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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

Food insecurity at university campuses a growing threat
2015-07-28

Food insecurity on university campuses in South Africa has come to the fore as one of the more pressing subjects that needs to be tackled to ensure the continuing education of disadvantaged students across the country.

On Friday 14 August 2015, the University of the Free State will host the first higher education colloquium on food insecurity on university campuses.  The one-day colloquium will take place during the Arts and Social Justice Week, in collaboration with the UFS’s Institute for Reconciliation and Social Justice Best practices will be shared, exploring the available research on student food insecurity at institutions of higher education.

Food insecurity has emerged as a pressing social justice issue affecting students countrywide. Action needs to be taken to promote the academic success of students, who will ultimately contribute to the country’s economic growth. One of the primary focus areas of the colloquium will be to establish a common practice to address this need.  Universities leaders, staff from wellness and social work departments, and SRC members from across the country who have been invited, and are expected to attend, are the University of Pretoria, the Tshwane University of Technology, North West University, UNISA, and the Central University of Technology.

Professor Jonathan Jansen will participate in a panel discussion alongside Ruda Landman and Prof Edelweiss Wentzel-Viljoen (HPCSA). This promises to be an inspiring meaningful dialogue, by asking the difficult question:  How do we change the food insecurity situation at universities?

The University of the Free State is currently the country’s leading university in addressing food insecurity on all its campuses through its flagship No Student Hungry Bursary programme, which has funded more than 500 students since it was established in 2011.

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