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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

Dr Makutoane to present research on world stage in US
2017-06-14

“If the SBL has acknowledged you,
it means the research you are doing
is solid. There are people out there
who want to listen to my paper.”

To present a research paper at an international conference of about 10 000 people and where 100 sessions are taking place at the same time is what dreams are made of for an academic. This is no longer a dream for the humble Dr Tshokolo Makutoane who will share his knowledge at the annual meeting of the prestigious Society of Biblical Literature (SBL).

Dr Makutoane, a senior lecturer at the Department of Hebrew at the University of the Free State (UFS), will be a speaker at the conference in Boston, in the US, from 19-21 November 2017. This after receiving a remarkable travel grant from the SBL to present his paper, titled The Contribution of Linguistic Typology for the Study of Biblical Hebrew in Africa: The Case of Sesotho Pronouns.

Description: Dr Makutoane to present research on world stage in US Tags: Dr Makutoane to present research on world stage in US

Dr Makutoane, senior lecturer at the Department of
Hebrew at the University of the Free State, was
speechless when he heard he will be presenting a
paper at the annual meeting of the Society of Biblical
Literature in Boston in the US.
Photo: Jóhann Thormählen

Scholars from around the world participate
His paper is part of a thematic session on “Theoretical Approaches to Anaphora and Pronouns in Biblical Hebrew” in which scholars from Canada, the US, Australia, Europe and Israel will participate.

The research Dr Makutoane will be showcasing in Boston is about teaching Biblical Hebrew in Africa, and more specifically, pronouns, to Sesotho-speaking students.

“SBL is one of the largest organisations in the world and if you get the opportunity to present a paper there, it is one of the highest honours in our context you can have,” Dr Makutoane said.

“If the SBL has acknowledged you, it means the research you are doing is solid. There are people out there who want to listen to my paper.”

According to the SBL website (https://www.sbl-site.org) more than 1 200 academic sessions and workshops will take place at the conference, co-hosted by the SBL and the American Academy of Religion.

Highlight of researcher’s entire career
Receiving the grant and attending the conference for the first time is the highlight of Dr Makutoane’s career. “I feel very grateful, honoured and humbled. I was speechless when I heard about it. I couldn’t help myself and actually cried,” he said.

The grant, given to only four SBL members – the other three are from Samoa, Nigeria and India – is intended to support under-represented and under-resourced scholars who demonstrate a financial need.

Dr Makutoane thanked his mentors, Prof Jacobus Naudé and Prof Cynthia Miller-Naudé, who assisted him with the application. Naudé is a senior professor at the Department of Hebrew and Miller-Naudé a senior professor and head of the department.

Dr Makutoane, who studied Theology at the UFS and is a minister at the NGKA Rehauhetswe church near Bloemfontein, is also grateful to his church that gave him the opportunity to study at the UFS and be able to work at the university.

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