Fundamentals of Estate Planning



This module is intended to provide guidance on the purpose, principles, main rules and laws in relation to estate planning. It is not a comprehensive study of estate planning as the aim is to serve as a refresher on the main concepts or to build fundamental knowledge on estate planning.


Focus Area

  • Marital regimes and the impact on estate planning
  • The Will and Intestate Succession
  • The executor appointment, role and duties
  • Income and Capital Gains tax as it applies to deceased estates
  • Bequests, trusts and other instruments
  • The Estate Duty calculation
  • Improving an estate plan

Who should register?

Financial advisors, Financial planning assistants, Para-planners

CPD information

7 CPD points on completion of the course and successful pass of the final assessment

The course is accredited by the FPI and thus qualifies as a verifiable CPD activity towards the accumulation of CPD hours as required by the FSCA.


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