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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

Knowledge in the blood
2009-08-05

Knowledge in the blood

The book Knowledge in the blood, by Prof. Jonathan Jansen, Rector and Vice Chancellor, is available at a bookstore on the Thakaneng Bridge.

Knowledge in the blood
Confronting race and the apartheid past
Professor Jonathan D. Jansen

978 1 91989 520 8
225 x 152mm
336 pages
Soft cover
May 2009
R250.00 (incl. VAT)
UCT Press
Southern African rights

This book tells the story of white South African students—how they remember and enact an Apartheid past. How is it that young Afrikaners, born at the time of Mandela’s release from prison, hold firm views about a past they never lived, rigid ideas about black people, and fatalistic thoughts about the future? Jonathan Jansen, the first black dean of education at the historically white University of Pretoria, was dogged by this question during his tenure, and Knowledge in the Blood seeks to answer it.

While Jansen originally set out simply to convey a story of how white students change under the leadership of a diverse group of senior academics, Knowledge in the Blood ultimately became an unexpected account of how these students in turn changed him.

“Brave, discerning, and deeply affecting. Bringing realism and rare moral generosity to the most difficult of conflicts, Jonathan Jansen illuminates the struggles faced by the inheritors of violence, as they move from pride and prejudice to a new and larger knowledge. An act of empathy as well as penetrating analysis, Knowledge in the Blood is an inspiring blueprint for thinking about social and personal transformation.”
—Eva Hoffman, author of After Such Knowledge

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