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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

Discussion on decolonising the UFS draws international speakers
2017-11-07


During an insightful two days (27-28 October 2017), bright young minds and experienced thinkers came together at the University of the Free State (UFS) to engage in deep philosophical talks on the topic of decolonisation.  The event was hosted by the university’s Centre for Africa Studies and the Department of Philosophy.

Heavyweight thinkers
Attendees to this colloquium were treated to the thoughts of renowned academics from various social sciences disciplines, including: Prof Francis B. Nyamnjoh, University of Cape Town; Prof Henning Melber, Dag Hammarskjöld Foundation, Nordic Africa Institute, University of London, University of Pretoria and the UFS; Prof Heidi Hudson, UFS; Prof Sabelo J Ndlovu-Gatsheni, University South Africa; Alida Kok, Unisa; and from the UFS Prof Johann Rossouw, Dr Stephanie Cawood, Dr Christian Williams, and Khanya Motshabi. All the speakers had extensive global experience that allowed them to use practical examples to illustrate theoretical ideas. These ranged from students removing colonial spirits with African rituals, incorporating indigenous knowledge systems in curricula, to the creation of cultural houses on campuses where students can become acquainted with different cultures in a safe space.  

 

 Description: Decolonising colloquium bigger Tags: Decolonising colloquium bigger

Questions from attendees at the recent colloquium on decolonising the university,
hosted by the Centre for Africa Studies and the Departement of Philosophy,
showed a search for solutions to the current decolonising dilemma.
Photo: Charl Devenish


Where to from here?
Questions from attendees showed a search for solutions to the current decolonising dilemma. How will it look? Is it possible? Has it worked anywhere? During the two days, it became clear that colonialism reaches far and deep, rendering decolonisation a complex problem that should be addressed carefully to avoid greater divisions. “Colonisers and colonised are two sides of a coin,” Prof Melber explained. “Essentially it means that we are part of the same coin.” This metaphor illustrated how there is no right or wrong world view, or right or wrong knowledge – there should, however, be an integrated approach suitable for that “one coin”. 

It starts at home
Successful decolonisation starts in the mind, it was agreed. Colonisation robbed us all of a richness of knowledge by offering absolutes, or “the only truths”. Questioning existing colonial knowledge and exploring other bodies of knowledge will ultimately lead to a new world of knowledge. Being mediators between the different worlds of knowledge is what the new generation of academics needs to become.  

 

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