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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

New York academic pays visit to UFS
2010-08-02

 
 Prof. Teboho Moja, a professor of Higher Education at NYU, paid a successful visit to the UFS. Here are, from left: Mr John Samuel, Interim Director: International Institute for Studies in Race, Reconciliation and Social Justice, UFS; Dr Bryan Urbsaitis, Assistant-Director of Study Abroad, Pace University, USA; Prof. Moja; Prof. Jonathan Jansen, Rector and Vice-Chancellor, UFS; and Dr Olihile Sebolai, Directorate Research Development, UFS.
Photo: Arthur Johnson
 
Prof. Teboho Moja, a professor of Higher Education from New York University (NYU), paid a fruitful visit to the University of the Free State (UFS). During her visit Prof. Moja, who is originally from South Africa, engaged with various stakeholders to further strengthen relations between the UFS and NYU.

Prof. Moja’s research focus is on the change in higher education and the implications of globalisation on higher education systems. As part of her visit to the UFS, Prof. Moja delivered a public lecture, entitled “Diversity oriented transformation for Teaching and Learning”. The lecture was presented by the Directorate Research Development and the International Institute for Studies in Race, Reconciliation and Social Justice.

Prof. Moja studied at the University of the Witwatersrand and obtained her Doctorate in Philosophy at the University of Wisconsin-Madison in the United States of America (USA).

In 1998 she became the first black woman to be appointed as chairperson of the council of the University of South Africa (UNISA). She is also an honorary professor at the University of Pretoria (UP).

On her visit to the UFS Prof. Moja was accompanied by Dr Bryan Urbsaitis from Pace University in New York and Ms Gina Canterucci from NYU. She also led a group of postgraduate students in International Education Studies. These students interacted with fellows from the Grow Our Own Timber Programme of the UFS. The interaction greatly contributed towards enhancing both student groups’ acuity on academic and social matters.

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