Types of Membership

Fiduciary Memberships

PFAC offers membership opportunities for fiduciaries as well as businesses supporting the fiduciary community.

Associate Membership

The Associate Membership is designed for the new fiduciary starting their professional practice. Applicants must be licensed. Associate Members must move to General Membership within five years. The annual membership fee is $275.

General Membership

General Members must be licensed professional fiduciaries with two or more non-family clients. The annual membership fee is $350.

Charter Membership

PFAC’s Charter Membership is exclusively for General Members who were founding members of the organization. The annual membership fee is $350.

Emeritus Membership

Retired General Members who have been recognized for their outstanding contribution to PFAC may be granted a lifetime Emeritus status. There is no annual fee for the Emeritus Membership.

Student Membership

The Student Membership is designed for people actively enrolled in a Professional Fiduciary education program approved by the Professional Fiduciaries Bureau. This could include California State University at Fullerton Extension, University of California at Riverside Extension, PFAC provided education or another approved educational institution. Student members must not yet be licensed or practicing under a licensing exemption. Approved Student Members may serve on PFAC Committees however they are not eligible to vote. Membership fee is $50 annually.

Retired Membership

The Retired Membership is designed for people who have practiced as a professional fiduciary and have elected to retire but would like to stay involved in PFAC and continue networking with their fellow professional fiduciaries. Retired members must have been an immediate past Associate Member or General Member and have an Inactive license status with the Professional Fiduciaries Bureau. Membership fee is $50 annually.

Service Provider Memberships

Affiliate Membership

The Affiliate Membership is designed for professional service providers to the fiduciary industry. This membership is designed for either an individual person or a business. The annual membership fee is $350.

Affiliate Corporate Membership

PFAC’s Affiliate Corporate Membership is designed for professional service providers to the fiduciary industry. This membership belongs to the corporation and includes multiple and changeable individuals representatives. The annual membership fee is $700 for up to three individuals.