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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.” 

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SAFOS seeks to integrate folklore studies into education
2015-10-15

From the left are: Bahedile Letlala, Dr Elias Malete, Hannetjie du Toit, Dr Sara Motsei, Dr Edwin Mohatlane and Prof Mogomme Masoga.

The University of the Free State was proud to host the national conference of the Southern African Folklore Society which took place on 7-9 October 2015 on the Bloemfontein Campus. The focus of the conference was on how to integrate folklore studies into the 21st century.

Keynote speakers for the conference included Prof Antoinette Tidjani-Alou (Professor of French and Comparative Literature at University Abdou Moumouni), Prof Mogomme Alpheus Masoga (University of Venda), and Prof Mohlomi Moleleki (University of the Free State).

The speakers approached their subjects in great detail, tackling issues surrounding identity, social cohesion, and orality on the African context. One of the main co-ordinators of this event, Dr Elias Malete from the Department of African Languages at the UFS, highlighted one of the speaker’s topics, which focused on the importance of harnessing a collectivistic culture, as the African context does not entertain individualism. When asked about how such a conference fits into the UFS context, and where it could be applied, Malete mentioned the burning issue of the language policy review. He believes that: “The language should be inclusive, in as much as our theme says we cannot entertain individualistic approaches, but need to include everybody.” This is achieved through working with the Language Departments,” he said.

In particular, the topic presented by Prof Moleleki from the Department of African Languages, explored how the self-perception of an African, both as an integral member of his society as well as an independent individual, not only informs but also underpins his identity.

In all the topic discussed, the importance of coherence, transparency, and correctness was noted.

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