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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

Stanford University hosts book launch for UFS Prestige Scholar
2015-12-14

Dr Christian Williams, a member of the Vice-Chancellor’s Prestige Scholars Programme, had his book launched by Stanford University. The book called National Liberation in Postcolonial Southern Africa: A Historical Ethnography of SWAPO’s Exile Camps will be available in South Africa early in 2016.
Photo: Sonia Small

A launch for the much-anticipated book by Dr Christian Williams from the University of the Free State (UFS) was sponsored by the Humanities Center and the Center for African Studies of Stanford University in the USA, among others.

The launch of the book, National Liberation in Postcolonial Southern Africa: A Historical Ethnography of SWAPO’s Exile Camps, coincided with the 40th anniversary of Angola’s independence.

The book was published by Cambridge University Press in September 2015, and the launch at Stanford was on 16 November 2015.

This groundbreaking study, which will be available in South Africa early next year, has already been lauded for its invaluable contribution and the depth of its scholarship. The author is a senior lecturer in the Department of Anthropology of the UFS, and member of the Vice-Chancellor’s Prestige Scholars Programme (PSP). He is a former Fulbright scholar, and holds a doctorate from the University of Michigan in History and Anthropology.

National Liberation in Postcolonial Southern Africa follows members of the South West Africa People's Organization (SWAPO) through three decades of exile in Tanzania, Zambia, and Angola.

It highlights how different Namibians experienced exile, as well as the tensions that developed within SWAPO as Namibians encountered one another while officials asserted their power and protected their interests.

It also follows the return of Namibians who lived in exile to post-colonial Namibia, examining the extent to which divisions and hierarchies that emerged in the camps still continue to shape Namibians today.

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