"Fulfilling our mission through programs and policies"

  • Ensuring the highest standards of ethics and practice
  • Establishing comprehensive statewide certification
  • Maintaining high qualifications for membership
  • Requiring the continuing education of members
  • Promoting communication among members to share resources
  • Mentoring of new members by established members
  • Contributing to the development of effective regulation and legislation
  • Enhancing awareness of and respect for the Professional Fiduciary Association of California

Bylaws