Adv Diploma in Estate and Trust Administration

Postgraduate Diploma in Estate Planning

Postgraduate Diploma in Investment Planning

Postgraduate Diploma in Financial Planning

Abbreviation

Adv Dip (Estate and Trust Administration)

PG Dip (Estate Planning)

PG Dip (Investment Planning)

PG Dip (Financial Planning)

Code Plan

BD320300

BC256000

BC356200

BC350000

Professional Affiliation

FISA - FPSA® and TEP

None

None

FPI – CFP®

NQF Level

Level 7

Level 8

Level 8

Level 8

Admission Requirements

Relevant Bachelor’s Degree or Diploma.

 

Relevant Degree / Diploma with 360 credits (NQF level 6) – Law or fiduciary services related.

Relevant Bachelor’s Degree or Advanced Diploma.


Work experience is recommended in the area of specialisation.

 

Relevant Degree – Law, B.Com (economics, accounting, business management, investments banking), Actuarial Sciences, BSc Maths.

Relevant Bachelor’s Degree or Advanced Diploma.


Work experience is recommended in the area of specialisation.

 

Relevant Degree – Law, B.Com (economics, accounting, business management, investments banking), Actuarial Sciences, BSc Maths.

Relevant Bachelor’s Degree or Advanced Diploma.

 






Relevant Degree – Law, B.Com (economics, accounting, business management, investments banking), Actuarial Sciences, BSc Maths.

Content

 

Four Compulsory Modules:

Regulatory Environment, Trust Administration,

Will Drafting and Estate Planning, and

Estate Administration

One Compulsory and One Elective Module.

Compulsory Module:

Estate Planning,

Elective Modules:

Personal Financial Risk Management,

or

Asset Types and Investment Planning

Two Compulsory Modules:

Asset Types and Investment Planning, and

Principles of Portfolio Planning and Management

Four Compulsory Modules:

Regulatory Environment, Personal Financial Planning, Corporate Financial Planning, and Financial Planning Case Study

 

Module Codes

REEN1700 – Regulatory Environment

ADDE1700 – Administration of Deceased Estates

TRAD1700 – Trust Administration

EPDW1700 – Estate Planning and Drafting of Wills

LFPB5800 – Estate Planning

LFPA5800 – Asset Types and Investment Planning

LFPR5800 – Personal Financial Risk Management

LFPA5800 – Asset Types and Investment Planning

LFPF5800 – Principles of Portfolio Planning and Management

LFPE5800 – Financial Planning Environment

LFPP5800 – Personal Financial Planning

LFPC5800 – Corporate Financial Planning

LFPS5800 – Case Study

Recognition of Prior Learning

Yes

No

No

Yes

Duration

Min one year

Max two years

 

Min one year

Max two years

 

Min one year

Max two years

 

Min one year

Max three years

 

FACULTY CONTACT

T: +27 51 401 2451
F: + 27 51 401 3043

E: law@ufs.ac.za

Equitas Building
UFS Bloemfontein Campus

Law photo for next to contact block

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