This program provides the necessary 30 units of approved education to satisfy the licensing requirement for the Professional Fiduciary exam in California. While the courses contained in this program correspond with the core competencies prescribed by the Center for Guardianship Certification, PFAC recommends that students review the Core Competencies and employ self-study to cover all relevant information. Some helpful Self Study Resources are outlined below along with corresponding links. This program is self-paced and self-directed.
Enrollment Options
Full Program – PFAC Student: $1,500
Includes all courses in the curriculum outline. Must be completed within a 36-month period. Includes student membership in PFAC (upon approval) for one calendar year. Student members of PFAC enrolled in the Pre-Licensing Program must take a minimum of one course per quarter in order to stay enrolled. Includes California Exam Review Course (4 hours) either in person or digital.
You can take the courses at your own speed as long as you stay within the enrollment criteria.
Review the Program Curriculum
Self Study Recommendations For The Fiduciary Exam
National Certified Guardian Study Guide
California Core Competencies
Professional Fiduciaries Act
California Probate Code
PSI Exams Study Guide
Handbook for Conservators
For more information on becoming a California licensed Professional Fiduciary, view the short video below:
