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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

Postgraduates’ new Kovsies home
2013-05-10

 
Some of the guests attending the launch, included from left: Prof Driekie Hay, Vice-Rector: Academic, Dr Henriette van den Berg, Director: Postgraduate School and Prof Corli Witthuhn, Vice-Rector: Research.
10 May 2013
Photo: Johan Roux

Postgraduate students and their academic 'parents' at the University of the Free State (UFS) now have a dedicated physical, emotional and electronic space to provide for their specialised needs in order to further promote research excellence at the UFS.

The university's Postgraduate School was launched in May 2011, but ventured further in the quest to fulfil and expand its mandate with new initiatives. These different aspects of the school were launched on Wednesday 8 May 2013 in the CR Swart Auditorium on the Bloemfontein Campus. The postgraduate strategy, postgraduate prospectus, the website and the headquarters of the Postgraduate School in the Johannes Brill Building were all unveiled and launched.

Prof Driekie Hay, Vice-Rector: Academic, who was a major driving force behind the formation of the Postgraduate School, during her address at the opening emphasised the multifaceted and unique relationships which often exist between students and supervisors.

Prof Hay, who has a distinguished academic background in postgraduate teaching, made plain her expectations for the Postgraduate School. She said it aims to "create an intellectual space for postgraduate students and supervisors" in order to produce world-class intellectuals at this university.

She said the school will empower both students who often don't know what to expect from supervision, as well as supervisors who often lack supervision skills. Through this it will be possible to create healthy, productive relationships between the distinct pairs in often misunderstood, unbalanced and intricate interactions.

Dr Henriette van den Berg, Director of the Postgraduate School, introduced the strategic plan of the school and emphasised the great strides that have already been made and what still needs to be done at the UFS in terms of postgraduate teaching. According to her, the Postgraduate School aims towards "holistic development of postgraduate students with transferable skills," through a multi-level and institution-wide approach at the university.

"Our aim is to develop a one-step service for postgraduate students, involving all the different stakeholders," she said.

The new Postgraduate School website was also showcased during the event. Reachable through a number of avenues on the main website, the site offers a digital version of the Johannes Brill Building. Brimming with features catering specifically for local, international, current and prospective students, the website provides crucial information.

The Johannes Brill Building's refurbished interior, with staff offices, seminar rooms and social spaces, were also showcased to UFS' staff and students. The initial phase of the Supervisors' Wall of Fame was also unveiled. According to Dr van den Berg , the wall will after completion bestow much-deserved praise on a hand-picked group of 60 supervisors who have respectively been responsible for more than 300 and more than 500 successful PhD and master's candidates over the past decade.

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