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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 will increase its volume of quality research
2009-11-25

 
From the left are, seated: Prof. Alice Pell, Vice-Provost: International Relations at Cornell University in the USA and Prof. Jonathan Jansen, Rector and Vice-Chancellor of the UFS; standing: Prof. Ezekiel Moraka, Vice-Rector: External Relations at the UFS, and Prof. David Wolfe from Cornell University during the signing of a memorandum of agreement between the two institutions.
Photo: Stephen Collett

The University of the Free State (UFS) is taking its research serious and is therefore going to increase its volume of quality research. This includes the production of quality scholarly books in the humanities and social sciences.

This was said by Prof. Jonathan Jansen, Rector and Vice-Chancellor, at the launch of the Strategic Academic Cluster initiative of the University on the Main Campus in Bloemfontein last night.

“We are going to produce the kind of research that is associated with scholarships. New models of training, new standards of performance and the introduction of an accelerated Vice-Chancellor’s Prestige Scholars’ Programme are among the initiatives that will be introduced. These are all aimed at boosting our university’s research performance,” said Prof. Jansen.

Another strategy to boost research performance at the UFS is the search for 25 leading professors to be appointed across the disciplines, but especially in the social sciences, education and the humanities. These positions have already been advertised and will be phased in with the goal of achieving equity and excellence in the academic and research profile of the UFS. “We’ve had an overwhelming response to the advertisements from local academics as well as those abroad,” said Prof. Jansen.

Each of the six Cluster Directors gave a short presentation of its aim and focus areas during last night’s dinner. These Clusters will in future direct the University’s research endeavours. It represents a move from a fragmented to a more focused approach to research development at the UFS.

The UFS also signed a memorandum of agreement with Cornell University (USA) last night. The guest speaker, Prof. Alice Pell, Vice-Provost: International Relations at Cornell University and member of the UFS’s International Advisory Board, said that, just as the cluster research teams need representatives from different disciplines, universities need diverse partners to recognise their potential fully. Collaborating with partners with ‘fresh eyes’ that have different cultural perspectives, access to different technologies and partners with different priorities can have important implications in the research and education provided by the UFS and Cornell,” she said.

“The interdisciplinary approach adopted by the UFS in developing the Strategic Academic Clusters seems likely to provide students with the intellectual frameworks and research tools that they need to address the problems in society,” she said.

“The most important issues facing the USA and South Africa are similar, namely how to effect the social transformation that will provide equal opportunities to all of our citizens. South Africa, Brazil, India and the USA share strong commitments to democracy, to overcoming our dark histories of religious and racial discrimination and to sustainable economic development without adverse impacts on our planet. We at Cornell are excited about the opportunity to work with the UFS on all of the clusters, but we are particularly looking forward to learning more about social transformation,” said Prof. Pell.

Media release
Issued by: Lacea Loader
Deputy Director: Media Liaison
Tel: 051 401 2584
Cell: 083 645 2454
E-mail: loaderl.stg@ufs.ac.za  
24 November 2009

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