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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

Prestige Scholar hosts Prof John Helliwell of Manchester University
2015-12-08

From left is Prof John R. Helliwell (School of Chemistry, University of Manchester), Dr Madeleine Helliwell (School of Chemistry, University of Manchester), Prof Andre Roodt (Department of Chemistry, University of the Free State) and Dr Alice Brink (Department of Chemistry, University of the Free State).
Photo: Steven Collett

At the invitation of Dr Alice Brink of the Department of Chemistry, Prof John Helliwell, the 2015 Max Perutz Prize winner, and his wife, Dr Madeleine Helliwell, visited the University of the Free State (UFS).
The Helliwells, both chemists of note, took part in a series of lectures and exchanges on the Bloemfontein and Qwaqwa Campuses.
This visit from 9-19 November 2015 was the consequence of Dr Brink’s participation in the Vice-Chancellor’s Prestige Scholars Programme (PSP) initiative to encourage the broadening of the international footprint of the next generation of scholars in the academy.

Two year collaboration

Dr Brink and Prof Helliwell from Manchester University have a standing collaboration going back two years. Dr Brink, an NRF Thuthuka grant holder and a member of the PSP since 2013, has spent almost eight months in Manchester, collaborating with Prof Helliwell on her study of the successful interaction of rhenium tricarbonyl complexes with proteins determined via protein crystallography.
Their collaboration resulted from the close association of Prof Helliwell and Prof Andre Roodt from the UFS Department of Chemistry, both former presidents of the European Crystallographic Association.

Sharing academic expertise

Prof Helliwell, the 2014 American Crystallographic Association Patterson Award winner for his “pioneering contributions to the global development of the instrumentation, methods and applications of synchrotron radiation in macromolecular crystallography”, gave three lectures in the Department of Chemistry, two on the Boemfontein Campus, and the other on the Qwaqwa Campus on 13 November 2015.

Dr Helliwell, former co-editor of the Acta Crystallographica Section C: Crystal Structure Communications journal, consulted with postgraduate students from the Departments of Chemistry and Biochemistry.

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