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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

Kovsies present case studies to Tata Africa
2014-04-15

Tata Africa welcomed four top scholarship winners from the University of the Free State’s (UFS’s) Business Management Department who were awarded academic bursaries in 2013 for developing practical marketing strategies for the Tata group companies as part of their studies.

The students presented their winning case studies to a panel of Tata Africa executives and senior managers in Johannesburg.

“The Tata group places social responsibility at the core of its business DNA. This kind of support characterises our commitment to communities where Tata companies operate worldwide,” said Thami Mbele, Managing Director for Tata Africa Holdings.

“The impressive work of the Strategic Marketing students of the University of the Free State’s Business Management Department, who have been using Tata group companies as examples for their practical marketing strategies, deserve recognition,” he added.

To date, Tata has invested R275 000 in the University of the Free State’s talent pool. Over the past six years, Tata Africa has invested over R10 million in scholarships in Africa.

Second-semester students of the Strategic Marketing course, Lebohang Masoabi, Estie Brown, Lynne Harvey and Cecile Boshoff, were given a rare opportunity to apply their theoretical knowledge by developing practical marketing strategies for Tata group companies operating in Africa. Students presented their ideas to a panel of UFS and Tata representatives in 2013, and 27 out of 78 groups were selected to compete for academic bursaries sponsored by Tata.

Through its scholarship programme, Tata Africa is committed to investing in future African entrepreneurs, leaders of industry and business.

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