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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

DF Malan – the politician, the man and Lindie Koorts’ award behind it
2014-04-30

 
Lindie Koorts
Photo: Hannes Pieterse
Sometimes fact is stranger than fiction. In this case, it is not only true, but fact is stirring up more of a buzz than make-belief does.

The first biography of an apartheid Prime Minister written since 1994, won an award at the 2014 Woordfees. ‘DF Malan and the Rise of Afrikaner Nationalism’ is the title of the book causing this national whirlwind. The author: Lindie Koorts – a postdoctoral fellow at the UFS’s Centre for Africa Studies.

She admits she was among the most surprised when she won the category for Debut Writers. “This is, as far as I know, the first time this prize goes to a non-fiction writer,” Koorts said.

What started as curiosity around DF Malan, four years later culminated in an objective biography devoid of justification or exoneration. “Throughout the process of writing, I offer the facts, but I do not clamber in with moralistic judgements,” Koorts said.

In addition to Malan the politician, Koorts discovered Malan the human being as well during her research. When she stumbled on his hand-written love letters to Maria Louw, which he wrote when he was in his 60s, a totally different man emerged. “I felt like a teenager while reading those letters!” Koorts laughed.

In the chapter entitled Coalition and Fusion, this dynamic historian unearthed a fact that had the power to change the course of history. Up until this point, the belief was held that one party deceived another. However, Koorts’ research proves that the entire issue rested on a letter that did not arrive on time. A case of tardy train schedules and a mere misunderstanding.

“To be able to unravel these things makes one feel that you have succeeded in something,” she said.

Not only did she succeed in writing an award-winning biography, she surely will be making history as she goes.

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