Arizona Professional Fiduciary License Requirements

A professional fiduciary in Arizona acts as a guardian, conservator, or in a similar capacity, to assist the vulnerable in making financial, medical, and other important life decisions. The Arizona Supreme Court has a Fiduciary Licensing Program to license these individuals.

You will have to take an exam to get this license. On the Fiduciary Licensing Program’s main page, you can search down to find a link to a study guide for this licensing test.

https://www.azcourts.gov/cld/Fiduciary-Licensing-Program

At the time of this post, the exam fee was $50, and the test is conducted in Phoenix, at the Arizona Supreme Court.

But even for those who can pass a test, not just anyone can get this Arizona license. You have to be at least 21 and have a high school diploma. And you can’t have a history of crimes or even civil liability on things such as fraud and theft.

You will need to meet one of various different combinations of education and work experience. As an example, if you have a bachelor’s degree, then one year of work experience in fiduciary relationships in the last 5 years is sufficient. Look at the application form to see the various other options. You can contact the Fiduciary Licensing Program for an application form or further instructions.

Arizona Supreme Court
Fiduciary Certification Program
1501 West Washington, Suite 104
Phoenix, Arizona 85007-3231
Telephone: (602) 452-3378
pfp@courts.az.gov

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