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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

UFS and DRC Free State sign cooperation agreement
2013-11-27

The University of the Free State (UFS) recently signed a cooperation agreement for a period of five years with the DRC Free State. In this contract it is agreed that the university will offer theological training to DRC ministers.

With this agreement, the DRC Free State confirmed that the theological training currently offered by the Faculty of Theology meets the requirements and expectations of the church in such a way that her ministers can be trained within this context and ethos of the UFS. The Faculty of Theology believes that church involvement in the training of students of the DRC FS (as with all other churches), as well as the spiritual formation and guidance of those students, are important during their training and should be retained.

According to Prof Driekie Hay, Vice-Rector: Academic, the Faculty of Theology at the UFS is the only institution in Central South Africa that offers complete and comprehensive theological training.

“As the youngest of the faculties at the UFS, this faculty has developed a lot in a relatively short time and is firmly established on many levels. The faculty currently offers training in all theological disciplines, from undergraduate to PhD level,” says Prof Hay.

The Faculty of Theology offers a unique national and international contribution to the development of the church, society and academic theological environment. This is made possible through quality theological training and specialist research based on a framework of classical theological training and research.

The new cooperation agreement that was signed acknowledges the uniqueness and independance of both the DRC in the Free State and the Faculty of Theology as public institutions, and strives to serve the interests of both institutions best.

According to Prof Fanie Snyman, acting Dean of the Faculty of Theology, this new agreement proves that the UFS is not only training students academically, but is also concerned with the human aspect of its students.

“It is a privilege for the university to be associated and work together with the DRC in this way,” says Prof Hay. Rev Jan Lubbe, Moderator of the DRC Free State, also indicated that he is very positive and excited about the new agreement.

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