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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

UFS to implement a policy on HIV and Aids
2005-03-14

The Council of the University of the Free State (UFS) approved the implementation of a policy on HIV and AIDS.

“With this policy we recognise the seriousness of the HIV and AIDS epidemic and the potential impact this disease can have on both the UFS and the wider society.  We are committed to addressing HIV and AIDS in a positive, supportive and non-discriminatory approach by providing resources and leadership to implement HIV and AIDS university-based, as well as community outreach programmes,” said Dr Ezekiel Moraka, Vice-Rector:  Student Services at the UFS.

The objectives of the policy include:

  • The protection of individual rights of confidentiality and freedom from discrimination.

  • The promotion of a sustained educational programme that provides counseling and current accurate information to the University community and to the outside community.

  • The promotion of behaviors that reduce or minimise the risk of acquiring HIV infection and generally create a safe environment.

  • The provision of leadership in teaching, research and community service on HIV and AIDS and its impact.

  • The provision of leadership in promoting the human rights based approach to HIV and AIDS, and thereby also breaking down the stigma attached to the illness.

“The policy also makes provision for the establishment of a Centre for HIV and AIDS within Kovsie Health.  This centre will render HIV and AIDS related support services and initiatives to the whole campus,” said Dr Moraka.

According to Dr Petro Basson, head of the Centre for HIV and AIDS at the UFS, there is less than 1% incidence of HIV positive cases amongst undergraduate students on the main and Vista campuses.  All these students take part in a voluntary confidential counseling and testing programme (VCCT).  In the case of postgraduate students, there is about 1% incidence on both campuses.

“The Centre for HIV and AIDS has led in the development of information campaigns and workshops for students and staff to make them aware of the risks of HIV and AIDS and the necessary measures to ensure their safety.  We have found that, because students have access to the right information, they are more cautious when it comes to HIV and AIDS.  Awareness campaigns are also conducted throughout the year – especially during rag and intervarsity,” said Dr Basson.

“Some departments have also taken the lead in introducing aspects of HIV and AIDS into academic programmes while important research on the HIV and AIDS topic has already been completed and receives continuous attention,” said Dr Basson.

To achieve a coordinated approach, a Life Skills Forum will be established consisting of representatives of among others the Student Representative Council (SRC), academic departments, trade unions, Kovsie Counseling and Development, etc.

“With this policy the UFS pledges its commitment to participate actively in the fight against the disease,” said Dr Moraka.

Issued by: Lacea Loader
Media Representative
Tel:   (051) 401-2584
Cell:  083 645 2454
E-mail:  loaderl.stg@mail.uovs.ac.za
14 March 2005

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