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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

Afrikaans Language Day invites greater university community to celebrate the language
2015-08-26

On 14 August 2015, the Vuur en Vlam Committee hosted an event which provided the university community the opportunity to celebrate Afrikaans Language Day. The occasion celebrated the establishment of the language in South Africa. With the unexpected arrival of the Dutch in 1652, the language transition proved a struggle for the indigenous peoples domiciled on African soil.

The committee’s primary objective was to change existing cultural connotations associated with the Afrikaans language.  The use of diversity can help undermine the African stereotype held about the Afrikaans language, and thus bring about a mindset shift. It is important to remember that not all Afrikaans speakers are white, and emphasis is rarely directed to the diversity of Afrikaans speakers.

Approaching the celebration, a sensitive discussion around the Afrikaans language was hosted, in which various panel members discussed the state and current outlook of the language. Prof André Keet, Director of the Institute for Reconciliation and Social Justice, who was part of the panel said, “No language gets to be misused to maintain the privilege of the past.” Director of the Free State Arts Festival, Ricardo Peach, shared the notion that “We must build on what we have, and not break it down,” while he describes himself as a “polluted language boer”. While there is a strongly-expressed hatred for the Afrikaans language, Peach maintained further that there is much work to be done in order to “Break down the link between the language and the Holocaust which took place in the homes of Afrikaans people.”

Lindiwe Kumalo, chairperson of the Vuur en Vlam Committee, said: “We are creating an awareness around campus that Afrikaans is not dead. Once you know the language, you can interact with other people, and there is no longer that language barrier.” Amongst other things, the event encouraged dialogue by creating fun and interactive activities which exposed visitors to the language.

The Vuur en Vlam Committee is committed to creating an awareness of, and vibrancy around, the Afrikaans language, and to engaging the broader university community.

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