FIDUCIARY PROFESSION

A fiduciary professional specializes in a particular field or provides a full range of services to clients. The specialized fields are: trust administration, will drafting and estate planning, and administration of deceased estates. Understanding the regulatory environment in all these specialized fields is even more vital!

The topics in each of these fields are the same subject matter that you have to be successful in if you are completing the Advanced Diploma in your pathway to obtaining the FPSA® designation.

As private trainers and CPD providers, we offer:

  • Access to the Synergia Learning online platform for a determined period. The platform offers online content, pre-recorded webinars and weekly live sessions as part of the package, in any of the specialized fields.
  • CPD allocation is offered per topic or for a conglomeration of subjects in your specialized field, where so indicated with the CPD logo
  • Database of questions in the full spectrum of topics to test your knowledge.
  • Custom-made programs – enquire with Carmen. 

All live sessions held are recorded and available for your viewing whenever you come on board – this ensures that you do not miss out on late registration. 

Download the brochure/s for more detail on both the e-workshops and dates for the live sessions being held for the year.   Any query, feel free to contact Carmen who will assist.

Synergia Learning is not a higher education provider. Synergia Learning is an independent training provider of individuals in the financial planning and fiduciary profession.

R12 100

REGULATORY ENVIRONMENT, TRUST ADMIN, WILL DRAFTING, ESTATE PLANNING, DECEASED ESTATES 2026

This discounted bundle encompasses all the current and relevant topics as listed on the platform. Any additional topic/s launched after registration, is not automatically included.

R3 300

FIDUCIARY REGULATORY ENVIRONMENT 2026

A combination of all legislation applicable to the fiduciary space. More vital aspects will be highlighted and discussed at live seminars. Know thy legislation!

R3 300

ADMINISTRATION OF DECEASED ESTATES 2026

If your role is an executor or, responsible for assisting in the administration of estates and compiling the executor accounts this bundle of topics is for you!

R3 300

ESTATE PLANNING AND WILL DRAFTING 2026

Some skills are left to others & as much as we do not perfect your writing skills, the danger of the pitfalls is highlighted. Plan well while alive, from your wishes to the reduction of duty on death!

R3 300

LAW OF TRUST AND ADMINISTRATION 2026

Trusts is a specialized field and due care and diligence is more vital than ever! We cover a full range of topics from admin to tax and responsibilities of role players. Join us if this is or becoming your field of specialty!

R1 500

QUIZZES 2026 FOR ALL FIDUCIARY TOPICS

Questions and self assessments across the entire spectrum of the fiduciary profession! Test your knowledge.

R1 500

ADDE EXAM GUIDELINES PREPARATION 2026

2025 guidelines for early preparation on various topics are available! 2026 guidelines available in August when released by the various institutions.

R1 500

EPDW EXAM GUIDELINES PREPARATION 2026

2025 guidelines for early preparation on various topics are available! 2026 guidelines available in August when released by the various institutions.

R1 500

TRAD EXAM GUIDELINES PREPARATION 2026

2025 guidelines for early preparation on various topics are available! 2026 guidelines available in August when released by the various institutions.

R1 500

REEN EXAM GUIDELINES PREPARATION 2026

2025 guidelines for early preparation on various topics are available! 2026 guidelines available in August when released by the various institutions.

PRIVATE

LINK TO LEGISLATION RELEVENT IN DECEASED ESTATE AND TRUST ADMINISTRATION 2026

A combination of all legislation applicable to the fiduciary space. More vital aspects will be highlighted and discussed at live seminars. Know thy legislation!

PRIVATE USE

ARTICLES SPONSORED BY FINDOTNEWS FOR REGISTERED USERS

Articles provided by FinDotNews, a company specialising in client newsletters for Financial Advisors. It helps them strengthen client relationships with professionally written, engaging content. Access to these articles are complimentary to candidates that register for any courses on Synergia Learning.

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