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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

DNA sequencer launched at the UFS
2013-11-25

Dr Gansen Pillay, Deputy Chief Executive Officer of the National Research Foundation, explaining to the scholars what will be expected of them.

The University of the Free State (UFS) can now collect immensely valuable data on drug resistance in HIV/Aids and TB with the new DNA sequencer that was launched recently at the International workshop on HIV/AIDS and TB drug resistance at the Bloemfontein Campus.

The DNA sequencer will allow the Free State province to produce viral and bacterial genetic data to fight the local development of HIV/ Aids and TB drug resistance.

The HIV and TB epidemics have expanded very fast and South Africa now has the largest HIV and TB treatment programme in the world, with over 2 million patients on treatment. However, these successful treatment programmes are now being threatened by the appearance of drug resistance.

The Free State province has been at the forefront of fighting HIV drug resistance in South Africa and has one of the most advanced treatment programmes for the management of resistance strains in the country. In addition, researchers at the University of the Free State are leading partners in the Southern African Treatment and Resistance Network (SATuRN; www.bioafrica.net/saturn), a research network that has trained over 2 000 medical officers in the treatment of drug resistance strains.

The Department of Medical Microbiology and Virology in the Medical School at the UFS has partnered with the provincial department of health, the Medical Research Council (MRC) and the Delegation of the European Union to South Africa to fund a dedicated DNA sequencer machine that will be used to generate HIV and TB drug-resistance results. This new machine will enable cutting-edge research to take place, using the data in the province and, importantly, support patients with resistance strains to have access to advanced genotypic testing techniques.

“HIV drug resistance is a very serious problem in South Africa, and the recent advances in DNA testing technology allow clinicians in the province to access drug resistance testing, which enables them to manage patients appropriately who fail treatment, and use the results to cost-effectively extend and improve patients’ lives,” says Dr Cloete van Vuuren, Specialist in Infectious Diseases at the UFS’s Faculty of Health.

Dr Dominique Goedhals, pathologist from the Department of Medical Microbiology and Virology at the UFS, adds: “We have been looking forward to expanding our work with the clinicians and researchers, using DNA sequencing to shed light on the causes and consequences of drug resistance in urban and rural settings in the province.”

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