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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

Department of Political Studies and Governance involved in regional seminar on peace and security in Southern Africa
2012-09-26

Attending the Lusaka seminar was from the left: Prof. Hussein Solomon; Prof. Virgil Hawkins from Osaka University and main organiser of the seminar; and Prof. Theo Neethling.
26 September 2012

Two staff members from the Department of Political Studies and Governance, Prof. Hussein Solomon and Prof. Theo Neethling, were recently invited by the Osaka University in Japan to participate in a regional seminar in Lusaka, Zambia, on multinational peacekeeping and peace enforcement in Southern Africa.

The seminar was organised by the Southern African Centre for Collaboration on Peace and Security funded by the Japan Society for the Promotion of Science. Prof. Solomon presented a paper on the establishment of the Southern African contingent of the African Union’s African Standby Force, while Prof. Neethling presented his paper on United Nations peacekeeping operations in the war-ravaged eastern parts of the Democratic Republic of Congo.

The participation of Prof. Solomon, Senior Professor, and Prof. Neethling, Head of the Department of Political Studies and Governance, comes from a cooperation agreement between Osaka University’s School for International Public Policy (OSIPP) and the Faculty of Humanities at the University of the Free State. The agreement covers issues like joint collaboration projects, the exchange of staff and senior students and joint conferences. One of the key joint areas lay in the Southern African Centre for Peace and Security Studies, a consortium of several Southern African universities with Osaka University and the University of the Free State as its key pillars.

Other universities include the University of Zambia, Zambian Open University, University of Dar es Salaam, Mozambique-Tanzania Centre for Foreign Relations. Academics from other universities in the region, like Nzuzu University in Malawi, University of Botswana, University of South Africa, Stellenbosch University, University of Zimbabwe, are all in the network.

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