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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

Student Court is ready to exercise its legal power
2015-09-07

 

Student disputes at the University of the Free State (UFS) will be regulated henceforth by the Student Court that has been re-established at the Bloemfontein Campus. The Student Court will offer practical training to law students thus strengthening their theoretical knowledge to produce employable graduates.

The Student Court was launched on Friday 21 August 2015, cultivating a self-determined studentship and citizenship, of which South Africa can be proud.

Advocate Barry Roux, Oscar Pistorius’s defence attorney, Judge Lebotsang Bosielo, of the South African Supreme Court of Appeal, Profs Caroline Nicholson, Dean of the Faculty of Law, and Teuns Verschoor,  Chairperson of the UFS  Disciplinary Board, attended this auspicious event.

During his keynote address, Adv. Roux said the Student Court serves as a stepping-stone in the practice of integrity, respect, and preparedness within the law profession.

“Young professionals have a mandate to excel. No matter what, stick to honesty and the truth. If you want to be a role model and make your family proud, do more.” he advised.

Judge Lebotsang Bosielo urged students to use “the rare opportunity to practise and uphold the law with austerity.”

“You should broaden the knowledge of substantive law, law of evidence, procedural law, and the Constitution of South Africa. Opportunities such as the Student Court enable law students to strengthen the practice of theory beyond the parameters of the lecture rooms,” he emphasised.

The re-establishment of the Student Court was initiated by Lindokuhle Ntuli, Student Representative Council (SRC) member on Legal and Constitutional Affairs. The UFS Council approved the proposal for the court in 2006, but it had remained inactive since then. It was not until 2014 when Lindokuhle assumed office that the concept was revived.

“As an independent body, the Student Court is ready to exercise its legal powers with the aim of establishing a student community and a culture of student governance committed to justice, equality, and accountability,” he said.


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