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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

IRSJ Research Fellow promotes human rights transformation
2017-10-05

 Description: Coysh read more Tags: Transformation, human rights, education, community, research 

Dr Joanne Coysh and Dr Sahar Sattarzadeh attend the
launch of Human Rights Education and
the Politics of Knowledge.
Photo: Luis Escobedo D’Angles


Dr Joanne Coysh is a multi-talented individual who has designed, facilitated, and accompanied participatory processes for research, learning, and change. She is also a postdoctoral research fellow from the University of Warwick, in the UK, and is working at the Institute for Reconciliation and Social Justice (IRSJ) at the UFS.  Dr Coysh’s book, Human Rights Education and the Politics of Knowledge, was launched at the Centenary Complex on the Bloemfontein Campus by the IRSJ on 15 August 2017. 

Connecting theory with practice
In the book, she argues that the traditional ways in which human rights education is conducted often become an obstacle. Based on her work on participatory group processes, Dr Coysh is uniquely positioned to bring a different and more practical, even radical, angle to the process of human rights education. Her purpose with the book is to connect theory to practice in order to design processes through which people begin to take positive and transformative decisions and actions. These not only have the potential to transform lives but our relationships with each other and the world in which we live as well.

Teaching and learning from the bottom up
When working with individuals and groups, Dr Coysh believes that they should be engaged, enabled, and empowered throughout the process. Not only does she explore real problems in context, but when doing her work, she also believes in encouraging respect for existing research and knowledge.
 
Her international experience in education and working in communities has allowed her to integrate global best practices into local application, allowing her to explore the big picture as well as local context. Having mastered the art of balancing theory with practice, research with reality, and facilitation with integration, her book shows how this dance can turn human rights education into human rights transformation.

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