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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

Centre for Africa Studies concludes ANC Centenary Dialogue series
2013-02-20

 

Attending the closing seminar were from left: Prof Chris Saunders, Editor of the ANC Centenary dialogue book; Vincent Khetha from the Free State Provincial Government’s Department of Sport, Arts, Culture and Recreation; Prof Kwesi Prah; Siphamandla Zondi, Editor of the ANC Centenary dialogue book; Dr Dennis Goldberg and Prof Kwandiwe Kondlo.
Photo: Steffi Cawood
20 February 2013

Speech:"The future of South Africa in Africa" (pdf)

The Centre for Africa Studies received praise for the series of dialogues it hosted on the ruling ANC party, conversations which started before the party held its 53rd National Conference on our Bloemfontein Campus.

The Centre recently hosted the last seminar in the ANC Centenary Dialogue series, a project which started in November 2010 when the ruling party prepared for its centenary celebrations in 2012.

Prof Kwandiwe Kondlo, former Head of the Centre, and currently professor at the University of Johannesburg, told guests at the closing seminar, "it was a job well done which kept dialogue going on". Prof Kondlo said a book with a collection of papers presented during the series is being finalised, with senior ANC officials expected to attend the book launch on the Bloemfontein Campus later this year. The book features chapters by scholars like Profs Stephen Ellis, Shireen Hassim, Colin Bundy and Ben Turok and covers topics on the role of women in the liberation struggle, the party's economic policy and the history of the party in exile.

Speakers at the closing seminar included Prof Kwesi Prah, whom Prof Kondlo introduced as "one of Afica's intellectual giants,” struggle veteran, Dr Dennis Goldberg and the new Head of the Centre for Africa Studies, Prof Heidi Hudson.

Prof Prah, who delivered the keynote address, spoke about "The future of South Africa in Africa."

 

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