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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

Self-help building project helps to change lives
2017-12-15


 Description: Eco house read more Tags: Anita Venter, Start Living Green’, Earthship Biotecture Academy, construction skills 

Anita Venter, lecturer in the Centre for Development Support, with the residents of
the eco friendly house. Photo: Supplied

UFS PhD student Anita Venter did not know it in the beginning, but her doctoral research would eventually change her life and the lives of many others. 

The research was whether South Africa’s housing policies were socially and culturally responsive to grassroots reality in informal settlements. Venter agreed her research approach might have raised a few eye brows, but it was a journey she holds had more benefits than failures. 

Green living
For her case studies, Venter looked at ‘Start Living Green’ as a concept and further examined the implementation models of Earthship Biotecture Academy in New Mexico and Central America and the Long Way Home non-profit organisation in Guatemala. 

These groups train people with no specialised construction skills in applying and managing environmentally sound self-help building projects. Furthermore, their primary objectives were not building-related, but people-centred, with an advocacy role to create social, environmental and educational change through utilising the building technologies. 

It resulted in Venter signing up for a course in Guatemala to get the skills to implement her case studies here at home in Bloemfontein. 

An experimental mud, straw and waste material structure in her back yard grew into similar houses built in informal settlements, through the transfer of knowledge of indigenous building methods.  

Are rickety corrugated iron shacks only alternative?

Her case studies, one in Freedom Square in the Mangaung Metro Municipality, highlighted, among others, baffling tenure insecurities and “tangible conflicts” entrenched between Westernised and African perspectives on home ownership.

Venter says her thesis, in essence, did not oppose existing housing strategies but did challenge the applicability of an economically inclined model as the most appropriate housing option for millions of households living in informal settlements. 

The main findings of the case studies were that self-help building technologies and skills transfer could make a significant contribution to addressing housing shortages in the country; in particular in geographical locations such as the Free State province and other rural areas.

Venter’s own words after her academic endeavour are insightful: “These grassroots individuals’ courage to engage with me in unknown territories, gave me hope in humanity and inherent strength to keep on pursuing our vision of transforming informal settlements into evolving indigenous neighbourhoods of choice instead of only being living spaces of last resort.”

Positive results 
The study has had many positive results. The City of Cape Town is now looking at new innovative building technologies as a result. Most importantly Venter's study will open further discussions that necessarily challenge the status quo views in housing development. 

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