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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

Zakes Mda honoured at UFS Summer Graduation
2013-11-21

 
The awarded author, Dr Zakes Mda, received his honorary doctorate at the University of the Free State at the December Graduation Ceremony. Pictured here with him is Dr Khotso Mokhele, Chancellor of the UFS.

Live streaming will be available: http://www.ufs.ac.za/ufslivestreaming/ 

On Thursday 5 December 2013, the University of the Free State (UFS) will award more than 300 degrees and qualifications during the Summer graduation at the Bloemfontein Campus.

The graduation will take place during two ceremonies in the Callie Human Centre, where master’s and PhD degrees will be awarded during the first ceremony at 10:15 and diplomas, certificates and undergraduate qualifications awarded to students from the School of Open Learning and the Faculty of Health Sciences at 14:30.

An honorary doctorate from the UFS will also be bestowed on the author, Dr Zakes Mda, during the morning ceremony.

Dr Mda is a South African literary icon and public intellectual with extraordinary local and international influence. Mda’s contribution to world literature and contemporary South African public life resonates powerfully with some of the fundamental principles of the Academic and Human Projects articulated in the strategic thrust of the University of the Free State, which makes him an ideal candidate for an honorary doctorate from our university.

Some of his most famous works include Ways of Dying, Heart of Redness, The Madonna of Excelsior, The Whale Caller, Cion, Black Diamond and his recent memoir: Sometimes There is a Void: Memoirs of an Outsider.

The Springbok rugby player, Jannie du Plessis, will address graduandi during both ceremonies.

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