Welcome to the PFAC Fiduciary Academy
Fiduciary Academy is an online, on-demand education platform. It enables enrollees to access various educational opportunities approved for continuing education credits by both the Professional Fiduciaries Bureau of California and PFAC. Credits may be used toward professional fiduciary license and PFAC membership renewals.
PFAC members - $45 per CEU
Non Members - $65 per CEU
How to Enroll
Fiduciary Academy courses are administered by PFAC partner, BizVision. Each course description includes a link for enrollment. The link will take you to the BizVision site which provides convenient directions on how to register and pay for the course.
Fiduciary Academy students are required to complete attendance verification processes during the course and to complete an evaluation at the end of the course. Once a course is completed, students are issued a certificate containing their CEU verification.
PFAC members wishing to have their CEU added to their member profile, should email a copy of their certificate to PFACAdmin@pfac-pro.org
Fiduciary Academy Courses:
2017 Q4 - COURSES
Deconstructing the Neuropsychological Exam
Eric J. Freitag, PsyD., FACPN - Mt. Diablo Memory Center
1.0 CEU - Person
$45.00 PFAC Member / $65.00 Non Member
About Eric J. Freitag
Dr. Freitag is a licensed clinical psychologist and board certified neuropsychologist. His clinical expertise includes assessment and treatment of dementia, traumatic brain injury, and sport concussion. He is a diplomate of the American Board of Professional Neuropsychology, past president of the Northern California Neuropsychology Forum and co-director of the UCSF Benioff Children’s Hospital Oakland Sport Concussion Program.
Participants will gain a better understanding of the critical components of a neuropsych exam by answering several questions: What are the domains of cognitive functioning included in an exam; how is data used for diagnosis and treatment planning; how can this information help patients and families; what is the difference between a clinical and medical/legal evaluation.
The ABLE Act: What You Need to Know
Stephen W. Dale, Esq. LL.M - The Dale Law Firm
Jennifer L. Steneberg, Esq. - The Dale Law Firm
1.0 CEU - Trusts
$45.00 PFAC Member / $65.00 Non Member
About Stephen Dale
Mr. Dale is a disability rights advocate and spends much of his time attending disability rights activities, including legislative hearings and serving on boards and committees of disability-rights organizations. In addition he regularly teaches courses to the public, financial professionals, and other attorneys on special needs trusts and trust administration. His main focus is on achieving independence while maintaining essential government benefits. His courses have received accreditation by the California Department of Insurance and the California State Bar. Mr. Dale is the recipient of the 2010 Theresa Foundation Award and the 2007 NAELA Powley Award. He is also a long standing member of the Special Needs Alliance, a national, not for profit organization of attorneys dedicated to the practice of disability and public benefits law.
About Jennifer Steneberg, Esq.
Jennifer L. Steneberg joined the Dale Law Firm as an associate attorney in February 2008. Jennifer graduated with honors from the Golden Gate University School of Law in May 1999, where she also earned a Public Interest Law Certificate. Jennifer’s personal and professional commit to advocating for persons with disabilities is long established, and she has spent much of her adult life working in the area of disability rights. Prior to joining the Dale Law Firm, Jennifer practiced disability civil rights law where she represented persons with disabilities in their fight to end discrimination, and in her pre-legal professional life, Jennifer spent fourteen years serving as a Congressional aide focusing on disability-related policy issues.
The presenters will describe the new law and how it provides additional financial resources to
beneficiaries to achieve independence. They will discuss how the Able Act works, restrictions
and rules. They will provide examples of how beneficiaries who are on government benefits
can use funds from both an Able Account and a Special Needs Trust to supplement their government
benefits providing them with a higher quality of life.