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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

Prestigious Helgaard Steyn Prize to be awarded to UFS composer
2010-11-08

 Hans Huyssen.

The composer Hans Huyssen, affiliated with the Department of Music at the University of the Free State (UFS), is to be the current recipient of the prestigious 2010 Helgaard Steyn Prize, the prize-winning work being Huyssen’s Proteus Variations (2006).Annually this award is administered and presented to a selected composer, painter, author, or sculptor by the Universities of the Free State and the North-West on a rotating basis. The judges for this year’s prize were Prof. Bertha Spies, Research Fellow, North-West University, and Professor Extraordinary, University of Pretoria, and Mr Noel Stockton, Senior Lecturer at the University of the Free State.

Hans Huyssen’s musical activities encompass the diverse poles of early and contemporary Western and African music, often in an attempt to assimilate the essential qualities from all these fields. His intense focus on contextuality suggests that he approaches music as a profoundly social force which has a particular role to play in our ‘new’ diversified South African society.

The Proteus Variations were commissioned by the Deutsche Welle Radio for the South African National Youth Orchestra 2006, and were premiered at the Beethoven Bonn Festival during 2006. These variations are described by the composer as “a musical representation of South Africa’s manifold Proteaceae”, named for the Greek god Proteus who, at will, was capable of assuming a spectrum of shapes and appearances. As the composer states: “It is worth noticing that a Protea is South Africa’s national flower. What could be more appropriate in providing a key to an opposite perception and understanding of the country’s diverse cultural expressions? In this regard it is my hope that the Proteus Variations may contribute a little to the wide scope of cultural responses necessary to begin to do justice to the extremely rich tapestry of our immediate cultural and natural surroundings”.

The prize of R170 000 will be awarded to Hans Huyssen by a representative of ABSA Trust, who is one of the trustees of the Helgaard Steyn Trust, in Bloemfontein on 8 November 2010.

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