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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

First UFS/AS Young African Scholar Award winner announced
2016-03-10

Description: Fana Gebresenbet Erda Tags: Fana Gebresenbet Erda

Fana Gebresenbet Erda, winner of the first University of the Free State /Africa Spectrum Young African Scholar Award, for his research on political economy.
Photo: Supplied

Scholarship in African Studies still faces the challenge of capacity-building to increase ownership by authors and institutions from and on the African continent. It also requires more coordinated efforts to provide the space deserved by African authors in the international domain. In 2015, the University of the Free State (UFS) Centre for Africa Studies joined forces with Africa Spectrum (AS) in a bid to address this issue by establishing the UFS/AS Young African Scholar Award.

This award seeks to strengthen efforts to promote internationally recognised African scholarship in African Studies. One way to achieve this objective is through publishing articles by researchers based in Africa and in the diaspora in Africa Spectrum, an accredited journal compiled by the German Institute of Global and Area Studies in Hamburg.

The inaugural award winner
Fana Gebresenbet Erda, a PhD candidate in a Global and European Studies programme jointly offered by the University of Leipzig (Germany) and Addis Ababa University, wrote the winning article for 2015. He will receive a three-year affiliation to the UFS Centre for Africa Studies as a Research Fellow, along with prize money of R5 000, sponsored by the UFS.

His article, The Ethiopian Developmental State in Its Peripheral Lowlands: Large-Scale Land Acquisitions, the Politics of Dispossession and State Remaking in Gambella, Western Ethiopia, argues that development through large-scale land acquisitions in Gambella, Western Ethiopia, belies a state-remaking project under a dispossessive political economy.

Submission now open
Africa Spectrum invites scholars to submit research articles in the context of the award. In October of each year a review committee selects submissions for review. Those eligible to submit are postgraduate students nearing completion of their PhD theses and postdoctoral scholars who were awarded their PhDs no more than five years earlier at the time of the submission deadline. Those submitting should be from Africa or should be affiliated to African institutions.

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Natural and Agricultural Sciences

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