree from an accredited Institution and a minimum of four (4) years of experience as a Professional Fiduciary (with a minimum of two (2) cases not related to the fiduciary);
  • Or, completion of the California State University certification program and four (4) years of experience (with a minimum of two (2) cases not related to the fiduciary).

Associate Member (voting rights)

Annual Membership Fee: $275.00 Associate Membership is designed for individuals who do not yet meet the qualifications for a General Membership, but who are actively pursuing a career as a Professional Fiduciary. Associate Membership is limited to five (5) years. Extensions and modifications to these provisions shall be at the discretion of the Membership Committee. Associate Members are entitled to use the name of the Association, its initials (PFAC), or logo in their professional activities. Associate Members are required to maintain their membership status by meeting the requirements listed after Associate Membership.

Charter Member (voting rights)

Annual Membership Fee: $350.00 Reserved for founding members of PFAC.

Emeritus Member (voting rights)

Annual Membership Fee: $0 Emeritus membership is reserved for retiring members who have made a significant contribution to PFAC or to the fiduciary profession. These memberships are awarded by written request by the board of directors.

Thanks for making the 23rd Annual PFAC Educational Conference a success!

Visit the Conference Website

How Professional Fiduciaries Change Lives