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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

Ivory Coast too dependent on UN to combat violence against women
2015-10-08

During the seminar presented by the Centre for
African Studies (CAS) at the University of the Free State
were, from the left: Thesipo Machabaphala, student in
Gender Studies; Prof Heidi Hudson, Head of CAS;
Dr Peace Medie from the University of Ghana,
guest speaker; and Sesi Mahlobogoane, student in
Gender Studies.

The Ivory Coast is still too dependent on the work of the United Nations (UN) to combat violence against women in the country. There is much talk about ways to address the problem, but the government is still not acting quickly and effectively enough to make a difference in the long term.

These were some of the findings by Dr Peace Medie from the University of Ghana, guest speaker during a seminar series held by the Centre for Africa Studies (CAS) on the Bloemfontein Campus of the University of the Free State on 1 October 2015.

Dr Medie presented a seminar for students in the Gender Studies programme entitled Women, Security, and Justice: a Study of the Ivorian State’s Response to Violence against Women. Prof Heidi Hudson, Head of CAS in the Faculty of the Humanities at the UFS, facilitated the seminar.

For the sake of internationalisation, the CAS often presents guest speakers from outside South Africa to address its students. In addition , Dr Medie is from Africa.

According to Dr Medie, who conducted some 150 interviews during her research over two years, there was a shortage of resources in the Ivory Coast. This is also the case in several other African countries previously involved in war.

She believes the Ivory Coast should do more to combat violence against women successfully.

She said the UN had a great influence on the way people, especially the police, were thinking about the problem - which included sexual violence against women.

“The UN will not be there forever,” Dr Medie said.

“If response depended only on the influence of an international organisation, what would happen when the UN leaves?”

According to Dr Medie, a shortage of active women’s organisations also had a role to play. She was of the opinion that these organisations should put more pressure on the government to ensure better treatment for women.

“Local organisations are needed because it is not sustainable to depend only on the work of the UN.”


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