Professional Fiduciary Association of California

What Professional Fiduciary Association of California does

Professional Fiduciary Association of California (PFAC) is a 501(c)(6) non-profit professional association founded in 1995 and headquartered in Irvine, California. It serves over 700 members consisting of licensed professional fiduciaries, affiliate service providers, and aspiring fiduciaries across California, organized into Northern, Central, Southern, and San Diego regional chapters. PFAC co-sponsored the legislation that created California's Professional Fiduciaries Bureau and the Professional Fiduciaries Act, giving it structural influence over the state's fiduciary licensing regime.

The association's core products include the Fiduciary Academy (an on-demand continuing education platform with courses approved by the Professional Fiduciaries Bureau), a 30-unit Pre-Licensing Education Program that satisfies California's fiduciary exam requirements, and public-facing fiduciary and affiliate search directories. Supporting products include a mobile app for iOS and Android, the 31st Annual Conference (May 2026 in Sacramento), a Special Needs Planning Symposium (February 2027), and co-published publications such as the Conservatorship Handbook. Technology infrastructure consists of a website member portal, association management platform, course management system, and event registration — all operated by a 4–5 person business office.

PFAC's revenue model is diversified across recurring and transactional streams: annual membership dues ($50–$700 depending on tier), Fiduciary Academy course purchases ($50–$350 per course) and subscription plans ($237.50–$937.50), the $1,500 Pre-Licensing Program, conference registration and sponsorships, and publication sales. As a member-governed non-profit, it is controlled by an elected Board of Directors and the Executive Director (Amy Olsen) rather than external investors, with no subsidiaries, acquisitions, or funding rounds disclosed.

Name

Professional Fiduciary Association of California

Legal name

Professional Fiduciary Association of California

Website

https://pfac-pro.org

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

11–50 employees

Short description

PFAC is a 501(c)(6) non-profit professional association founded in 1995 serving 700+ licensed professional fiduciaries and affiliate service providers across California through continuing education, licensing exam preparation, advocacy, and networking.

Ownership category

akta.pro rank

Product category

Professional Association Services

NAICS

Business Associations (813910), Professional Organizations (81392), Professional Organizations (813920)

SIC

Services-Educational Services (8200), Miscellaneous Publishing (2741)

akta.pro primary industry

Professional Certification & Training Content Publishing (Exam Prep, CE/CPD) (MPAJACAL)

akta.pro secondary industries

Continuing Education (CE/CPD) & Provider Accreditation Bodies (EDADACAF), Finance, Accounting & Risk (CFA/CPA/FRM) Certifications (EDAAANAD), Financial Services & Insurance (FINRA, CFP, IAR, Insurance CE) (EDAAALAJ), Online/Distance Education Quality & Accreditation Bodies (EDADACAK)

Keywords

• Professional fiduciary services
• Continuing education programs
• Fiduciary licensing education
• Membership association services
• Estate management training

Headquarters

HQ city

Irvine

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Membership Dues: Annual membership fees from multiple membership categories including Fiduciary, Associate, General, Charter, Emeritus, Student, Retired, Affiliate, and Affiliate Corporate memberships. Annual fees range from $50 (Student/Retired) to $700 (Affiliate Corporate).
2. Fiduciary Academy Courses: Individual course purchases and subscription service for continuing education units. Courses are approved for CE and MCLE credits. Pricing ranges from $50-$350 per course for members and non-members.
3. Pre-Licensing Education Program: Comprehensive 30-unit program satisfying licensing requirements for the Professional Fiduciary exam in California. Full program enrollment for PFAC students costs $1,500, including student membership for one calendar year.
4. Subscription Service Plans: Annual subscription plans for CE units ranging from 5 units ($237.50) to 25 units ($937.50), with validity periods of 1-2 years depending on plan tier.
5. Annual Conference: Registration fees for the 31st Annual Conference (May 27-30, 2026 in Sacramento, CA) with member and non-member pricing, plus sponsorships.
6. Publications: Sale of the Conservatorship Handbook (published in partnership with California Judicial Council) for $20 per printed copy.

Pricing tiers

Go-to-market motion3 records

Distribution channels6 records

Marketing channels9 records

Core offering

PFAC is a 501(c)(6) non-profit professional association that serves licensed professional fiduciaries in California through annual memberships, continuing education (Fiduciary Academy), a 30-unit Pre-Licensing Education Program for exam candidates, the Annual Conference and Special Needs Planning Symposium, a public-facing fiduciary and affiliate search directory, a mobile app, and legislative advocacy. Its core deliverables are professional development, licensing support, peer networking, and regulatory advocacy for the fiduciary profession across California.

Product overview

The Professional Fiduciary Association of California operates a membership-based organization offering professional development and educational services for professional fiduciaries. The core offerings include the Fiduciary Academy (an online education platform), the Pre-Licensing Education Program, and the Fiduciary Academy Subscription Service. Additional services include a mobile app for on-the-go access, fiduciary and affiliate search directories, annual conferences and the Special Needs Planning Symposium, and the Handbook for Conservators publication. These products serve professional fiduciaries seeking licensure, continuing education, and networking opportunities in California.

Differentiator

Problem solved

Functional benefit

Brands

• Fiduciary Academy: Comprehensive online, on-demand education platform for professional fiduciaries offering continuing education credits approved by the Professional Fiduciaries Bureau of California and PFAC
• PFAC Pre-Licensing Education Program
• PFAC Mobile App

Products and services

• PFAC Membership Tiered annual membership program for California professional fiduciaries and affiliate service providers, with categories including Fiduciary ($275–$350/year), Student ($50), Retired ($50), Affiliate ($350), and Affiliate Corporate ($700/year covering up to 3 representatives). Membership provides access to peer networking, regional chapters, referral networks, legislative advocacy, mobile app, member directory, professional liability insurance discounts, and CE-eligible Fiduciary Academy content.
• Fiduciary Academy

Quantifiable outcome

• Over 700 licensed professional fiduciaries served as members
• +2 more outcomes

Named customers2 records

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Ten partnerships are on record, tiered core and minor.

• Probate Attorneys of San DiegocoreStrategic or Co-development PartnerProfessional association of probate attorneys providing legal expertise to the fiduciary community. Partnership supports professional fiduciaries in San Diego region with legal resources and referrals.
• Aging Life Care AssociationcoreStrategic or Co-development PartnerNational organization supporting care managers. Partnership provides PFAC members access to care management expertise for clients with aging-related needs.
• Seniors at Home (JFCS)minorStrategic or Co-development PartnerJewish Family Service program providing in-home support services for seniors. Partnership facilitates referrals and coordinated care for senior clients.
• USC Gould School of LawcoreStrategic or Co-development PartnerUniversity of Southern California law school. Partnership provides educational resources, potential speakers, and academic credibility for fiduciary education programs.
• National Alliance on Mental Illness (NAMI) CaliforniaminorStrategic or Co-development PartnerMental health advocacy organization. Partnership supports fiduciaries working with clients affected by mental illness, providing resources and expertise.
• National Guardianship AssociationcoreStrategic or Co-development PartnerNational organization establishing standards for guardianship practice. Partnership provides standards, certifications, and professional development resources.
• Special Needs Trust SymposiumcoreStrategic or Co-development PartnerAnnual symposium dedicated to special needs trust administration and planning. PFAC co-hosts/co-promotes the symposium providing education for fiduciaries involved in special needs trust work.
• LA Special OlympicsminorStrategic or Co-development PartnerAthletic organization serving individuals with intellectual disabilities. Partnership supports community outreach and social impact initiatives.
• Professional Fiduciaries Bureau of CaliforniacoreStrategic or Co-development PartnerState regulatory agency under California Department of Consumer Affairs. PFAC's Fiduciary Academy courses are approved for continuing education credits by the Bureau. Partnership ensures education meets regulatory standards for license renewal.
• California Judicial CouncilcoreStrategic or Co-development PartnerAdministrative arm of California courts. PFAC partnered with the Council to make the Conservatorship Handbook available to members and the public through PFAC's website.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Aging Life Care Association: National organization supporting geriatric care managers who often work alongside professional fiduciaries. Comparable in being a membership association for professionals serving aging and vulnerable adults, with educational programming and member directories.
• Financial Planning Association: National membership association for CFP professionals, many of whom serve as fiduciaries or work closely with professional fiduciaries. Comparable in operating a member-based organization with CE, advocacy, and member directories.
• National Association of Personal Financial Advisors (NAPFA): Membership organization for fee-only financial advisors, many of whom serve in fiduciary capacity for clients. Comparable in being a professional association with a member directory, advocacy, and ongoing education requirements.
• American College of Trust and Estate Counsel (ACTEC): Invited fellowship of trust and estate attorneys who advise fiduciaries and serve in fiduciary roles. Comparable as an elite professional association with education, publications, and standards for fiduciary-adjacent practitioners.
• National Academy of Elder Law Attorneys (NAELA): Member organization for attorneys and professionals serving older adults and people with disabilities. Comparable in serving fiduciaries' adjacent professional community with advocacy, education, and member resources.
• National Guardianship Association: National membership organization establishing standards for guardianship practice. Directly comparable as a professional association serving fiduciaries and guardians, with overlapping CE offerings and policy advocacy; operates nationally rather than at the state level.

Regional players

• California State Bar - Trusts and Estates Section: State-level section of the California Bar focused on trust and estate law, serving attorneys who interact with professional fiduciaries. Comparable as a California-specific professional body providing education, advocacy, and resources to fiduciary-adjacent practitioners.

Others

• California Judicial Council: Administrative arm of California courts and PFAC partner on the Conservatorship Handbook. Comparable as a court-affiliated body whose rulemaking and publications shape fiduciary practice and education in the state.
• Professional Fiduciaries Bureau of California: California state regulatory body that licenses professional fiduciaries. Comparable as a key stakeholder ecosystem participant that regulates the licensee base PFAC serves, and approves PFAC's CE courses.

Emerging players

• Special Needs Trust Symposium: Annual symposium co-promoted with PFAC dedicated to special needs trust administration. Comparable in offering fiduciary-focused education and networking in the special needs segment, with a narrower scope than PFAC's full program.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/PFACalifornia
• Facebookfacebook.com/PFACalifornia
• LinkedInlinkedin.com/company/professional-fiduciary-association-of-california-pfac

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Professional Fiduciary Association of California