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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

Transformation in higher education discussed at colloquium
2013-05-16

16 May 2013

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The University of the Free State hosted the Higher Education Transformation Colloquium earlier this month on the Bloemfontein Campus.

On Monday 6 May 2013 till Wednesday 8 May 2013 the event brought together a wide range of stakeholders, including some members of university councils; vice-chancellors; academics and researchers; leaders of student formations and presidents of student representative councils; transformation managers; executive directors with responsibility for transformation in various universities, members of the newly established Transformation Oversight Committee and senior representatives from the Department of Higher Education and Training.

The event examined and debated some of the latest research studies and practices on the topic, as well as selected case studies from a number of public universities in South Africa.

Delivering a presentation at the colloquium, Dr Lis Lange, Senior Director of the Directorate for Institutional Research and Academic Planning at the UFS, said transformation in South Africa has been oversimplified and reduced to numbers, and the factors that might accelerate or slow the process have not been taken into account.

Dr Lange was delivering a paper, titled: The knowledge(s) of transformation: an archaeological perspective.

Dr Lange argued that “in the process of translating evolving political arguments into policy making, the intellectual, political and moral elements that shaped the conceptualisation of transformation in the early 1990s in South Africa, were reduced and oversimplified.”

She said crucial aspects of this reduction were the elimination of paradox and contradiction in the concept; the establishment of one accepted register of what transformation was and it is becoming sector-specific or socially blind. This means that the process was narrowed down in the policy texts and in the corresponding implementation strategies to the transformation of higher education, the schools system, the judiciary and the media, without keeping an eye on the structural conditions that can influence it in one way or another.

Dr Lange said the need for accountability further helped with reduction of transformation. “Because government and social institutions are accountable for their promises, transformation had to be measured and demonstrated.”

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