NAFD Funeral Arranging and Administration (FAA) Certificate study plan
NAFD Funeral Arranging and Administration (FAA) Certificate · Give each week a clear focus.
8 weeks · About 7 hours per week
The Role of the Funeral Arranger and the Funeral Profession & Arrangement Documentation, Contracts and Terms of Business
Define the funeral arranger's scope of duty and distinguish it from the embalmer, bearer and celebrant roles
List the statutory and professional obligations that attach to a signed arrangement contract
Draft a plain-English glossary of 20 arrangement terms used in client-facing documents
Identify the required content of a statement of funeral goods and services and of terms of business
Explain the difference between a quotation, an estimate and a fixed-price contract
Your checkpoint
A one-page role map plus a checklist of contract contents, both self-quizzed to 100% recall
Arrangement Documentation, Contracts and Terms of Business & Costing, Estimates, Invoicing and Third-Party Disbursements
Build a worked costing for a burial and a cremation using third-party disbursement categories
Calculate and explain the difference between a deposit, an interim payment and final settlement
Reconcile a sample invoice against its original estimate and list every variance with a reason
Write the disclosure wording that must accompany an estimate given before third-party costs are confirmed
Distinguish disbursements paid on behalf of the family from the funeral director's own charges
Your checkpoint
Two completed sample costings (burial and cremation) with a variance reconciliation note
Costing, Estimates, Invoicing and Third-Party Disbursements & Communication, Customer Care and Managing the Arrangement Interview
Script the opening, information-gathering and closing stages of an arrangement interview
Practise three questioning techniques for eliciting a family's wishes without leading them
Identify the price points at which a family must be told they can choose a cheaper option
Role-play handling a complaint about an unexpected invoice line and record the resolution path
Explain how to adapt communication for a bereaved client who is distressed, hard of hearing or using an interpreter
Your checkpoint
A recorded or peer-reviewed 20-minute mock arrangement interview scored against a 10-point rubric
Legal and Regulatory Framework (including the FCA funeral plan regime) & Arrangement Documentation, Contracts and Terms of Business
Summarise the FCA funeral plan regime, including who may sell plans and what conduct rules apply
Distinguish a funeral plan from a pre-payment and from funeral expenses insurance
Outline consumer protection duties relevant to terms of business, cancellation and cooling-off
Describe data protection obligations when recording a family's details and a deceased person's records
Map the escalation route for a regulatory or consumer complaint
Your checkpoint
A two-page regulatory summary card covering the FCA plan regime and consumer protection duties, closed-book
Funeral Rites, Rituals, Religion and Belief & Funeral Logistics, Coffin and Transport Options
Compare burial, cremation and natural burial rites and the arranger's practical duties for each
Outline key requirements for at least six major religious and belief traditions, including washing, orientation, timing and cremation views
Match coffin types, materials and fittings to burial, cremation and environmental requirements
Plan transport logistics for a multi-vehicle cortège including timings and contingencies
Explain how to confirm and record a family's cultural and ritual requirements without assuming
Your checkpoint
A comparison grid of eight traditions against five practical arrangement variables, plus a cortège timing plan
Care of the Deceased, Mortuary Practice and Health and Safety
List the chain of custody steps from collection to release or cremation and the record kept at each stage
Identify infection-control and manual-handling precautions relevant to handling the deceased
Describe mortuary storage conditions and the checks made before viewing
Explain correct procedures for personal effects, identification and viewing arrangements
State the health and safety duties owed to staff and visitors in the funeral home
Your checkpoint
A written chain-of-custody procedure with a 10-question self-test answered correctly
Communication, Customer Care and Managing the Arrangement Interview & Bereavement Support, Aftercare and Signposting
Identify signs a bereaved client may need referral and name appropriate signposting routes
Draft aftercare contact wording for the first follow-up call and the six-week check-in
Explain the difference between grief support the arranger can offer and specialist bereavement counselling
Practise signposting language that avoids giving clinical advice
Review the mock interview recording and list three concrete improvements
Your checkpoint
An aftercare and signposting sheet with at least six named referral routes and scripted wording
The Role of the Funeral Arranger and the Funeral Profession & Funeral Rites, Rituals, Religion and Belief & Arrangement Documentation, Contracts and Terms of Business & Costing, Estimates, Invoicing and Third-Party Disbursements & Legal and Regulatory Framework (including the FCA funeral plan regime) & Care of the Deceased, Mortuary Practice and Health and Safety & Funeral Logistics, Coffin and Transport Options & Bereavement Support, Aftercare and Signposting
Complete two full timed mock exams and score each by domain
Re-teach the two weakest domains from memory without notes
Rehearse the arrangement interview once more against the rubric
Consolidate a single one-page fact sheet of figures, timeframes and duties
Your checkpoint
Two scored mock exams with a written remediation plan for any domain below 70%
Milestones
Week 2: Produce both burial and cremation costings from a blank sheet and reconcile an invoice to its estimate without notes
Week 4: Score 80% or higher on the closed-book regulatory summary card, including the FCA plan regime
Week 6: Recite the chain of custody and health and safety precautions unaided, and pass the 10-question self-test
Week 8: Average 75% or higher across two timed mock exams with no domain below 70%