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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

Nadine Gordimer lauds university for transformation
2012-11-09

Nadine Gordimer
Photo: Sonia Small
09 November 2012

Lecture (Pdf format)

Renowned writer and Nobel Prize winner Nadine Gordimer has lauded the university for its efforts at reconciliation, highlighting several initiatives the university has put in place over the last few years.

She delivered the inaugural Reconciliation Lecture on the Bloemfontein Campus, and was introduced as a “champion of human oneness” by Prof. Pumla Gobodo-Madikizela, Senior Research Professor on Trauma, Forgiveness and Reconciliation, who also referred to Gordimer as “the living expression of the power of critical consciousness”.

Gordimer praised the university by saying it was doing things in South Africa differently from what had been done during the country’s shameful past. In a message addressed at students, her lecture touched on topics of race, reconciliation, freedom of expression, education, inequality and poverty.

“Black and white – we have been conditioned; no, brain-washed, by legal and cultural and even religious, demeaning distinctions between race and colour. This university has discarded; is tackling these: an image breaking of false consciousness. We await your generation’s entry to public life, when you come out of the University of the Free State equipped to bring to us, along with your professional degrees, the way to function in a population as the human beings you have learnt to be at this university.”

The Nobel laureate also warned students of threats facing South Africa’s future.

“What is your reaction, then, to the Protection of State Information Act, the Secrecy Act that has been drop on our heads? The Secrecy Act means that we the people are not allowed to know the facts about our own country. Know how our society, our population is manoeuvred by those entrusted and empowered by our votes.”

The inaugural lecture was hosted by the Vice-Chancellor and Rector, prof. Jonathan Jansen, and the Rectorate, with the support of the Institute for Reconciliation and Social Justice and Prof. Gobodo-Madikizela.

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