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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

University recognised as leading Higher Education Institution for students with disabilities
2013-12-05

The University of the Free State has been lauded for creating an inclusive environment for persons with disabilities, winning the 2013 National Disability Higher Education Institution Award. The award was presented at the National Disabilities Awards held in Port Elizabeth as part of the celebrations for International Day of People with Disabilities.

The Deputy Minister for Women, Children and People with Disabilities, Hendrietta Ipeleng Bogopane-Zulu, commended the university during the event for standing out among South African institutes of higher education. She told the audience the award gives recognition to institutions that demonstrate, through their strategy and policy, the provision of an inclusive environment for persons with disabilities. This is done through the use of technology and accessibility at their premises.

It's not the first time the university received praise from the deputy minister. In 2012 she visited the Bloemfontein Campus as part of a nation-wide roadshow to assess disability compliance and support services at all universities and FET colleges. Impressed with the work of the Unit for Students with Disabilities (USD), she recommended that staff from various higher education institutions visit the campus to gain insight into what they are doing.

Receiving the award on behalf of the university, Hetsie Veitch, Director of the USD, says the award recognises the commitment of the university’s senior leadership, who support the USD in creating a learning environment that is welcoming and accessible to all students.

Rudi Buys, Dean of Student Affairs, says the university is appreciative of what the USD does and says the award is a great achievement for a unit that only started functioning on its own three years ago. “The role of our support unit for Students with Disabilities has since 2010 grown to hold not only a prominent place in our institutional reflection on and implementation of approaches of universal access, but also to stand as leading department in building and bearing witness to the commitment of the UFS to values of universal access.”

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