You are here: Home » Join

Why join FISA?

Anybody active in the fiduciary field should be a member of FISA. Trust company employees, attorneys, accountants, financial planners, or anybody else dealing with estate planning, wills, deceased estates, trusts, and beneficiary funds regularly, will benefit from membership.

FISA is a non-profit organisation advancing the interests of fiduciary practitioners and the public through regular contact and co-operation with regulators like the Master of the High Court (MoHC) and SARS, and active engagement in and comment on new legislation.

Resources like articles on technical matters in the industry, relevant court cases, training courses, and other events are available to members. Members are subject to the FISA Code of Ethics and a Continuing Professional Development (CPD) programme. Members who write and pass an examination can apply for the professional designation Fiduciary Practitioner of South Africa (FPSA®).

Join now

If you have three years of work experience in any area in the fiduciary field, join FISA now. If you have less than three years or no experience of working in the fiduciary field, you may join FISA as a candidate member. Candidate membership must be converted to full membership once the candidate member has three years’ applicable experience.

Click on the relevant link below to complete and submit our online application form.

FISA membership application form
FISA candidate membership application form

Membership fees for 2024

MembershipFeeEarly Bird
(payment by

31 March 2024)

Click here to access the FISA Constitution and Regulations

FAQs on joining FISA

Frequently asked questions and answers on joining FISA

Who can join FISA?

Individuals interested in the fiduciary field, such as law and accounting graduates, post-graduates with diplomas in estate planning or trust law, and those with CFP® designation, are eligible to join FISA.

What are the types of membership available at FISA?

FISA offers candidate membership for those entering the fiduciary field without the required work experience, and full membership for those with the necessary experience and qualifications.

What are the benefits of joining FISA?

Members enjoy benefits such as access to regional meetings, CPD points, an annual conference with cutting-edge discussions, a weekly newsletter, and a network of professional peers.

Is there a pathway to professional designation through FISA?

Yes, after gaining relevant experience, members can apply for the Fiduciary Practitioner of South Africa® (FPSA®) designation, a mark of excellence in the fiduciary industry.

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 programs, workshops, seminars, and conferences, ensuring they stay updated in their field.