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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

Two academics will be sorely missed
2013-04-02

  

Prof Andrew Marston and Prof Bannie Britz
Photo: Supplied
02 April 2013

The staff and students of the University of the Free State (UFS) are deeply saddened by the recent passing in Bloemfontein of two of the university’s most esteemed and renowned academics, Prof Bannie Britz and Prof Andrew Marston.

Prof Britz was the Head of the Department of Architecture from 1992 to 2000. He was renowned in his field, winning numerous prizes for Architecture, including the Gold Medal for Architecture from the South African Academy of Arts and Sciences.

“As professional architect and urban designer, Prof Britz was a much awarded architect who received numerous award of merit from the South African Institute of Architects for buildings erected in South Africa over the years,” said Martie Bitzer, Head of the Department of Architecture.

Apart from his acclaim elsewhere, Prof Britz also played a major role in the day-to-day activities of university’s staff and students. He was responsible for the design of the many walkways on campus and the refurbishment of the Main Building on the Bloemfontein Campus. For the many contributions in his field, Prof Britz was awarded an Honorary Doctorate by the UFS in 2007.

Prof Andrew Marston, a specialist in natural product chemistry and methods associated with the isolation and analysis of medically important chemicals from plants, was appointed from Geneva, Switzerland in 2009 under the UFS Strategic Cluster for Advanced Biomolecular Research.

He obtained a B-rating from the National Research Foundation (NRF) in 2011, and was consequently appointed as a senior professor in die UFS Senior Professor Programme. “He has made valuable contributions to the UFS in terms of teaching and postgraduate supervision, as well as research. In his short stay at the UFS, he already co-authored more than ten papers in international chemistry literature,” said Prof André Roodt, Head of the Department of Chemistry.

His research group was part of a multilateral agreement in the European Union (EU) with a number of African and three European universities. He obtained new research funding from the Seventh Framework Programme of the EU for the Building Sustainable Research Capacity on Plants for Better Public Health in Africa project, from the Norwegian Research Council for bioprospecting and the isolation and structure determination of compounds from plants and algae, and from the South African Rooibos Tea Council.

The memorial service for Prof Britz took place on Friday 5 April 2013 in the Berg-en-Dal Dutch Reformed Church in Bloemfontein. The service for Prof Marston took place in the Trinity Church, Charles Street, Bloemfontein.

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