Recognition: Certificate of Completion
Course Category: Level 02
Ideal Target Audience: Any individual who wishes to safeguard their assets and make the necessary arrangements for their liabilities for when they pass away.
Course Duration: 3 to 4 Hours
Language: English
Course Value/ Price: R1250.00 VAT Incl


Estate planning is a concept we may hear about quite often, but how well do we really understand it?

The most common misconception about estate planning is that it revolves solely around the making of a last will and testament. Estate planning is in fact the process of ensuring the preservation, increase and protection of your assets during your lifetime, and ensuring the most effective and beneficial distribution of these assets to your heirs after you pass away.

Estate planning is by its very nature a multidisciplinary exercise that requires you to consider your financial, economic, social and psychological needs as part of the planning process. It is not a once-off activity, but rather an on-going process that should be flexible enough to adapt to your ever-changing life circumstances.

What you will learn:

Module 1: Understand What Estate Planning is

Module 2: Practicalities to Consider During Estate Planning

Module 2: Estate Planning and Tax

Note: For the best learning experience we recommend using the additional reading in conjunction with the interactive online training modules.