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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

Literacy Month fosters the love of reading
2017-09-19

Description: Literacy Month fosters the love of reading Tags: Literacy Month fosters the love of reading 

Vutivi Baloyi author of Keep Hoping with Neo Kgoroba
one of the co-authors of In Our Own Words.


Literacy Month is celebrated in September each year at the University of the Free State (UFS) with various activities that are academic and community related and aim to join different departments in collaborative efforts to carry forward an awareness of literacy and the joy of reading among learners. The UFS Sasol Library lined up a series of events to celebrate the month, one of them being the launch of two books on 14 September 2017.

Vutivi Baloyi is a UFS student who wrote a collection of poems at the age of 17 which were recently published in a book called Keep Hoping. The book was launched alongside In Our Own Words, a collection of narratives written by UFS students about university life and transitioning from township high schools to a different culture, society and community, and the challenges with which they are faced.

In their own words, they share incredible experiences
The launch was attended by learners from Christian Liphoko High School in Thaba Nchu as well as Moroka High School and others. The compilation of narratives by UFS students was done under the auspices of Prof Merridy Wilson-Strydom through the Enabling Success project in the Centre for Research in Higher Education. Prof Wilson-Strydom said the project, supported by the National Research Foundation, was a profound way of empowering students by bringing out the value of the stories of their life on campus as they saw them, with each student writing a chapter on a specific theme.

Students as change agents and community builders
The student authors spoke to their audience from the heart, sharing words of advice, especially to younger learners who are still in high school. This has sparked a desire for the beginning of collaborative programmes between the individual university students and high school learners who hail from Botshabelo and Thaba Nchu, highlighting the need for mentorship, life skills, academic improvement and an opportunity to give back. 

The event is also part of the ongoing Launch Your Own Book project that has grown in 2017 at the UFS Library under the leadership of Mr Marcus Maphile, Assistant Director: Library Marketing and Community Engagement. Literacy Month will be celebrated with more events in September such as a round-table discussion in collaboration with the Academic and Non-Fiction Authors Association of South Africa (ANSAFA) on 20 September 2017 at the library, to discuss developing authors and the role of ANSAFA. More activities will include outreach and community engagement, with a visit to Christian Liphoko High School in Thaba Nchu on 21 September 2017.

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