Advanced Diploma in Estate and Trust Administration

The School of Financial Planning Law at the University of the Free offers students the unique opportunity to attain the necessary academic qualification and skills to become fiduciary practitioners who will be able to provide advice on a multitude of platforms including administration of trusts, estate planning, administration of deceased estates, drafting of wills and legislative issues surrounding the fiduciary services industry. 

This programme is the only programme that is currently endorsed by the Fiduciary Institute of Southern Africa (FISA) as a relevant qualification to be awarded the FPSA® designation and it is the only qualification that is currently accepted by FISA as examination requirement to apply for FPSA® status.

The Advanced Diploma in Estate and Trust Administration has also been recognised as meeting STEP’s requirements to become a full STEP member, known as a TEP making it the only South African accredited Diploma of this global professional association. The STEP global network is made up of more than 20,000 practitioners across 95 countries, bringing together lawyers, accountants, trustees, and other specialists. Full STEP members, known as TEPs, are internationally recognised as experts in their field, with proven qualifications and experience.



Advanced Diploma in Estate and Trust Administration (NQF 7)

This course is offered online at NQF 7, and has a duration of 1 year.

Modules

  • Regulatory Environment
  • Administration of Deceased Estates
  • Trust Administration
  • Estate Planning and Drafting of Wills

Application period: 1 June 2018 - 15 January 2019

Admission requirements: A full NQF level 6 in any field relating to or containing subject matter of Estate Administration, Trust Administration, Financial Planning, or Estate Planning.

For admission to the Advanced Diploma in Estate and Trust Administration, one (1) of the following is required:
(a)    An applicable Bachelor’s Degree, or
    Any B.Com degree, Law degree, Actuary, Accounting, Investments, Business Management.  
(b)    An applicable Diploma or Advanced Diploma, or Advanced Diploma in Estate Planning, Tax, Trusts, Trust Administration on a NQF level 6 with minimum total credits of 360.
(c)    a student, with the consent of the Dean, at the recommendation of the Education Committee (appointed by the School for Financial Planning Law), in consultation with the Registrar, can also be admitted on the basis of a qualification they regard as equivalent or on condition that the student, in some other way, achieved a standard of competence which they regard as adequate for purposes of the study.
This is the RPL process.  For students with a relevant and complete level 5 or 6 qualification, (certificates in financial planning or wealth management), with 5 and 3 years relevant (FINANCIAL PLANNING or FIDUCIARY SERVICES) experience.  Please refer to the RPL centre.

Contact details

Application information :
Email : sfpl_appl@ufs.ac.za

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


FACULTY CONTACT

Mrs Sophie Maasdorp
T: + 27 51 401 2451
F: + 27 51 401 3043

E: law@ufs.ac.za

Equitas Building
UFS Bloemfontein Campus

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