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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

New Academic Head at South Campus to expand distance learning programmes into the global arena
2016-02-10

“Critical area of focus: Diversify provision, based on open learning principles, to improve learning opportunities across the post-school education and training sector” - SA Department of Higher Education and Training Strategic Plan 2015/16-2019/20

Open and distance learning (ODL) programmes will play a critical role in shaping the landscape of higher education. Not only does the South African Department of Higher Education and Training emphasise the importance of ODL, it is also contained within the United Nations’ Sustainable Development Goals. And now the University of the Free State (UFS) is becoming a major role player in the field through the cutting-edge ODL programmes offered by the South Campus.

Description: Jean Grundling Tags: Jean Grundling

Jean Grundling has recently been appointed as the Academic Head of the South Campus.

At the helm of these programmes is the recently-appointed Academic Head of the South Campus: Jean Grundling. According to the new organisational structure of the South Campus, the Academic Head reports directly to the Campus Principal: Dr Daniella Coetzee.

“My role,” says Grundling, “focuses on developing and monitoring processes that will enable effective and efficient implementation of the three pillars of ODL.” These three pillars consist of:

• the design and development of quality learner-centred learning materials and tools during their ODL journeys;
• the selection, appointment, and development of competent facilitators to guide, coach, tutor, and support students; and
• the integration of administrative processes that will enable and support students to study at their own pace, place, and in their own time.

“Goal 4: Ensure inclusive and equitable quality education, and promote lifelong learning opportunities for all.”
United Nations Sustainable Development Goals

As part of her personal vision, Grundling would like to see the South Campus grow and develop into an institution that offers quality ODL programmes not only nationally, but globally. “I would like the South Campus to become an agent of social transformation in South Africa.”

Ultimately, Grundling’s wish is for the South Campus to contribute to the development and empowerment of people so that they can play a positive role in society.

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