Welcome to PFAC!

If you are new or working through your coursework here is some helpful information:

To access your Pre-licensing Course please do the following:

1. Go to www.pfac-pro.org and click on Member Login
2. Under your name badge click on the last blue link “my Fiduciary Academy” (do not click  on the blue box to the right)
3. Once into the Fiduciary Academy click on LOGIN at the top right. If you are already logged in it will say “MY ACCOUNT’
4. Click on My Account and the click on My Courses
5. ONLY click on Professional Fiduciary Pre-licensing Program (you will see many courses in your account but DO NOT click on any of those. Only click into your pre-licensing course. If you go into the individual courses you will not get credit)

When you login to take your courses remember to always click on the My Account link at the top right and then go into My Courses. From there ALWAYS click into the Professional Fiduciary Pre-Licensing Education Program course. You will see other courses added to your My Courses, but you must go into the main course to get credit.  Please note that in your course outline you will receive a check mark after the course (next to the paperclip symbol in our course outline) which indicates to us that you have taken the course. You may get a certificate for some courses in the My Certificate area but please note that not all classes issue a certificate. We only look for the check mark and once you have completed them all we will issue you your 30-hour certificate of completion.

As a pre-licensing student with PFAC you can take all classes on demand except the Investing 101 course. It is the only course that is a live webinar.

This course is offered every 2 to 3 months. We will always send you the registration link a few times when this live Investing 101 webinar is available. 

You will need to send the NGA Fundamentals certificate to brad@pfac-pro.org once completed

There is course which is called, “NGA Fundamentals,” that you will need to take through NGA. Please note that the link to this course can be accessed through your student portal. Use the discount code: PFAC. Once you take this NGA courses (which is the 2nd course in your curriculum), you will then need to send the certificate to brad@pfac-pro.org. Please note: You will need to reach out to NGA and ask them to send you the PDF certificate. Here is their website: www.guardianship.org. They say they could take 3-5 business days. 

How long do I have to complete the course?

As a reminder, you have 3 years to complete the pre-licensing course from the time you registered. Most students complete the program within 2-9 months and some even longer.

What does PFAC look for to see that I have completed the courses?

We look for a check mark after you complete a course which will appear after each of the titles of the courses below. Please ONLY click into this course and not into individual courses. If you do you will not get a check mark.

Reminder

1. You paid $1,380 of $1,500 to PFAC. The other $120 will be paid directly to NGA through your coursework.
2. Once you have check marks after all courses, sent the NGA Fundamentals certificate to us, and complete the live webinar "investing 101" we will send you your final 30 hour certificate which you can then use to take the state exam.

After you complete your coursework you can use the following items to help study for your test:

• Click here if you are interested in taking the California Fiduciary Exam Review Course to help you study.

Additional Resources for Self Study:

• National Certified Guardian Study Guide
• California Core Competencies
• Professional Fiduciaries Act
• California Probate Code
• PSI Exams Study Guide
• Handbook for Conservators

If you would like to order a printed copy of the Handbook for Conservators ($20) through PFAC, please Click Here.