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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 Council votes on top appointments
2003-11-24

The Council of the University of the Free State (UFS) today voted on the filling of four senior vacancies, including three posts at Vice-Rector level and one at the level of Dean.

The Council voted as follows:
- Prof Magda Fourie will be offered the post of Vice-Rector: Academic Planning
- Dr Ezekiel Moraka will be offered the post of Vice-Rector: Student Affairs
- Prof Teuns Verschoor will be offered the post of Vice-Rector: Academic Operations
- Prof Letticia Moja will be offered the post of Dean: Faculty of Health Sciences

Two of the candidates, Prof Teuns Verschoor and Prof Magda Fourie, are currently acting Vice-Rectors at the UFS. Prof Verschoor is acting Vice-Rector for Student Affairs and Prof Fourie is acting Vice-Rector for Academic Planning. Dr Moraka is currently Dean of Student Affairs at the University of Pretoria (UP). Prof Moja is currently the acting Dean of the Faculty of Health Sciences at the UFS.

According to the Rector and Vice-Chancellor of the UFS, Prof Frederick Fourie, the filling of these senior vacancies comes after one of the most thorough search and selection processes ever at the UFS.

“It is wonderful that we are able to celebrate the outcome of this process that has brought forward such excellent candidates who reflect our country’s diversity. It shows that we can achieve the goals of quality and diversity at the same time,” Prof Fourie said.

Prof Magda Fourie (49) received her Ph D on Institutional governance of higher education in transition: a South African perspective from the UFS in 1996. She joined the UFS in 1998, later becoming Director of the Centre for Higher Education Studies and Development and Professor in Higher Education Studies. She said in her declaration of intent her aspiration is to contribute to making the UFS the excellent university it foresees in its vision and mission. Academic planning should position the UFS with regard to its core activities strategically as an institution of excellence that will meet the future from a strong basis of academic integrity and credibility.

Dr Moraka (45) received his Ph D in Education Management on Management of change and conflict resolution by student affairs officers at historically white universities in South Africa from the UP in 2002. He is Dean of Students at the UP since 2001. Before that he was Head of Student Support and Student Social Services at the UP for six years. He was also, among others, a lecturer at a college of education and a pastor of the Dutch Reformed Church in Africa. He said in his declaration of intent that diversity can become so greatly emphasised that people can be driven further apart. Focus should be on moulding a student community where everyone can feel at home, a community which lives together and works together without destroying what is unique to each individual.

Prof Verschoor (53) received his LL D in 1980 at the University of Pretoria on The criminal responsibility of psychopaths and similar figures. He was professor in and Head of the Department of Criminal Law and Medical Law at the UFS for 17 years before becoming Dean of Students in 1994. He said in his declaration of intent that he dreams of the realisation of projects that are awaiting the enthusiastic support, bringing together and empowering of persons involved by a Vice-Rector that wants to see the UFS prosper in an era of continuing dynamic development. In this he would like to make a substantial contribution.

Prof Moja (46) received her MB ChB in 1982 from the University of Natal and her M.Med in Obstetrics and Gynecology in 1990 from the Medical University of South Africa (Medunsa). She became a full professor in 2003 at the UFS and has been acting as Dean of the UFS’s Faculty of Health Sciences since February 2003. She said in her declaration of intent that the challenge for her is to manage change with the ultimate aim of both achieving the vision of the UFS and satisfying the needs of the community. Some of the academic challenges include the training of more people from designated groups and rural areas. Careful planning and integration of the curriculum should be done to ensure that all students perform to their best.

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