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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 academic discusses Dutch, Afrikaans and African languages
2006-05-22

During the colloquium presented in Belgium by the Province Antwerp were from the left Prof Pol Cuvelier (University of Antwerp), Prof Theo du Plessis (Director: Unit for Language Management at the UFS), Mr Ludo Helsen (Permanent Deputy: Province of Antwerp) and Mr Jean-Pierre Rondas (Flemish radio journalist).

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UFS academic discusses Dutch, Afrikaans and African languages at international conference

Prof Theo du Plessis, Director of the Unit for Language Management at the University of the Free State (UFS), was the main speaker at a colloquium titled “Routes:  Where to now? - Een traject van het Nederlands naar het Afrikaans en de Afrikatalen”, which was recently presented by the Province Antwerp in Belgium.

 The aim of the colloquium was to discuss the future cooperation in the field of language between the Province Antwerp and South Africa. 

 The Province Antwerp is already involved with projects in South Africa.  One of these projects is the Multilingual Information Development Programme (MIDP), a partnership project between the UFS and the Free State Province that is mainly funded by the Province Antwerp. 

 The project has been running since 1999 and was recently in the news with the presentation of a symposium on multilingualism and exclusion on the Main Campus of the UFS.  It is hoped that the Routes colloquium will indicate new stages on which can be added to the already successful cooperation in the area of language.

 Prof Du Plessis’s presentation titled “Nederlands, Afrikaans en die Afrikatale – kan samewerking slaag? Die geval MIDP in die Vrystaat”, investigated the successes that have been made with the MIDP.  He discussed two possible approaches to cooperation in the areas of language, that of a sentimentalistic  approach against an instrumentalistic approach. 

Cooperation in the first approach makes language the aim.  In the second approach language is used as a means to a greater aim.  According to Prof du Plessis the first approach is driven by a romantisised idea about the relation between the Flemish and Afrikaans speaking people, which may unfortunately polarise the position of Afrikaans in South Africa even further.

 He argues that, given the time that we are in, the second approach will deliver more constructive results as language can among others be used for to further  democracy in South Africa.   This can happen by cooperation in the institutionalising of multilingualism in our society.  The more languages are used in education, law and government administration, the more we can be assured a successful democracy.

 The Routes colloquium was facilitated by the well-known Flemish radio journalist, Jean-Pierre Rondas. About twenty South African and Flemish language specialists took part in the colloquium.  Dr Fritz Kok, outgoing chief executive officer of the ATKV took part in the opening ceremony and Dr Neville Alexander from the University of Cape Town and well-known activist for multilingualism in South Africa was also one of the main speakers.

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