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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

UFS hosts YSI for first conference of its kind in Africa
2017-06-13

Description: UFS hosts YSI  Tags: UFS hosts YSI

From the left: Bryson Nkhoma, a doctoral student from
the International Studies Group, Prof Francis Petersen,
Rector and Vice-Chancellor of the UFS, and
Dr Tinashe Nyamunda, a postdoctoral fellow from the
International Studies Group.
Photo: Siobhan Canavan

In the first conference of its kind on the African continent, the University of the Free State’s Bloemfontein Campus was privileged to host the Young Scholars Initiative (YSI) conference.

Reflecting on the African experience

A total of 65 young and senior scholars from five continents attended the conference Decolonising Africa? The Economic History of Development, hosted by the YSI in partnership with the International Studies Group at the UFS.

The conference, held on 8 and 9 June 2017, provided an opportunity to reflect on the African experience from an historical perspective and to assess the current position of the continent in the global economy. It discussed new themes in development, such as the role of women, minorities and entrepreneurs.

The conference focused on how the business community has operated in an Africa that still faces inequalities and unfair terms of trade and lacks a unified political will.

Keynote speakers at conference

Prof Francis Petersen, Rector and Vice-Chancellor of the UFS, said decolonisation was not self-explanatory. “In its radical form, decolonisation presents two polar opposites. On the one side is white privilege and on the other is black pain.”

Prof Ian Phimister, Senior Research Professor at the Centre for Africa Studies at the UFS presented the opening keynote address entitled International Imperialism: The Violent Making of Southern Africa, 1884-1914.

Other keynote speakers included Prof Sabelo Ndlovu Gatsheni from the University of Pretoria, Prof Gareth Austin from the University of Cambridge, and the closing keynote by Prof Alois Mlambo from the University of Pretoria.

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