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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 did well at the KKNK
2007-04-13

The Sanlam prizes for Afrikaans Theatre (SPAT) for new stage productions were recently awarded at the Absa Klein Karoo Nasionale Kunstefees (KKNK) in Oudtshoorn. Lewensreg, a stage production of the University of the Free State (UFS), and one of the four finalists, received R100 000 for the best stage production for the second time since the inception of the KKNK. The UFS received this prize in 2005 as well. Mr Jan van Tonder, well-known novelist and writer of radio dramas, received the R20 000 award for best playwright and Prof. Nico Luwes, Departmental Chairperson of the UFS Department of Drama and Theatre Arts, was awarded the same amount as best director. The silver award in the best actor category, worth R10 000, went to Mr JP du Plessis, an Honors student in Drama at the UFS, for his role in Lewensreg. Ms Lancea Crafford, a student from the University of Stellenbosch (US), received the golden award for best actor for her role in the university’s production Die Maket.

During the award ceremony are, from the left: Ms Martie de Lange (Project Manager on behalf of Sanlam), Messrs Du Plessis, Rudie van Rensburg (Head: Sponsorships and Promotions at Sanlam) and Van Tonder; front: Ms Crafford and Prof. Luwes.

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