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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

Prof Hussein Solomon, an expert voice on Islam in Africa
2013-02-25

Prof Hussein Solomon
Photo: Supplied
25 February 2013

Prof Hussein Solomon, Senior Professor in the Department Political Studies and Governance, has been appointed Senior Research Associate of the Israeli think tank Research on Islam and Muslims in Africa (RIMA). 

Prof Solomon will give an expert voice on the topic of Islam in Africa, participating with other researchers in the network on political Islam and terrorism on the African continent. The centre is the only one in the world which solely deals with Islam and Muslims in Africa.

An expert on the topic of Islam on the continent, Prof Solomon says it’s an important focus area given the rise of Al Shabab in Somalia and its terrorist attacks across the world. He further mentions the rise of Al Qaeda in the Islamic Maghreb and other such groups operating in Northern Mali, prompting the recent French intervention, as well as the increasing incidence of terrorism in Nigeria perpetrated by the Islamist Boko Haram.  "If you want to save lives, then you need to understand how such movements originated and how they operate."

The academic says through RIMA and its global network, he will work with other researchers and engage in collaborative research projects on the same issue, allowing for the rapid cross-pollination of ideas. "For the University of the Free State, it once more underscores the fact that, with the information age, you do not have to be in the capital of the country to be globally relevant. Indeed, in recent years the University of the Free State has increasingly been seen as a global actor in the academic arena."

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