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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

Statement from Prof Jonathan Jansen regarding a misquote about Madiba
2013-04-10

08 April 2013

Comments made by learners who attended the Leadership Summit (pdf)

Prof Jonathan Jansen: Presentation about Great Leaders (pdf)

The news article that first appeared in Volksblad of Monday 8 April 2013 claiming that I wanted Madiba to die, refers.

This is a complete misrepresentation of what I said. My argument was that Madiba had done so much for South Africa, that he had served South Africa well, and that sometimes you just wish that people would leave him alone so that he can pass his final days quietly.

Like all South Africans, I want Madiba to live as long as possible, but without the constant glare and speculation of the media and others. He needs to be left alone to rest and die in peace. That was the content and context of what I said.

To misrepresent a lengthy statement on a talk which was entirely devoted to extolling Madiba’s leadership — alongside that of Luthuli, Ghandi and Martin Luther King Jr (this was the main photograph on the screen) — is mischievous. The seven characteristics of leadership of Mandela, and the other three, were what the one hour and ten minute talk was about — something completely ignored in the misrepresentation.

It is true that I depicted the crises from Marikana to the Catholic Church as crises of leadership and not primarily military or religious blunders.

It is also true that I argued that the official representation of the hospital visits as ‘routine checkups’ was inaccurate for aged people, since at the age of 94 no hospital visit is ‘routine.’ That is what I said.

- Prof Jonathan Jansen, Vice-Chancellor and Rector, University of the Free State

Media Release
08 April 2013
Issued by: Lacea Loader
Director: Strategic Communication
Tel: +27(0)51 401 2584
Cell: +27(0)83 645 2454
E-mail: news@ufs.ac.za

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