R 300


Advice when a client dies


CPD Accreditation detail

Professional Body: IOBSA

CPD hour allocation: CPD Hours (online learning): 3 CPD hours   

CPD Accreditation Number: IOB154


One of the major roles of a financial advisor, is to help their clients plan for life events such as death. It is very comforting to know that the correct and sufficient provision has been made in the event of death, amidst the circumstances typically associated with the passing of a client.

The surviving spouse, in most cases, are completely clueless on what to do or what steps to take.  It is therefore crucial that we know how to assist and advise clients in the event of death of a spouse or at least, be able to point them in the right direction.

Learners will gain sufficient and appropriate knowledge and understanding of:

  • The importance of estate planning
  • Roles and responsibilities in estate planning
    • Deceased estate
    • Executor
    • Master
  • Case studies
  • Checklists
    • What to do when a spouse dies
    • What documents your client needs when a spouse dies
    • Who to call when a spouse dies