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HOW TO JOIN PFAC

PFAC is a non-profit membership organization limited to individuals and organizations in the fiduciary industry. The membership categories include: General, Associate, Affiliate and Emeritus. Each category has unique requirements, specific applications and different dues prices.

Steps To Join:

  1. Review the membership categories and select the appropriate one for your situation. PFAC Membership All Categories & Qualifications Form
  2. Review the PFAC Code of Ethics.
  3. Review the Proration Of Membership Dues Chart 2014. The payment is due at the time of submitting an application.
  4. Complete the application and when you all the necessary documents, submit a complete application package. Send your package to:
    PFAC Membership, P.O. Box 52016 Irivine, CA 92619. Your membership application package must be complete before it will be considered by the membership committee.

Membership Applications: General Application   Associate Application   Affiliate Application

Once you have completed your application, you can either scan and email it to PFACadmin@pfac-pro.org or mail it to:

PFAC
P.O. Box 52016
Irvine, CA 92619

GENERAL (voting rights)
Annual Membership Fee: $350.00 - General Application
Individuals applying for General Membership shall have a Bachelor’s Degree from an accredited Institution and a minimum of two (2) years experience as a Professional Fiduciary (with a minimum of two (2) cases not related to the fiduciary), or an Associate Arts Degree from an accredited Institution and a minimum of four (4) years of experience as a Professional Fiduciary (with a minimum of two (2) cases not related to the fiduciary), or completion of the California State University certification program and four (4) years of experience (with a minimum of two (2) cases not related to the fiduciary). General Members are required to maintain their membership status by meeting the requirements listed after the Affiliate Membership.

ASSOCIATE (voting rights)
Annual Membership Fee: $275.00 - Associate Application
Associate Membership is designed for individuals who do not yet meet the qualifications for a General Membership, but who are actively pursuing a career as a Professional Fiduciary. Associate Membership is limited to five (5) years. Extensions and modifications to these provisions shall be at the discretion of the Membership Committee. Associate Members are entitled to use the name of the Association, its initials (PFAC), or logo in their professional activities. Associate Members are required to maintain their membership status by meeting the requirements listed after Affiliate Membership.

AFFILIATE MEMBERSHIP (non-voting rights)
Annual Membership Fee: $250.00; Organization Fee(up to 3 people): $500; Additional people above three are an additional $300 each - Affiliate Application
Consideration for Affiliate Membership is open to applicants who wish to further the goals of PFAC while working in a profession affiliated to the fiduciary industry. Affiliate members are not licensed fiduciaries. Affiliate members shall be entitled to use the title "Affiliate Member of PFAC," attend meetings, conferences, and receive mailings, excluding voting-members-only meetings. They will be listed as affiliates in the roster, but shall not use the PFAC logo in relation to their professional activities. Affiliate members are required to conduct themselves according to State requirements as well as to comply with the PFAC standards and ethics policies.

Requirements to Maintain Your PFAC Associate or General Membership:

Failure to comply with all requirements yearly or a breach of fiduciary duty as determined by this organization's Ethics Committee and later ratified by the Board of Directors, may result in automatic removal from PFAC's membership.