NAFD Funeral Arranging and Administration (FAA) Certificate study materials
NAFD Funeral Arranging and Administration (FAA) Certificate study resources

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

Week 1

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

Week 2

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

Week 3

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

Week 4

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

Week 5

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

Week 6

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

Week 7

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

Week 8

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%