| 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.
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| Content | Four Compulsory Modules: Regulatory Environment, Trust Administration, Will Drafting and Estate Planning, and Estate Administration | Two Compulsory Modules: Estate Planning, Personal Financial Risk Management, | 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
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| Module Codes | REEN1700 – Regulatory Environment ADDE1700 – Administration of Deceased Estates TRAD1700 – Trust Administration EPDW1700 – Estate Planning and Drafting of Wills | LFPB5800 – Estate 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 |