PFAC Membership and Application Information
PFAC offers three membership types designed for individuals and organizations, with a range of membership benefits. Please review the following education and experience requirements to determine which membership is most appropriate for you or your organization. Please also review PFAC's By-Laws and Code of Ethics which are found under the "About Us" tab.
For your convenience, we now have fillable forms, which you can save and print for your files. Once completed, please save your application and email it as an attachment to Ellyse Dill at email@example.com.
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 Associate 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:
- Timely payment of annual dues.
- Earn fifteen (15) continuing education units (CEU) annually.
- Attend one (1) educational conference or a combination of three (3) regional or chapter meetings annually.
- Conduct yourself according to State requirements and comply with PFAC bylaws, standards, and code of ethics policies (your signed PFAC Annual Survey).
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.