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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 welcomes two new deans in the faculties of Theology and Law
2014-08-04

 

The university council has approved the appointment of two deans: Prof Fanie Snyman, at the Faculty of Theology and Prof Caroline Nicholson, at the Faculty of Law.

Both professors offer the university a wealth of knowledge and experience in research and teaching.

Prof Fanie Snyman

Prof Snyman joined the university in 1984 as a senior lecturer in the Department Old Testament. His career followed a steadfast ascent which led him to attaining the title of professor and head of department the following year. On 1 July 2013, Prof Snyman took on the additional role of acting dean of the faculty.

As dean, he set out a clear vision of academic leadership with four primary focus areas: research, teaching and learning, internationalisation and regional engagement.

He is the author of eight books and contributed to seven internationally- and twelve nationally-published books. He has published nine articles in international journals and about 60 more in accredited journals.

Prof Snyman proposes to bring staff members together to extensively rethink and reposition the faculty in terms of identity, transformation and the way forward. “We live in a complex world, characterised by uncertainty and in constant change. This calls for complex but also innovative solutions,” he says.

Prof Caroline Nicholson

Prof Caroline Nicholson was born in Scotland and came to South Africa as a young child. She obtained her BProc and LLB degrees at the University of the Witwatersrand and completed her articles of clerkship at Chernin’s in Hyde Park Corner, Johannesburg. Prof Nicholson was admitted as both an attorney and notary public of the then Supreme Court of South Africa in 1986.

In 1986 she joined the University of South Africa (UNISA ) as a lecturer and remained there until 1999. During this time she completed an LLM in Banking Law and an LLD in Comparative Conflict of Laws – focusing on international parental child abduction. During the same year she moved to the Faculty of Law at the University of Pretoria where she worked for the last fifteen years. In 2003 she completed a Postgraduate Diploma in Alternative Dispute Resolution (ADR) and has an abiding interest in ADR, especially within the Family Law context.

Prof Nicholson has produced numerous articles and research presentations on a variety of legal subjects. Her primary areas of interest are, however, legal education and child law. She is known both nationally and internationally for her research contributions.

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