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:

(a)      An applicable bachelor's degree (any B.Com or law degree, or a degree in actuarial sciences, accounting, investments, business management); or

(b)      An applicable advanced diploma (including Advanced Diploma in Estate and Trust Administration), or

(c)      An applicable postgraduate diploma (including Postgraduate Diploma in Financial Planning, Business Management, Accounting).

Direct admission to this qualififcation 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 Advanced Diploma in Estate and Trust Administration is on NQF Level 8. The SAQA ID is 96459.

Academic overview

The Postgraduate Diploma in Estate Planning comprises four modules. A brief summary of the four modules is given below. This diploma is offered only in English

 

Module combinations

Postgraduate Diploma in Estate Planning

LFPB5800:

Estate planning

and your choice between LFPR5800:

Personal financial risk management

or LFPA5800:

Asset types and investment planning



Important dates

Applications open: 1 June 2019

Applications close: 15 January 2020

Closing date for Registration: 31 January 2020
Contact details

Application information 
E: sfpl_appl@ufs.ac.za


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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