Fiduciary profession in SA

The Fiduciary Institute of Southern Africa (FISA) continues to raise awareness and standards of fiduciary practice to benefit both practitioners and the public. For the third year running, FISA will hold its annual conference as well as the examination which gives successful candidates the designation of Fiduciary Practitioner of South Africa (FPSA®).


On 19 September FISA will hold its third annual conference, with the overarching theme of education. The conference will be an all-day event in Centurion, and Standard Bank’s trust company is the main sponsor this year. Educational topics on estate planning and estate administration will be discussed by practitioners and academics, and the Chief Master, Adv Lester Basson, will also present a paper.

Louis van Vuren, Chairman of the FISA Education Committee, says that the conference will be of interest to anyone involved in fiduciary practice, including many financial planners. FISA members are eligible for 7 CPD points.

FPSA® exam

In November, at seven venues around the country, fiduciary practitioners can sit the FPSA® examination. Two venues in the Eastern Cape (Port Elizabeth and East London) have recently been added to meet the demand for that province’s applicants.

FISA Chairperson, Angelique Visser, said that she was delighted more people were sitting the exam in the Eastern Cape as that province has traditionally been underserved.

She said: “Achieving FPSA® status testifies to the fact that the person has attained a level of knowledge and skill that justifies distinction as a professional in the fiduciary field. It also indicates that the person is aware of and committed to the ethical principles that the public at large can expect of someone entrusted to manage the affairs of another who is not in a position to do so.”

FISA has phased out its previous certification system. All existing certifications will cease to be recognised after 31 December 2017, when all FISA members will fall into one of two categories: those with FPSA® status, and those without.

Details and applications for conference as well as the examination can be found on the FISA website at A tablet/smart phone version of the site has recently been launched.


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