Professional Certificate in Estate and Trust Administration

Course overview

This professional certificate covers the planning and administration of deceased estates (including insolvent deceased estates), trusts, basic tax principles involved, and the functions of the Master of the High Court. It will also cover the matrimonial property regime, as well as testate and intestate succession, with a focus on the relevant pieces of legislation. The course will also equip participants with the theoretical and practical knowledge required to effectively use trusts and other vehicles in estate planning.

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.
• Income tax and 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.

Accreditation

This programme is recognised as a short learning programme by The Tax Faculty (NPC). The Tax Faculty is registered as a skills development partner under the Skills Development Act, 1998 (Act No 97 of 1998) by the Quality Council for Trades and Occupations (QCTO) and accredited as a Continuous Professional Development (CPD) provider by the South African Institute of Tax Professionals, a South African Revenue Services Recognised Controlling Body (RCB) under the Tax Administration Act, 2011 (Act No. 28 of 2011).

Assessment and award of certificate

Learners are assessed via a number of formative and summative assessments, conducted via The Tax Faculty’s online platform. Successful learners will receive a professional certificate issued by The Tax Faculty and in an effort to maintain your professional status and keep your expert knowledge up to date, you will earn relevant CPD hours upon course completion (pending approval of your relevant professional industry body).

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 530.00.00 (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. The once-off payment is required to be paid before the course start date, as well as the application fee of learners on a debit order plan (the first debit order is also required on the start date of the course).
• Kindly note that should debit order payment terms not be adhered to; legal action will be taken and access to the online learning platform suspended.
• Proof of payment may also 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.

Conditions

For courses shorter than a six-month rollout, the following will apply:

• If the cancellation is requested more than 10 working days prior to the course start date, no cancellation fee will be applicable.
• If the cancellation occurs less than 10 working days prior to the course start date, 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.
• The course application fee is non-refundable.
• 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.
• Once a learner has registered for a course, they will only be granted one deferral opportunity for that course (a deferral includes either requesting a new start date or changing to another course). Costs applicable will be adapted upon notice of deferral received. 
• The course application fee is non-refundable.

Why wait?

Get your application in to avoid disappointment. Click below to start your application.