Mission Statement

The mission of the Professional Fiduciary Association of California is to advance excellence in fiduciary standards and practices.

Statement of Purposes - The purposes of the Professional Fiduciary Association of California are to:

  • Promote high standards of ethics and practice
  • Maintain high qualifications for membership
  • Require and provide continuing education
  • Enhance awareness of and respect for the Professional Fiduciary Association of California and its members
  • Contribute to the development and support of effective regulation, legislation and licensing
  • Promote communication among members to share resources
  • Mentor new members

Revised 02/25/2015

Professional Fiduciary Association of California™ Code of Conduct

Members of the Professional Fiduciary Association of California should:

  • Abide by the Professional Fiduciaries Act (California Business and Professions Code Sections 6500-6592) and the Act's implementing regulations (California Code of Regulations Sections 4400-4622), including the Professional Fiduciaries Bureau Code of Ethics.
  • Recognize that the client is the prime responsibility and strive to provide services which reflect respect for each client.
  • Not engage in any form of discrimination on the basis of race, color, sex, sexual orientation, age, religion, national origin or any other condition or status.
  • Manifest personal integrity, assume responsibility and accountability for individual judgments and maintain an attitude of fairness, honesty, respect, courtesy and good faith in all professional relationships.
  • Cooperate with colleagues to promote common professional interests and concerns and facilitate ethical and competent professional performance.
  • Seek and maintain competence in professional skills and seek to contribute to the ongoing development of the profession's body of knowledge.

Revised 02/25/2015

©2014 Professional Fiduciary Association of California. All Rights Reserved.

As adopted by the board 12/15/14 at noticed special board meeting

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