Fabio
91 lines
6.7 KiB
Markdown
91 lines
6.7 KiB
Markdown
---
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type: "Bill"
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title: "Professional fiduciaries: prelicensing and renewal or restoration: education."
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description: "Existing law, the Professional Fiduciaries Act, provides for the licensure and regulation of professional fiduciaries and provides for the administration of those provisions by the Professional Fiduciaries Bureau, which is under the jurisdiction of the Department of Consumer Affairs. The act requires an applicant to complete 30 hours of prelicensing education courses provided by an educational program approved by the bureau as a condition of licensure. The act also requires a licensee to complete 15 hours of continuing education courses each year as a condition of license renewal or restoration."
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jurisdiction: "us/states/ca"
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legislature: "California Legislature"
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session: "20212022"
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identifier: "AB 465"
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citation: "California AB 465 (20212022)"
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classification: ["bill"]
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subjects: ["Professional fiduciaries: prelicensing and renewal or restoration: education."]
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status: "enacted"
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primary_sponsors: ["Nazarian"]
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version_count: 6
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action_count: 24
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vote_count: 6
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first_action: "2021-02-08"
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last_action: "2021-09-16"
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source: "openstates"
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source_identifier: "ocd-bill/fe4bb0f9-9c39-4921-b90d-611c8e15410b"
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source_url: "http://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=202120220AB465"
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source_hash: "33bd7d93906c43072119d737835353ac6884483a177695c300e74d5cd957a6cb"
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vintage: "2026-07-01"
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source_snapshot: "https://data.openstates.org/daily/2026-07-01/public.pgdump"
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retrieved_at: "2026-07-06"
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confidence: "reported"
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tags: ["legislation", "bill", "us-ca"]
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---
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# California AB 465 (20212022) — Professional fiduciaries: prelicensing and renewal or restoration: education.
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Existing law, the Professional Fiduciaries Act, provides for the licensure and regulation of professional fiduciaries and provides for the administration of those provisions by the Professional Fiduciaries Bureau, which is under the jurisdiction of the Department of Consumer Affairs. The act requires an applicant to complete 30 hours of prelicensing education courses provided by an educational program approved by the bureau as a condition of licensure. The act also requires a licensee to complete 15 hours of continuing education courses each year as a condition of license renewal or restoration.
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## Version chain
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The bill's text revisions, in order — the diff chain from filing to enrollment.
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1. **02/08/21 - Introduced** (filed) — [source](https://leginfo.legislature.ca.gov/faces/billPdf.xhtml?bill_id=202120220AB465&version=20210AB46599INT)
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2. **06/16/21 - Amended Senate** (committee substitute) — [source](https://leginfo.legislature.ca.gov/faces/billPdf.xhtml?bill_id=202120220AB465&version=20210AB46598AMD)
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3. **08/18/21 - Amended Senate** (committee substitute) — [source](https://leginfo.legislature.ca.gov/faces/billPdf.xhtml?bill_id=202120220AB465&version=20210AB46597AMD)
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4. **09/16/21 - Chaptered** (committee substitute) — [source](https://leginfo.legislature.ca.gov/faces/billPdf.xhtml?bill_id=202120220AB465&version=20210AB46595CHP)
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5. **AB465** (committee substitute) — [source](http://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=202120220AB465)
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6. **09/03/21 - Enrolled** (enrolled) — [source](https://leginfo.legislature.ca.gov/faces/billPdf.xhtml?bill_id=202120220AB465&version=20210AB46596ENR)
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## Votes
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- 3rd Reading AB465 Nazarian By Laird — **31–1** (pass) · upper
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- Do pass. — **14–0** (pass) · lower
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- Do pass and be re-referred to the Committee on [Appropriations] — **18–0** (pass) · lower
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- AB 465 Nazarian Assembly Third Reading — **69–0** (pass) · lower
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- Do pass, but first be re-referred to the Committee on [Appropriations] — **10–1** (pass) · upper
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- AB 465 Nazarian Concurrence in Senate Amendments — **72–0** (pass) · lower
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## Sponsors
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- Nazarian — primary (person)
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## Timeline
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The legislative action history — every referral, reading, and vote.
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- **2021-02-08** Read first time. To print. `reading-1`
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- **2021-02-09** From printer. May be heard in committee March 11.
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- **2021-02-18** Referred to Com. on B. & P. `referral-committee`
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- **2021-04-07** From committee: Do pass and re-refer to Com. on APPR. (Ayes 18. Noes 0.) (April 6). Re-referred to Com. on APPR. `committee-passage, committee-passage-favorable, referral-committee`
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- **2021-04-21** From committee: Do pass. (Ayes 14. Noes 0.) (April 21). `committee-passage, committee-passage-favorable`
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- **2021-04-22** Read second time. Ordered to third reading. `reading-1, reading-2`
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- **2021-05-03** Read third time. Passed. Ordered to the Senate. (Ayes 69. Noes 0. Page 1279.) `passage, reading-1, reading-3`
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- **2021-05-04** In Senate. Read first time. To Com. on RLS. for assignment. `reading-1`
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- **2021-05-12** Referred to Com. on B., P. & E.D. `referral-committee`
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- **2021-06-07** From committee: Do pass and re-refer to Com. on APPR. (Ayes 10. Noes 1.) (June 7). Re-referred to Com. on APPR. `committee-passage, committee-passage-favorable, referral-committee`
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- **2021-06-16** In committee: Set, first hearing. Hearing canceled at the request of author.
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- **2021-06-16** From committee chair, with author's amendments: Amend, and re-refer to committee. Read second time, amended, and re-referred to Com. on APPR. `amendment-introduction, amendment-passage, reading-1, reading-2, referral-committee`
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- **2021-06-30** In committee: Hearing postponed by committee.
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- **2021-07-15** From committee: Be ordered to second reading pursuant to Senate Rule 28.8. `committee-passage, reading-2`
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- **2021-08-16** Read second time. Ordered to third reading. `reading-1, reading-2`
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- **2021-08-18** Read third time and amended. Ordered to second reading. `amendment-passage, reading-1, reading-3`
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- **2021-08-19** Read second time. Ordered to third reading. `reading-1, reading-2`
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- **2021-08-30** Read third time. Passed. Ordered to the Assembly. (Ayes 31. Noes 1. Page 2228.). `passage, reading-1, reading-3`
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- **2021-08-31** In Assembly. Concurrence in Senate amendments pending. May be considered on or after September 2 pursuant to Assembly Rule 77.
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- **2021-09-01** Assembly Rule 77 suspended. (Ayes 58. Noes 17. Page 2625.)
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- **2021-09-01** Senate amendments concurred in. To Engrossing and Enrolling. (Ayes 72. Noes 0. Page 2642.). `amendment-passage, committee-passage-favorable`
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- **2021-09-08** Enrolled and presented to the Governor at 4:30 p.m.
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- **2021-09-16** Approved by the Governor. `executive-signature`
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- **2021-09-16** Chaptered by Secretary of State - Chapter 167, Statutes of 2021. `became-law`
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## Source
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OpenStates / OpenCivicData bulk snapshot [2026-07-01](https://data.openstates.org/daily/2026-07-01/public.pgdump); origin `ocd-bill/fe4bb0f9-9c39-4921-b90d-611c8e15410b`. Confidence: reported (aggregated from official California legislature records).
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