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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

“I, too, am an African,” says visiting US drama professor
2013-03-06

 
Africans are of blood and of soil, says Prof Charles Dumas in his inaugural lecture at the UFS. Speaking on the topic I, too, am an African, Prof Dumas reminisced about his life and experiences on the continent.
Photo: Minette Grove
05 March 2013

Lecture (pdf)

What is an African? Is it those born in Africa, defined in racial and genealogical terms, or those who identifies with the continent in nationality and ancestral location? Did the descendants of enslaved Africans in the US, the Caribbean or Brazil lose their Africaness when their ancestors were put on slave ships to the New World?

These were some of the questions raised by Prof Charles Dumas, visiting senior professor in the Department Drama and Theatre Arts, in his inaugural lecture at the university.

Proclaiming attachment to the continent, Prof Dumas told his audience there are two types of Africans: Africans of the blood and Africans of the soil. In a speech titled, “I, too, am an African,” he stated that he lay claim to his ancestral birthright not because of blood relationship to an identifiable ethnic group or birthright to the continent, but because he earned it.

“I suggest another way that one can be an African, is through trial and struggle to be reborn an African in spirit. It is a ritual journey that may be taken by anyone. For, after all, if we are to believe the anthropologists who tell us that human life as we know it began in the Olduvai Gorge, genetically we are all African in origin.”

Prof Dumas, a senior professor at Penn State University in the USA, took the audience on a journey of his experiences on the continent, starting in 1978 when he first came to South Africa as a legal observer. Noticing the changes between Apartheid and today’s South Africa, he said this generation are committed to learn from each other – and that is the most important, he said.

“With their hopes and aspirations they earnestly desire to live in the new South Africa that we promised them. We must support them in their effort. It is time we stored our old baggage in the closet.”

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