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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

UFS Psychologist honoured for lifelong contribution
2015-12-09

Prof Dap Louw, distinguished professor and forensic psychologist from the University of the Free State, receives a Lifelong Achievers Award from the University of Johannesburg. From left is: Prof Theo Veldsman, head of the Department of Industrial Psychology and People Management at UJ, prof Louw, prof Deon de Bruin, Department of Industrial Psychology and People Management at UJ, and prof Daneel van Lill, dean at Faculty of Management at UJ.
Photo: Jan Potgieter, UJ

 

It is always good to be honoured by your own university, but it is even more special to be honoured by another university, according to Prof Dap Louw, distinguished professor and forensic psychologist from the University of the Free State (UFS), on an award he received from the University of Johannesburg (UJ).

On 5 November 2015, Prof Louw received the prestigious Lifelong Achievers Award from the Department of Industrial Psychology and People Management at UJ in recognition of the major contribution he has made during his career in psychology. He was one of two recipients of the award during this year’s UJ Top Achievers Awards Ceremony.

Prof Louw had great appreciation for his students and colleagues at the UFS, without who he would have been “without arms”.

Worthy legacy

The Lifelong Achievers Award is presented to retired academics that have, over their careers, consistently made significant contributions to their field, nationally and/or internationally, and have left behind a worthy legacy.

According to the description for the award, the recipient has left behind a legacy in his or her specific field which is gratefully acknowledged by all past, present and upcoming professional colleagues, students, clients and other stakeholders.

This description concludes with: “We are a better science and profession because of you”.

Career full of highlights

Prof Louw is the author or co-author of over 100 articles in accredited national and international journals, and he is an accredited NRF researcher.

He is the principal author and editor of several textbooks currently prescribed by 12 universities in South and Southern Africa. It is estimated that, over the years, more than 100 000 students have received their training via textbooks he has written with his wife, Prof Anet Louw.

Prof Louw holds a master’s and doctoral degree in Criminology, and a master’s and doctoral degree in Psychology. He is the only person in South Africa with these qualifications.
During his career as forensic psychologist, Prof Louw has testified in many familiar criminal cases in South Africa and Namibia.

The Academy of Science of South Africa presented him with the Stals Award for Psychology and he was honoured by The National Honor Society in Psychology in the USA as well.

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