The Fiduciary Practitioner of South Africa® (FPSA®) designation is the new standard for fiduciary practitioners in South Africa. It is a mark of quality and peace of mind for consumers of fiduciary services in Southern Africa as it indicates that, apart from the qualifications a member holds, he/she has demonstrated the ability to act as a professional in the highly technical fiduciary field.

The FPSA® standard will soon be the only accepted standard in the fiduciary industry.

In order to attain the FPSA® designation, the individual has to be a FISA member. As from 2018, anyone who wishes to apply to FISA for the FPSA® designation will first have to enter and successfully complete the Advanced Diploma in Estate and Trust Administration which has been offered by The School of Financial Planning Law (SFPL) at the University of Free State since 2015.

As the FPSA® designation is proprietary to FISA it is only awarded to FISA members. FISA Members must have at least three years of practical experience in the fiduciary field and must comply with ethical requirements to apply to FISA for the FPSA® designation to be awarded to them.

If you are a FISA member

Please note that applications for the 2019 diploma course can be submitted between 1 June 2018 and 15 January 2019.

If you are a member of the public

An FPSA® will be able to assist with estate and will planning, will drafting, deceased estate administration and trust administration. While many persons may claim to have knowledge in these areas, an FPSA® proved it by passing a stringent examination.

By using someone with the FPSA® designation, you will know that you are dealing with a person who has demonstrated:

  • Academic knowledge by obtaining a formal qualification and the required level of appropriate experience;
  • The ability to apply the knowledge;
  • A willingness to be bound by the ethical standards of a profession;
  • A commitment to maintain levels of technical knowledge through a continuing professional development (CPD) programme.