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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

Academics should strive to work with students towards publishing, says NRF-rated researcher
2017-07-17

Description: Dr Rodwell Makombe Tags: National Research Foundation University of the Free State Qwaqwa Campus Department of English  

Dr Rodwell Makombe, Y-gegradeerde navorser.
Foto: Thabo Kessah


“The National Research Foundation (NRF) is a prestigious research institution and to be recognised by such an institution means that my work is worthwhile. This alone motivates me to do more research.” This is how Dr Rodwell Makombe reflected on his recent recognition as an NRF-rated researcher – one of the few on the Qwaqwa Campus. He is a Senior Lecturer in the Department of English at the University of the Free State’s Qwaqwa Campus.

“This recognition is indeed an important milestone in my research career. It means that my efforts as a researcher are recognised and appreciated. The financial research incentive will enable me to engage in more research, attend conferences, and so forth,” he said.

Comparing research in the Humanities and Sciences

Dr Makombe’s research area is broadly postcolonial African literature, but he is particularly interested in postcolonial literatures and resistance cultures. He is currently working on a book project entitled Visual Cultures of the Afromontane.

When asked what he thought about Natural Sciences being in the lead as far as research is concerned, he said that this is mainly caused by funding opportunities.

“It means that my efforts as a
researcher are recognised and
appreciated.”

“It is easier to access funding for research in the Natural Sciences than for the Humanities. Researchers in the Humanities usually do research without any form of funding. However, there are also differences in the way research is done in the Sciences than in the Humanities. Science researchers tend to work together on different projects, which make it easier for them to have their names on publications, no matter how small their contribution. This is also connected to the issue of funding,” he added. 

He continued: “Since research in the Humanities is largely unfunded, it is difficult for researchers to establish research groups. Another issue is that most academics in the Humanities do not necessarily teach modules within their research interests. Therefore, they tend to be overloaded with work as they have to do research in one area and teach in another area.”

NRF-rating and funding

For Dr Makombe, the solution to this challenge lies in academics in the Humanities working towards publishing with their students. “This way,” he said, “both the students and the academics will get publications that will help them to get NRF-rating and other forms of research funding. Modules in the Humanities need to be aligned to academics’ research interests to avoid mismatches between teaching and research.” 

He previously worked at the University of Fort Hare and the Durban University of Technology and has published several articles in both local and international journals.

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