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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

Kovsie archer aims for 2016 Olympics
2014-04-24


Sariça Coetzee

For some of us, archery is just something we see on film and television, like in the Hunger Games movies or on the Arrow TV series. Sariça Coetzee, a first-year BA Psychology and Criminology student, however, is almost like South Africa’s very own Katniss Everdeen.

Sariça recently won two gold medals in the division for Junior Women at the South African National Archery Association’s (SANAA’s) National Archery Championships. With the qualifying heats taking place next year, the Olympic Games of 2016, which is just around the corner, is beckoning her.

“I am working hard to get there and would love to go,” says Sariça.

“I train on a regular basis with Riaan Schoeman from Kovsies’ Exercise and Sport Sciences, in order to improve my technique and strength.”

Sariça’s training includes shooting at targets and spending time in the gym.

“I spend about three hours per day, four days a week, on training. In archery it is crucial to be able to keep your body stable when the wind is blowing.”

Sariça, who matriculated at Sentraal High School in Bloemfontein, stared with archery seven years ago.

“We drove past Old Grey’s archery club and I just wanted to do it as well,” she says.

“I begged my parents for almost a year to let me do it. They thought it was just a passing fancy, but I really developed a passion for the sport and had a feeling for archery from the beginning.”

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