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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

Prof. Jansen is a "charmer", say students
2010-09-14

Prof. Jansen with Transport personnel.
Prof. Jansen with a B.Ed. student, Nokubonga Mdlalose.
Prof Jansen with Mr Samuel Mensah.
Prof Jansen with Sibusiso Macu, Sindiswa Masango, Mbali Phakathi and Masebabatso Mofokeng.
Prof. Jansen with Ms Mtombeni (in a white coat )

CHARMING, DOWN TO EARTH, STREEWISE … these are some of the words staff and students on the Qwaqwa Campus used to describe our Rector and Vice-Chancellor, Prof. Jonathan Jansen during his recent courtesy visit to the campus.

Prof. Jansen easily mingled and joined in conversations like a person who was acquainted to the groups of friends that he spoke to. Topics ranged from “girlfriends and boyfriends, how easy or difficult that course was, this and that party”, and of course serious academic talk.

“Prof. Jansen jokingly asked me about my white coat and whether I was a medical doctor. And when I answered that I am a cleaners’ supervisor, he became more interested in what I had to tell him,’ said Ms Dineo Mtombeni, a Maintenance Services supervisor.

“He continued to praise me and my colleagues for the cleanliness on campus and I must say he showed that he is a caring person, despite his position,” concluded Ms Mtombeni.

“I was happy to see Prof. Jansen chatting informally with students and staff. I asked him what he thought of our campus and he said he would know it better once he started teaching here once or twice a week,” said Mr Samuel Mensah, Economics lecturer.

“I then invited him to present some Economics classes and he roared with laughter about the difficulty of dealing with our micro and macro aspects of the subject and I asked him to keep it down as that would justify my students’ fear of the subject,” laughed Mr Mensah.

“He is a nice and friendly person,” said a 19-year-old Bachelor of  Commerce student Masebabatso Mofokeng.

“We shared a joke or two with him and it was one of our best experiences here on campus,” added friends, Sindiswa Masango (19) and Mbali Phakathi (19), who are also studying for their Bachelor of Commerce degrees.

A Bachelor of Education student, Nokubonga Mdlalose (20) described Prof. Jansen as a ‘charmer’.

“He is generous with his time, despite the high position that he occupies. He is approachable, friendly, charming, cool, calm and collected,” said Nokubonga.

“He asked me about my studies and I told him I wanted to make a difference in as far as teaching science is concerned. He was very interested in my Biology experiments and I am so glad I met him,” concluded Nokubonga.

– Thabo Kessah

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