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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 Vice-Chancellor’s vision for 2016: R100 million before September
2016-03-03

Description: Official opening 2016 Tags: Official opening 2016

At the official opening of the University of the Free State (UFS), held on 19 February 2016 on the Bloemfontein Campus, Prof Jonathan Jansen, Vice Chancellor and Rector, announced that his priority for the year is to raise R100 million. Deserving students who cannot afford to study will receive bursaries through the Student Bursary Fund Campaign.

Staff will also have the opportunity to contribute to the fund.

Prof Jansen thanked staff for their hard work in the midst of what he described as “by far the most difficult year for admissions, registration, accommodation, and student finance”. The heightened expectations of students after FeesMustFall and the limited capacity of the university to meet the desires of students took its toll on staff.

Because of the incredible strain taken by staff members, both emotionally and physically, the Vice-Chancellor gave staff the assurance that they will receive spiritual, emotional, and health support.

“Never before have I seen such dedication from all our staff to hold the university together in these trying times,” Prof Jansen said.

“Because of you, we have a record intake of first-year students into the UFS. We have had about 5 000 students on average in the past three years and, as of today, we are nearing 7000 first-years with the strong possibility that we will enroll several thousand more students, once the new South Campus registrations come on line later this year. By mid-2016, we will exceed our own target of 8 000 students,” said Prof Jansen.

He stipulated that it is not only good for the finances of the university but also for the youth of the country who can access a quality university in central South Africa where the safety of its staff and students is a priority.

Another highlight at this event was announcing Dr Christian Williams from the Department of Anthropology as the winner of the 2016 Distinguished Scholar Book Prize for his book, National liberation in postcolonial southern Africa: a historical ethnography of SWAPO’s exile camps.

Amidst the sad episodes of violence and destruction on campuses around South Africa, Prof Jansen highlighted how the UFS will – through a seven-point approach - manage the university during these difficult times:
1.    Doing everything within our capacity to meet the needs of staff and students
2.    Upholding the right to peaceful protest in our democracy
3.    Acting swiftly against any unlawful actions by students or workers
4.    Upholding the authority of the unions (only UVPERSU and NEHAWU)
5.    Finding humane and just solutions to the problem of outsourcing
6.    Not placing the UFS at financial risk by making irresponsible decisions
7.    Maintaining an open door policy.

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