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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

Dr Sheila Aronstam receives UFS Alumnus of the Year award
2014-10-23



Dr Sheila Aronstam, recipient of the Kovsie of the Year award and Pieter du Toit, Chairperson of the Kovsie Alumni association.
Photo: Dries Myburgh
The Office for Institutional Advancement at the University of the Free State honoured ten people at this year’s Kovsie Alumni dinner.

Dr Sheila Aronstam received the Kovsie Alumnus of the Year award. Dr Aronstam previously served for eight years on the management of the UFS, where she played a prominent part in the transformation of the UFS. In 2004, with the centenary celebrations of the University of the Free State, Dr Aronstam received a centenary medal for her contribution towards transformation.

She also served on the Council and the Executive of the University of the Free State for period of five years.

In 2014, after a lifelong commitment to Bloemfontein and the University of the Free State, Kovsie Alumni honoured Dr Aronstam as Alumnus of the Year. “Her legacy of equality, tolerance and charity will live forever within the borders of the University of the Free State and the City of Bloemfontein,” said Pieter du Toit, Chairperson of the Kovsie Alumni association.

At this event, Cum Laude awards were bestowed on:

-       Chris Botha, Group Managing Director of Media Shop
-       Pauline Gutter, Free State-based artist
-       Tate Makgoe, MEC for Education in the Free State
-       Jans Rautenbach, South African screenwriter, film producer and director
-       Johan Volsteedt, former principal of Grey College and involved with the television series Dream School SA.

The Ambassador Award was presented to:

-       Odeion String Quartet at the UFS
-       Sibusiso Tshabalala, programme coordinator of the World Design Capital promotion project.

Executive Management Awards were bestowed on:

-       Prof Johan Nel (Emeritus Assosiate Professor UFS )
-       DB Prinsloo, Director of KovsieSport at the UFS.

Kovsie Alumni also bestowed honorary president awards on Prof Nico du Plessis and Adv Mauritz Randlehoff.
 

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