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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

Kovsie alumni honoured
2012-09-10

Mr Mickey Gordon, Head of Marketing at the UFS, with Jaco Loubser (right), Kovsie Alumnus of the Year.
Photo: Dries Myburg
10 September 2012 

Jaco Loubser, the producer of television programmes such as Shoreline on SABC and Groen, Roer and MK Kampus on kykNET has been named as the Kovsie Alumnus of the Year by the University of the Free State (UFS). Loubser and five other Kovsie alumni were honoured for outstanding achievements and contributions at the Kovsie Alumni Awards held on the Bloemfontein Campus.

Jaco, who obtained a master’s degree in Zoology from the UFS, received the award for outstanding achievements on national and international level for his contribution to and development of the South African film and television industry.

Prof. Stephen Brown, Associate Professor in the Department of Paediatrics and Child Health and Prof. Hennie Theron, Associate Professor in the Department of Cardiology, received the Cum Laude Award for exceptional service for a specific profession. Profs. Brown and Theron were recognised as pioneers in the development and application of medical technology, as well as for their pioneering work in paediatric care.

The Kovsie Alumni Awards for outstanding service to the UFS was also shared by two people, namely Prof. Hendri Kroukamp, Dean of the Faculty of Economic and Management Sciences, and Advocate Wessels Oosthuizen, Director of the Centre for Financial Planning Law at the UFS. The Kovsie Ambassador’s Award went to Prof. Matie Hoffman, Associate Professor in the Department of Physics.

Jaco thanked Prof. Hoffman in his speech and said it was good to share the stage with one of his former lecturers. Jaco, who has received numerous awards for his television programmes, said the Kovsie Alumni Award was unexpected and it was a great honour to receive it from his alma mater.
 

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