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. 

You can take the courses at your own speed as long as you stay within the enrollment criteria.

Before enrolling in the Pre-Licensing Education Program, make sure you meet the licensure requirements outlined in Business and Professions Code 6533.

Review the Program Curriculum

Self Study Recommendations For The Fiduciary Exam

PFAC Pre-Licensing Course Glossary
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:

The PFAC Pre-Licensing Education Program is intended to satisfy the 30-unit approved education requirement set by the Professional Fiduciaries Bureau. Intellectual content is that of the presenter. Video materials are the sole property of PFAC. No reproduction is allowed without the permission of PFAC. PFAC does not itself render legal, accounting, or other professional opinions. All content has been collected and presented with the best knowledge and intent possible. Completing the courses does not guarantee successful passing of the Professional Fiduciary exam nor does it guarantee a successful practice. The participant is responsible for studying relevant material and acquiring the knowledge needed for successful exam results.

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