Blue Chip Journal Issue 76

TAKE THE next step in

TAKE THE next step in your career with an accredited qualification from the UFS School of Financial Planning Law. Advanced Diploma in Estate and Trust Administration The School of Financial Planning Law at the University of the Free State offers students the unique opportunity to acquire the necessary academic qualification and skills to become fiduciary practitioners who will be able to provide advice on a multitude of platforms, including administration of trusts, estate planning, administration of deceased estates, drafting wills, and legislative issues around the fiduciary services industry. This is the only qualification that is currently endorsed by the Fiduciary Institute of Southern Africa (FISA) as the academic requirement in the process to be awarded the Fiduciary Practitioner of South Africa ® (FPSA ® ) designation. The Advanced Diploma in Estate and Trust Administration is also the only South African accredited diploma that meets the academic requirements of the Society of Trust and Estate Practitioners (STEP). The Diploma put graduates on the road to become full members of this global professional association as Trust and Estate Practitioners (TEP). Postgraduate Diploma in Financial Planning This qualification will enable students to obtain the highest academic and professional levels of competency and to become eligible for professional membership of the Financial Planning Institute of Southern Africa (FPI). The FPI is the leading membership association in South Africa, and caters for the competency needs of financial service providers, including financial planners. The FPI competence certificates of CFP ® professional/ certified financial planner ® professional accreditation represents the pinnacle of competence as a professional financial planner. The CFP ® professional accreditation mark is recognised in over 25 countries around the world and represents the global professional designation for the financial planning profession. T: +27 401 2823 | E: SFPL_Appl@ufs.ac.za | www.ufs.ac.za/SFPL Inspiring excellence. Transforming lives.

Postgraduate Diploma in Investment Planning The Postgraduate Diploma in Investment Planning provides students with the necessary academic qualification and skills to become experts in the field of investment planning, who will be able to provide leadership and expert advice within a multitude of financial and legal contexts, e.g., providing advice to a Board of Trustees and employees, and to manage legislative issues surrounding the investment planning industry. This qualification will open doors to further study opportunities for individuals working in this specific environment, but who have not obtained an official degree qualification. Postgraduate Diploma in Estate Planning 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. This qualification provides 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.