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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.” 

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Osaka University in Japan joins forces with UFS to discuss SA and Africa
2016-03-23

Description: Yani Karavasilev  Tags: Yani Karavasilev

Yani Karavasilev of Osaka University speaking about political stability and Foreign Direct Investment in the Southern African Development Community on day-2 of the joint conference between Osaka University and the University of the Free State.
Photo: Dr Marina da Silva

Recently, international delegates convened for the annual Osaka University-University of the Free State (UFS) Conference to discuss issues that affect Africa. This high-profile conference was hosted by the UFS Department of Political Studies and Governance from 22-23 February 2016. The event focused its attention on the state of South Africa (SA) as well as conflict resolution on the African continent.

Topics of discussion

Scholars and policymakers proceed to map out the political, economic, social, and educational trajectory of SA and the African continent. Some of the topics of discussion included SA politics, democracy, economy, foreign policy, race, education, and peace. Delegates also looked at foreign direct investment in the Southern African development community and organisations such as the United Nations and the African Union.

Entangled in turmoil

At the conference, Prof Virgil Hawkins of the Osaka School of International Public Policy, (Osaka University) presented a paper entitled: The role of the local media in Burundi’s 2015 coup attempt. In his presentation, Prof Hawkins analysed the impact made by Radio Publique Africaine, Renaissance, Isanganiro, and Bonesharadio stations during the conflict. Had it not been for these private radio stations, the events leading to, during, and after the coup would not have received international coverage.

Prof Hawkins explained that prior to the coup, “key private radio representatives were called to Musaka military camp” by former intelligence chief, Major General Godefroid Niyombare. He informed them about the coup plot and urged them to report on it. The government in turn accused the independent media of colluding with the coup conspirators. As a result, the radio stations were attacked, coerced to go off-air, and subsequently destroyed. Despite overt efforts by the state to suppress the media’s freedom of expression, it did not succeed.

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