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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

Prestigious awards, membership and two A-ratings from the NRF indicate a boom in research
2014-12-04

Several UFS researchers were honoured with awards this year. This includes, from the left: Prof Jeanet Conradie from the Department of Chemistry, Dr Aliza le Roux from the Department of Zoology and Entomology on the Qwaqwa Campus of the UFS, Profs Jonathan Jansen, Vice-Chancellor and Rector of the UFS.
Photo: Hannes Pieterse

The University of the Free State (UFS) had several highlights in the field of research this year. This includes two A-ratings, which were awarded by the National Research Foundation (NRF) to Prof Maxim Finkelstein from the Department of Mathematics and Actuarial Science, and Prof Melanie Walker, Senior Research Professor and Director of the Centre for Research on Higher Education and Development (CRHED) and DST/NRF Chair in Higher Education and Human Development.

Prof Finkelstein’s A2-rating makes him the only A-rated researcher in ‘Probability and Statistics’ regarding Mathematical Sciences in the country. Prof Walker was evaluated in the division for Research, Innovation Support and Advancement and received an A1-rating.

Prof Jonathan Jansen, Vice-Chancellor and Rector of the UFS, considers these ratings as one of the clearest signs that the standard for research across the institution has increased significantly.

Prof Jansen was honoured with the Academy of Science of South Africa’s (ASSAf’s) Science-for-Society Gold Medal for his outstanding achievement in scientific thinking to the benefit of society.

"An award such as this recognises the power of science and scholarship to improve the human condition," Prof Jansen said.

A further highlight at ASSAf’s prestigious annual awards ceremony was the induction of Prof Jeanet Conradie from the Department of Chemistry and Dr Aliza le Roux from the Department of Zoology and Entomology on the UFS’s Qwaqwa Campus as new members of ASSAf.

Prof Conradie was also this year’s first runner-up in the senior category for Distinguished Women Researchers: Physical and Engineering Science in the Department of Science and Technology’s 2014 Women in Science Awards.

Prof Corli Witthuhn: Vice-Rector: Research, describes Prof Conradie as a highly productive researcher who publishes in high-impact journals.

“Not only is she the first female professor in the Department of Chemistry, but she also has extensive international networks and collaboration which elevates the impact of her work even further,” Prof Witthuhn said.

Dr Le Roux is one of ten young researchers inaugurated as members of the South African Young Academy of Science (SAYAS). She was also elected to serve on the executive committee of SAYAS. According to Prof Witthuhn, Dr Le Roux is an outstanding young scientist.

“I am very excited about the young researchers on our Qwaqwa Campus, with Aliza as one of the leaders, and I am looking forward to what they will achieve in the next five years,” she said.

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