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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 honours many during Autumn diploma and graduation ceremony
2007-04-16

The University of the Free State (UFS) will award 797 diplomas and 2 633 degrees from 23-26 April 2006 during this year’s autumn diploma and graduation ceremony. Students from the Main Campus and Vista Campus will take part in the ceremony.   
 
Altogether 32 doctorates and two honorary doctorates will be awarded. The honorary doctorandi are Prof. Barend Johannes (Bannie) Britz and author Mr Khotso Pieter David Maphalla. 
 
On 26 April 2007 Prof. Britz will be honoured for his contribution to architecture when the degree D.Arch. (h.c.) will be awarded to him.
 
Mr Maphalla will be honoured for his contribution to the development of the Sesotho language and culture. He will receive the degree Ph.D. (h.c.) on 12 May 2007 during the graduation ceremony of the Qwaqwa Campus.
 
On 23 April 2007 at 08:30 altogether 497 diplomas will be awarded in the upgrading programmes of the School of Education in the Faculty of The Humanities, namely A.C.E, N.P.D.E. and C.E. At 14:30 on the same day 300 diplomas will be awarded to students from all the faculties.
 
On 24 April 2007 at 08:30 altogether 442 degrees and three doctorates will be awarded in the School of Education and at 14:30, 461 degrees and four doctorates will be awarded in the Faculty of The Humanities, excluding the School of Education.  
 
On 25 April 2007 at 08:30 altogether 296 degrees and one doctorate will be awarded to students in the Faculty of Economic and Management Sciences. This includes students in B.Acc., B.Admin., B.Pub., related honours degrees and all masters and doctors degrees. At 14:30 on the same day degrees will be awarded to 482 students from the Faculty of Economic and Management Sciences, excluding students in B.Acc., B.Admin., B.Pub., related honours degrees and all masters and doctors degrees.
 
On 26 April 2007 at 08:30 altogether 595 degrees, 19 doctorates and one honorary doctorate will be awarded in the Faculty of Natural and Agricultural Sciences. At 14:30 on the same day 357 degrees and five doctorates will be awarded to students in the Faculties of Health Sciences, Law and Theology.
 
Both the diploma and degree ceremonies will be held in the Callie Human Centre on the Main Campus in Bloemfontein.
 
Media release
Issued by: Lacea Loader
Assistant Director: Media Liaison
Tel: 051 401 2584
Cell: 083 645 2454
E-mail: loaderl@ufs.ac.za
16 April 2007

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