Professional Certificate in Estate and Trust Administration

Date: Feb 1, 2021 - Aug 17, 2021

Application fee: R450.00

Once-off: R11,950.00

This professional certificate covers the planning and administration of estates, including insolvent estates, incorporating deceased estate administration procedures, the functions of the Master of the High Court, intestate and testate succession, the law of trusts, sequestration and its consequences, and to wind-up both deceased and insolvent estates of individuals and corporates. The course will also equip participants with the theoretical and practical knowledge required to effectively use trusts and other vehicles in estate planning.

Course overview

After an induction and orientation session the fundamentals of administration of estates and trusts are covered including:

  • The Estates Landscape.

  • Trust Law and Practise.

  • Donation Tax and Estate Duty

  • Estate Planning.

  • Administration of deceased estates.

Course delivery

This professional certificate is delivered by The Tax Faculty through the virtual campus and webinar platforms. Each chunk follows a specific learning methodology which bridges the gap between theory and successful practical application. Three formal assignments will integrate a number of the modules and topics, whilst the final intergrated exam will examine the full syllabus

Admission requirements

A minimum of a senior certificate with a basic understanding of taxable income and appropriate experience in administration of estates.

Flexible payment options

Payment option 1: Once-off payment
Total: R11 950.00 (incl. VAT).

Payment option 2: Debit order

Application fee (non-refundable): R450.00 (incl. VAT).

Seven instalments: R1 790.00 per month (incl. VAT).
Total: R12 530.00 (incl. VAT).

*The first debit order will run on the course start date and then on the first of every following month.

Payments and cancellations

  • All required minimum payments must be made by direct EFT or by credit card before the commencement of a course.
  • Kindly note that should debit order payment terms not be adhered to; legal action will be taken.
  • Proof of payment may be requested before access to the iLearn platform will be communicated, should your payment not reflect on The Tax Faculty’s bank account.
  • Only written notice of cancellation will be accepted.


  • If the cancellation is requested more than 10 working days prior to the course, no cancellation fee will be applicable.
  • If the cancellation occurs less than 10 working days prior to the event a 100% cancellation fee will be applicable.
  • Students who register for a course and fail to attend will be held liable for the full course fee.
  • Course application fee is non-refundable.
  • CPD event delegates who book and fail to attend will be held liable for the full event fee.
  • The Tax Faculty’s liability in the case of a course being cancelled will be limited to a refund of the course fee.

For courses with a six-month (or longer) rollout the following will apply:

  • Should a cancellation be received within six weeks of the course start date, the student will still be liable for 50% of the semester cost.
  • Should the cancellation be received after six weeks of the course start date, the student will be liable for the full semester cost.
  • Students may defer during a six-month course to any other course with a rollout planned for longer than six months.
  • The course application fee is non-refundable.

Why wait?

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