The purpose of this qualification is to provide students with an academic qualification and the necessary skills to become experts in the field of estate planning. Graduates will be able to provide leadership and expert advice in a multitude of financial and legal contexts, e.g., providing advice to Boards of Trustees and to employees about legislative issues surrounding the estate planning industry. This qualification will also open doors to further study opportunities for individuals working in this specific environment, but who lack formal qualifications.
The Postgraduate Diploma in Estate Planning intends to deliver practitioners who can act ethically and professionally, think analytically, communicate with relevant role players in the industry, interact effectively with members of the public and evaluate and apply relevant information in legislation, literature and secondary data sources to specific practical scenarios.
Outcomes
The exit-level outcomes for this diploma state that the student will have to demonstrate the ability to:
- Explain and apply relevant legislation and principles of ethics in the estate planning industry;
- Understand and apply all the legislative and industry-specific requirements to effectively draft all documentation relevant to the estate planning industry;
- Demonstrate an advanced understanding of the theoretical framework, key concepts and core legal rules and principles of all areas of the estate planning industry; and
- Apply the required theoretical legal knowledge and skills to practical administration processes.
Admission requirements
For admission to the Postgraduate Diploma in Estate Planning, one of the following is required:
- An applicable bachelor's degree (any B.Com or law degree, or a degree in actuarial sciences, accounting, investments, business management); or
- An applicable advanced diploma (including Advanced Diploma in Estate and Trust Administration), or
- An applicable postgraduate diploma (including Postgraduate Diploma in Financial Planning, Business Management, Accounting).
Direct admission to this qualification without a Postgraduate Diploma in Financial Planning and three years’ relevant work experience is not recommended.
Duration of studies
The minimum duration of the course is one year. Students must complete both modules for this diploma. Students do not have to register for all the modules simultaneously; they have two years to complete the diploma.
The Postgraduate Diploma in Estate Planning is on NQF Level 8. The SAQA ID is 96459.
Academic overview
The Postgraduate Diploma in Estate Planning comprises two modules. A brief summary of the modules is given below. This diploma is offered only in English.
| | Module combinations |
| Postgraduate Diploma in Estate Planning
| LFPB5800: Estate planning The student must be able to apply legal and tax solutions in the areas of accumulation, conservation and distribution planning. Students will be able to explain, understand and apply the objectives of estate planning and the estate planning process. Students will understand that estate planning is a holistic study with many varying but interlinking components and that all of these components must be considered and addressed to produce an effective and practical estate plan. and
LFPR5800: Personal financial risk management
Students must be able to apply a risk-based approach to distinguish between different levels of risk. They will be able to use a methodology in identifying, evaluating and selecting appropriate risk handling methods to mitigate risks. Students will be proficient in applying the principles and methodology of personal risk management. Students will be able to differentiate between the creation and preservation of wealth. Students will understand the legal and regulatory environment pertaining to risk management.
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To view a short video that provides an overview of the programme, click here
Important dates
Applications open: 1 June 2023
Applications close: 15 January 2024
Closing date for Registration: 15 February 2024
Application information
Applications, admissions and registrations
E: sfpl_appl@ufs.ac.za
General enquiries
If your surname starts with the letter A-H:
Jaqueline Badenhorst
badenhorstje@ufs.ac.za | +27 51 401 2823
If your surname starts with the letter I-N:
Julia Molete
moletemj@ufs.ac.za | +27 51 401 2823
If your surname starts with the letter O-Z:
Joyce Leeuw
leeuwj@ufs.ac.za | +27 51 401 2823