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School of Financial Planning Law: Advanced Diploma in Estate and Trust Administration

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 advanced diploma is the only programme currently endorsed by the Fiduciary Institute of Southern Africa as a relevant qualification to be awarded the FPSA® designation. If a student passes these programmes, they will not be required to write the FPSA Board Examinations, should they want to apply for FPSA® status. The passing of this programme will automatically award a candidate two of the four requirements to obtain their FPSA status, namely the academic and examination requirements.

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 July 2016-20 January 2017

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

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