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01 November 2022 | Story Leonie Bolleurs | Photo Supplied
Henda Kleingeld, Programme Director of the Postgraduate Diploma in Business Administration (PGDIP) in Financial Planning, is incredibly proud of the candidates who ranked top five in the CFP® Professional Competency Examination.

To become a Certified Financial Planner (CFP®), a candidate with a Postgraduate Diploma in Financial Planning or a BCom (Honours) in Financial Planning must, among others, pass the Professional Competency Examination (PCE) of the Financial Planning Institute of Southern Africa (FPI).

It was recently announced that the top five CFP® Professional Competency Examination candidates (for the June 2022 examinations) are alumni of the School of Financial Planning Law (SFPL) at the University of the Free State (UFS).

On the right trajectory

According to Henda Kleingeld, Programme Director of the Postgraduate Diploma in Financial Planning Law in the Faculty of Law’s SFPL, they are incredibly proud of the candidates. 

“Being rated as the top five PCE candidates indicates that we are on the right trajectory with the outcomes and assessments for our diplomas. If the top five PCE candidates are alumni of the SFPL – we are doing something right.  We have made many changes in our approach to financial education, and it seems like it is paying off.”

“We now need to ensure that we provide our students with the proper academic background and support to continue to excel.  This will seal our status as the oldest and one of the leading educational providers of financial planning education in the country,” Kleingeld adds.

Confidence in the qualification

The PCE sets candidates on the path towards becoming certified financial planners. The online exam consists of two case studies that test the candidates’ financial planning skills, knowledge, and competent performance in the defined competency areas for financial professionals.

In its Professional Competency Examination Policy, the FPI states that there are six Financial Planning components: Financial Management, Asset Management, Risk Management, Tax Planning, Retirement Planning, and Estate Planning. It strives to prepare professional competency examinations that will provide candidates with the opportunity to demonstrate core or professional competence at a standard appropriate for entry into the financial planning profession.

According to the FPI, the CFP® qualification – an internationally recognised standard for financial planning professionals – gives consumers confidence that the financial planner they are dealing with is suitably qualified to provide advice and information and gives the assurance that they remain up to date with developments in the industry.

First academic institution to offer diploma 
Kleingeld says the SFPL was the first academic institution in South Africa to offer the Postgraduate Diploma in Financial Planning, and financial education has been its main focus and passion over the past 20 years.

“Keeping up with industry trends is very important to us. Our team of academics and industry experts assists us with maintaining a balance between the academic requirements and how they are translated into the workplace,” she explains.

Kleingeld is of the opinion that the graduates who have passed their qualifications are doing exceptionally well in the industry, with many prominent industry leaders being alumni of the UFS SFPL.  “The school has a reputation in the industry as forward-thinking and innovative. We keep our fingers on the pulse of industry developments, which get incorporated into our curriculum.” 

News Archive

Geology researcher wins international photographic contest
2017-06-02

Description: Dr Elizaveta Kovaleva Tags: Dr Elizaveta Kovaleva

In this winning photo, “Movement of the ancient sand”,
Dr Matthew Huber, postdoctoral research fellow in the
Department of Geology at UFS, is scaling an outcrop
of sandstone (former sand dunes) in the Zion National
Park in the US.
Photo: Dr Elizaveta Kovaleva


Dr Elizaveta Kovaleva and Dr Matthew Huber, postdoctoral research fellows in the Department of Geology at the University of the Free State (UFS), attended the European Geosciences Union (EGU) General Assembly in Vienna, Austria in April 2017, where Dr Kovaleva was declared a winner of the EGU photo contest with a photograph entitled “Movement of the ancient sand”.

Submitting the winning photo
Each participant could submit up to three photos to participate in the contest before the conference. From all the photographs 10 were selected and displayed for the entire week at the assembly so participants could vote for their three favourite photos. At the end of the week three winners were selected. The prize winners received a free EGU book of their choice, free registration for next year’s EGU and an option to judge the photo competition next year. The photos will be printed on postcards next year, so all participants can send them wherever they want around the globe.

“The picture was taken in the Zion National Park in the US. Myself and Dr Huber were travelling around the western states, visiting national parks. The person in the picture is Dr Huber,” said Dr Kovaleva.

Dr Kovaleva was also invited to participate - as a recently published author - in a workshop, called: ”Publishing in EGU journals: Solid Earth and Earth Surface Dynamics – Meet the Editors”.

At the assembly, Dr Kovaleva attended sessions on Tectonics and Structural Geology as well as on Geochemistry, Mineralogy, Petrology and Volcanology. These sessions were especially interesting in the scope of her research and are directly related to it. “I am a metamorphic petrologist, and with my PhD, I essentially studied microstructures. At the moment, I am studying the Vredefort impact crater, which has experienced both metamorphism and deformation,” she said.

“The winning photos will be printed on postcards,
so all participants can send them wherever they
want around the globe”.

Building scientific connections
For both researchers, the assembly was an opportunity to meet former colleagues and professors from universities all over the world and shake hands with authors whose papers and work they were familiar with, but had never met in person.

“EGU is a perfect opportunity to build scientific connections and relationships, advertise your research and start new collaborations and projects,” said Dr Kovaleva.

The EGU General Assembly 2017 was a great success, with 4 849 oral, 11 312 poster, and 1 238 PICO presentations. Some 649 unique scientific sessions, together with 88 short courses and 322 side events, created an interesting programme. At the conference 14 496 scientists from 107 countries participated, of whom 53% were under the age of 35. Thirty one were from South Africa.

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