Join FISA
The Fiduciary Institute of Southern Africa — advancing fiduciary professionalism.
About FISA
The Fiduciary Institute of Southern Africa (FISA) is a nonprofit organisation dedicated solely to fiduciary practitioners. We uphold the highest professional standards, provide continuous education, and represent the interests of fiduciary professionals across Southern Africa.
FISA’s main focus areas are Estate Planning, Trusts, Wills, Estate Administration, and Beneficiary Funds.
Through FISA, you gain professional recognition, access to a robust network, relevant fiduciary-industry resources, CPD programmes, and the path to earn the FPSA® (Fiduciary Practitioner of South Africa) designation.
Why become a FISA member?
FISA membership benefits include:
- Professional recognition
- Access to regional meetings, CPD points, and our annual conference
- A weekly newsletter covering industry news, technical fiduciary matters, court-case summaries and articles of interest
- Networking opportunities with other fiduciary professionals
- Regulatory engagement with bodies like the Master of the High Court, SARS and BASA
- Eligibility for the FPSA® designation after meeting experience and exam criteria
Membership categories
Full membership
If you have three years of work experience in any area in the fiduciary field you can join FISA as a full member. Full membership includes voting rights and access to all FISA benefits
Candidate membership
If you have less than three years or no experience working in the fiduciary field, you may join FISA as a candidate member. Candidate members enjoy all the benefits of full membership with the exception of being allowed to vote. Candidate membership must be converted to full membership once the candidate member has three years’ applicable experience.
Requirements to apply for membership
- Complete the FISA application form
- Provide proof of work experience (if applicable)
- Commit to the annual CPD programme
- Agree to FISA’s Code of Ethics
- Access the FISA Constitution and Regulations here
Downloads
Frequently asked questions (FAQs)
- Who can join FISA? Individuals practising in or interested in the fiduciary field, such as trust officers, attorneys, accountants, financial planners, and others.
- What are the types of membership available at FISA? FISA offers full membership for those with the necessary experience and candidate membership for those entering the fiduciary field without the required work experience.
- What are the benefits of joining FISA? Members gain professional recognition, access to regional meetings, CPD points, an annual conference, a weekly newsletter, a network of professional peers, engagement with regulatory bodies and more.
- Is there a pathway to professional designation through FISA? Yes, after meeting the necessary requirements, members can apply for the Fiduciary Practitioner of South Africa® (FPSA®) designation. More details available here.
- What are the requirements for the FPSA® designation? Requirements include at least three years of practical experience in the fiduciary field, ethical compliance, and successful completion of the Advanced Diploma in Estate and Trust Administration.
- How does FISA support its members’ professional development? FISA supports its members through CPD programmes, workshops, seminars and conferences, ensuring they stay updated in their field.