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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

Tutu-Jonker Prestige Lecture Series tackles reconciliation
2017-11-13

Description: ' 000 a Tutu Jonker Prestige Lecture Tags: Tutu Jonker Prestige Lecture

Prof Rian Venter; Prof Eddy van der Borght, guest speaker from Vrije
Universiteit, Amsterdam; and Prof Fanie Snyman, Dean of the Faculty
of Theology and Religion at the UFS.
Photo: Supplied

The Faculty of Theology and Religion recently hosted the annual Tutu-Jonker Prestige Lecture Series at the Bloemfontein Campus of the University of the Free State (UFS). The purpose of the lecture series is to address modern-day and pressing social challenges from a theological and religious perspective.

With the theme Religions and reconciliation of conflicting identities, guest speaker and Desmond Tutu Chair on reconciliation at the Faculty of Theology: Vrije Universiteit Amsterdam, Prof Eddy van der Borght, spoke about the reformation in the context of shifting European identity formations.

Reconciliation versus social identity

“My focus is on what the Christian concept of reconciliation means for reconciliation in society,” said Prof Van der Borght. He deliberated the global problem of conflict generated by diverse social identities. He also emphasised that religion has huge resources to contribute towards overcoming conflicting identities.

“The theory is that religions know about reconciliation, while in practice it is much more complicated, because often religions are part of the problem of conflict,” he says. He said religions are often the problem in social cultural identities, especially regarding conflict involving different nations, racial, and ethnic groups.

Honouring prominent theologians Tutu and Jonker

The name Tutu-Jonker originates from the two theologians, Emeritus Archbishop Desmond Tutu and the late Prof Willie Jonker, who are both regarded as prominent theologians known for their emphasis on reconciliation in South Africa. The significance of combining the two names is said to bring together two different theological traditions (Anglican and Reformed), cultural groups, and races.

Prof Fanie Snyman, Dean of the Faculty of Theology and Religion, said, “This will also serve the purpose of a welcoming culture at the faculty, embracing diversity and embodying reconciliation.” Both of these theologians received honorary doctorates in Theology from the UFS.

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