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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 becomes the first university in Africa to sign a memorandum of understanding with the United Nations University
2009-12-01

 During the signing of the memorandum of agreement between DiMTEC and the United Nations University in Bonn, Germany were, from the left, seated: Prof. Konrad Osterwalder, Under-Secretary-General of the United Nations and Rector of the United Nations University; and Prof. Herman van Schalkwyk, Dean of the Faculty of Natural and Agricultural Sciences at the UFS; back: Prof. Dusan Sakulski, Academic Officer, UNU Cooperative Unit for South Africa; and Mr Andries Jordaan, Director of DiMTEC at the UFS.
Photo: Supplied
 
The University of the Free State (UFS) has become the first university in Africa to sign a memorandum of understanding with the United Nations University. The memorandum of understanding was negotiated by Mr Andries Jordaan, Director of the UFS's Disaster Management Training and Education Centre for Africa (DiMTEC).

Mr Jordaan negotiated with the United Nations University Institute for Environment and Human Security (UNU-EHS) to foster a relationship and combine their pool of resources for training in different aspects of Disaster Management. A triangular agreement between DiMTEC, UNU-EHS and the University of Novi Sad in Serbia will be established in three phases. The first phase is the signing of a memorandum of understanding between DiMTEC and UNU-EHS. This phase was completed in September 2009, when Prof. Konrad Osterwalder, Under-Secretary-General of the United Nations and Rector of the United Nations University, and Prof. Herman van Schalkwyk, Dean of the Faculty of Natural and Agricultural Sciences at the UFS signed the memorandum in Bonn, Germany. The second phase is a memorandum of understanding between UNU-EHS and the University of Novi Sad.

The memorandum of understanding entails among others joint projects between DiMTEC and the UNU-EHS, research for specific projects, exchange of lecturers and that the UNU will assist DiMTEC with external evaluation. As a result of this memorandum, the two universities have already combined their pool of resources by presenting a vulnerability short course and a visitation to the Republic of the Congo.

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