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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 academic appointed as team doctor for SA Olympic Team
2012-03-22

 

Dr Holtzhausen’s appointment reflects well on the quality of exercise and sports medicine presented at the university.
20 March 2012

Dr Louis Holtzhausen, Head of the university’s Department of Sports and Exercise Medicine, has been selected by the South African Sports Confederation and Olympic Committee (Sascoc) as team doctor for the more than 300 athletes that will represent South Africa at this year’s Olympic Games in London.

“This is definitely one of the most important highlights of my career, in which I’ve worked with professional athletes and top sporting people,” says Dr Holtzhausen, a recognised South African academic in Sports Medicine.

“It is not only an honour to be appointed as team doctor for the South African Olympic Team. It is also a privilege to represent the UFS. The fact that Sascoc approached me reflects well on the quality of exercise and sports medicine that we present here at the university,” says Dr Holtzhausen.

Dr Holtzhausen says he has already worked with some of the athletes in the Olympic Team. These include members of the South African boxing team, the hockey team, as well as track and field athletes that have been preparing for the Olympic Games at the university’s High Performance Unit.

There is, however, hard work ahead for Dr Holtzhausen. His work will start before the team leaves for London in July. “I have to ensure that all the athletes are healthy and that everyone’s immunisation programmes are up to date. We also have to ensure that no athlete takes banned substances,” he says.

During the Games, Dr Holtzhausen will keep an eye on the optimal functioning of every athlete. “Anything that could hamper them medically will be sorted – whether it’s a broken ankle or a cold,” he says.

He will also see to it that medical services are available during the competition. Immediate medical assistance will be available, especially at high contact sports like boxing.

Dr Holtzhausen has also been team doctor for Team South Africa at the All Africa Games, the biggest sporting event in Africa. He was recently appointed as a member of the International Committee and Coordinator for Africa of the worldwide Exercise is Medicine project. This project proposes that exercise be used in the prevention of chronic disease in the general population, as well as in the treatment of people with existing chronic diseases. Dr Holtzhausen is also an honorary member of the South African Sports Medicine Association (SASMA). This membership is awarded to members of the medical and scientific community who make significant contributions to the advancement of sports medicine.

Dr Holtzhausen is a member of the Vice-Chancellor’s Prestige Scholars Programme.
The goal with the Prestige Scholars Programme is to select no more than 100 of the most promising young scholars (typically holding lecturer status) and to make substantial investments in their development towards the professoriate. A tailored, intensive programme of support has been designed which combines international placement working alongside leading scholars in the discipline of the prestige scholar, with intensive mentorship and support from within the university.

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