Conveyancing for secretaries (paralegals)

Also available in Afrikaans!

This course was originally called “Conveyancing for Typists”, but times have changed.  Over the last few years, conveyancing typists and other legal assistants increasingly started to prefer being referred to as “paralegals”.  That is why we added “paralegal” to the title of this course.  Another interesting fact is that an increasing number of men are now also working in this field.  From our point of view, the terms “conveyancing typist” or “secretary” are equally applicable to both male and female legal assistants. 

This is the flagship course among our specialised courses for legal assistants (paralegals). It is also one of our oldest courses, dating back to 1999.  Since that time, we have trained hundreds of conveyancing secretaries. The entire course was revamped in 2020.  It remains a unique course, one of a kind.

You can now choose between two trajectories – one in transfers and the other in mortgage bonds.  You'll be able to climb the ladder, one step at a time.  Each level builds on prior learning, meaning that you will become more and more accomplished as you progress through the levels. But this also means that when you want to do a new level, all the lower levels in that trajectory are a prerequisite.

transfers trajectory

If you work in transfers, then this is the trajectory you will need to follow.

Level 1 Theory - Deed of Transfer (2 mornings)
Level 1 Practical case study - Deed of Transfer (3 mornings)

Level 1 is compulsory for advancement to Level 2:

Level 2 Theory - Sectional Title (1 morning)
Level 2 Practical case study - Sectional Title (2 mornings)

Add-ons for Transfers 

Levels 1 and 2 are compulsory for these add-ons:

Level 3 Deceased Estate Transfers & Insolvent Transfers
(Levels 1 and 2, 'Theory' and 'Practical case study', are prerequisites)  (3 mornings)

Level 3 - Estate transfers is only available in English.

and/or

Level 3 Mortgage Bonds & Cancellations
(2 full days)

Bonds trajectory

If you work in bond registrations and cancellations, this is the place to be.

Level 1 Theory - Deed of Transfer (2 mornings)
Level 2 Theory - Sectional Title (1 morning)
Level 3 Mortgage Bonds & Cancellations (2 full days)

(Level 1 Theory and Level 2 Theory are the same for both trajectories.)


 

Zoom lectures

For those who want to learn by interaction and want to profit from the focused study guidance only our expert lecturers can provide.

Includes notes.

Online classes are limited to 20 people to facilitate a personal and interactive class setting.

Morning sessions | 8:00-13:00
(Level 3 Mortgage Bonds, 8:00 - 15:00)

Save with our early bird offer.

 

Self-study

For those who are unable to attend the course or prefer to work at their own pace.

No registration cut-off date.

Identical study notes to the notes for Zoom lectures. This only includes notes and no online interaction or recordings.

Work at your own pace up to a maximum of 4 months per certificate:

Level 1 - Transfers trajectory - 4 months to complete evaluations for theory and practical

Level 2 - Transfers trajectory - 4 months to complete evaluations for theory and practical

Level 3 - Mortgage bonds / Estate transfers - 2 months to complete evaluations for theory 

 

Recordings

For those who are unable to attend Zoom lectures or prefer to work at their own pace.

No registration cut-off date.

Identical study notes to the notes for Zoom lectures/self-study. 

2x views per video.

Work at your own pace up to a maximum of 2 weeks per certificate:

Level 1 - Transfers trajectory - 2 weeks to complete evaluations for theory and 2 weeks to complete practical

Level 2 - Transfers trajectory - 2 weeks to complete evaluations for theory and 2 weeks to complete practical

Level 1-2 - Transfers Trajectory - 8 weeks to complete evaluations for theory and practical

Level 3 - Mortgage bonds / Estate transfers - 2 weeks to complete one evaluation

Level 1, 2, 3 - Bonds Trajectory - 6 weeks to complete evaluations for theory 

Course Content

Our level certificates are truly unique

  • All lectures are presented by a highly skilled and accomplished senior conveyancing consultant – who better to teach you the tricks of the trade?

  • The certificates enable you to show your certified skills, to specialise in a trajectory and to progress along the levels, becoming more and more sought after as you go.

  • Our certificates are highly esteemed in the conveyancing industry and have served our clients well over many years. Our courses were the first of their kind and set the industry standard for paralegal training in conveyancing.

Course Content

Earn gold certificates as proof of your competence

After successfully passing the evaluation for each level, you will receive a silver certificate. But it doesn’t have to end there. You can truly set yourself apart and prove your competence by earning a gold certificate for each Level.

A gold certificate is issued when we receive an affidavit from your employer, stating that you have independently and flawlessly completed a certain prescribed task, related to the relevant level.

These gold certificates are undoubtedly a very distinguished award – something to be rightly proud of. We may be biased, but we firmly believe that you'll have no problem in finding employment if you have one of these gold certificates behind your name.*

*Note that an administration fee is payable for each gold certificate requested. 

Course Content

Benefits of our notes and lectures

  • Our notes are comprehensive, but very user-friendly.

  • We discuss both theory and practical case studies to illustrate how the theory is applied in practice.

  • This is not a computer-based training course where you learn to click all the right options.  No, we teach you the conveyancing theory behind what you do on your computer – the invaluable why, what, how, where and when – old school style.

  • The notes will become very useful manuals for you to consult in your workplace.

  • Lectures are interactive and the notes and examples form the basis for discussion.

  • We conduct open-book evaluations to establish whether you understand the work and are able to apply your knowledge in practice.

  • Lectures and notes are available in English and Afrikaans (except for Level 3 Deceased Estates, which is only available in English).

Course Content

Did you say evaluations?

  • We did, but don’t sweat, the evaluations take the form of an open-book test.  The idea is not to see what you can remember by rote, but to help you apply in practice what you learned during lectures.  You are permitted to refer to your notes, just as you would when you are at work.

  • Please allow sufficient time to complete the evaluation after the conclusion of the theoretical and practical lessons. You have 24 hours to do so.  It is recommended that you arrange with your employer to allow yourself sufficient time to complete the evaluation as soon as you receive it after the lesson if you cannot commit to completing the evaluation outside of work hours.

Course Content

Want more detail?

Have a look at our course content and check out what previous clients have to say in the testimonials below.

Course Content

Course content

Transfers trajectory

Level 1 Theory - deed of transfer

  • General background

  • Agreements of sale

  • Deed of transfer

  • Transfer procedures

  • Power of attorney

level 1 practical case study - deed of transfer

  • Once you have studied the theory you will do a practical case study on the registration of a simple deed of transfer. The intention is to show you in broad outline how the theory is applied in practice.

level 2 theory - sectional title transfers

  • Application of Deeds Registries Act

  • Presenting a sectional title scheme

  • Opening a sectional title register

  • Transfer of a sectional title unit

  • The conveyancer's responsibilities

  • Joint ownership of a unit in undivided shares

  • Exclusive use of common property (section 22)

  • Sectional mortgage bonds

level 2 practical case study - sectional title transfers

  • Once you have studied the theory you will do a practical case study on the registration of a simple sectional title deed of transfer. The intention is to show you in broad outline how the theory is applied in practice.

level 3 estate Transfers

  • Description of parties

  • Section 41(1) & 42(2) certificates

  • Sale of estate property

  • Inheriting estate property

  • Section 18(3) Estates

  • Administration of intestate black estates

  • Estate endorsements

  • Relevant sections of Admin. of Estate Act

  • Insolvent deceased estate transfers

  • Execution transfer

Bonds trajectory

level 1 theory - deed of transfer

  • The same content as Level 1 Theory of the Transfers trajectory.

level 2 theory - sectional title transfers

  • The same content as Level 2 Theory of the Transfers trajectory.

level 3 mortgage bonds & cancellations

  • Loan application procedure

  • Analysis of a mortgage bond

  • Bond registration procedure: Simultaneous transfer

  • Bond registration procedure: Bond take-over

  • Bond registration procedure: Further bond

  • Useful tips

  • Bond procedures for different kinds of bonds

  • Bond cancellation procedure

  • Consents - Regulation 39

  • Substitution of debtor

  • Spouses married in community of property - Section 45

Course Content

Our promise

  • By completing our certificate courses, you will learn the theory and practice applicable to different levels of a conveyancing secretary’s work.

  • You will be empowered, firstly by obtaining valuable new knowledge to advance your career, and secondly by obtaining certificates recognised and valued by the attorneys’ profession countrywide.

  • You will be able to do your daily work with even more confidence, becoming a much more productive employee.

Course Content

What are you waiting for?

Register now

×

Join Telegram group

 
Select one or more group/s by pressing ctrl and clicking on the desired group/s you wish to join.
 
×

Admission Application Template Pack

Fill out this form to download your FREE copy of our template pack for the application to be admitted as legal practitioner.

The template pack includes:

  • A checklist for the application for admission in terms of the Legal Practice Act
  • A list of requisite annexures
  • A template for the notice of motion
  • A template for the founding affidavit
  • A template for the supporting affidavit