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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

Kovsie Dux student seeks to help farmers through her research
2017-10-24

Description: Dux student Tags: Kovsie Dux student, Chéri-Lynn Steyn, Research Assistant, Wag-'n-Bietjie, Animal Science & Agricultural Economics 

Chéri-Lynn Steyn, the Kovsie Dux student for 2016/2017,
likes going on game drives in the Kruger National Park
and taking photographs of birds with her brothers.
Photo: Jóhann Thormählen


From failing her first test at university to becoming the Kovsie Dux; from being a first-year in a tutor class to becoming a tutor   these are snippets from Chéri-Lynn Steyn’s journey at the University of the Free State (UFS).

Although she was not accepted into Medical School to pursue her childhood dream of studying Medicine, she has never looked back and now wants to guide farmers on how to be more efficient and sustainable.

Steyn, who studies BScAgric Animal Science and Agricultural Economics, was crowned the Kovsie Dux Student for 2016/2017. The award recognises and rewards the top-performing and all-round brilliant student. The criteria are a high academic average, coupled with excellent participation and excellence in extra-curricular activities like Community Service, Culture, Leadership and Sports.

Overcoming obstacles a highlight
The Research Assistant at Agricultural Economics says she cannot believe she is the winner. After three years at university, her CV includes 29 modules and 29 distinctions, but she is a well-balanced individual. She has been on the Agricultural Committee, First-Years Committee at Wag-'n-Bietjie residence, a class representative, is an interprovincial hockey umpire, and has cycled the Cape Town Cycle Tour and Telkom 94.7 Cycle Challenge.

Steyn recently looked back at her UFS journey: “From a layman who knew nothing about the agricultural industry, to someone who is able to understand and join in conversations about the industry,” she says. “My personal highlights are those small significant moments of overcoming obstacles.”

Effort less when you love what you do
She says her success is through grace and the Lord’s strength. “I endeavour to never compare myself to others, but set the standard against myself. This enables me to push myself harder and further than I did previously.”

Steyn also feels that when you love what you do, putting in a lot of effort is no effort at all. “My big dream is to be able to help farmers on a large scale through the research I do.”

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