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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

Center for Universal Access and Disability Support (CUADS) produces 22 graduates
2016-04-26

Description: Lutho Xintolo and mom Tags: Lutho Xintolo and mom

Lutho Xintolo (right) is one of the Centre for Universal Access and Disability Support 2016 graduates. She is currently pursuing her Honours in Psychology.
Photo: Supplied

Once again, the University of the Free State (UFS) hosted a successful series of graduations from 12-15 April 2016 where 3681 students were conferred qualifications at the Bloemfontein Campus. Among those graduating were 22 students who are affiliated with the university’s Center for Universal Access and Disability Support (CUADS).

Some of these students included Zingisa Ngwenya, who is currently busy with her second degree; Grant Lombaard, Zanele Morerwa, and Lutho Xintolo, all of whom are pursuing their Honours degrees. Louzanne Coetzee, a visually-impaired international champion athlete, was awarded a Communication: Corporate Marketing Honours degree this autumn. “We have five athletes and a cyclist with disabilities, amongst our students who are of world-class standard,” said Martie Miranda, Head of the Center.

“The Center assists students to gain access to study courses, buildings, and lecture venues, learning material such as Braille, audio, enlarged print, and E-text, computer facilities with assistive technology and software and adapted hardware, and a specialised examination and test venue for alternative test and exam procedures,” Miranda added.

Students with disabilities who enrol with CUADS receive support according to their individual needs from registration through to graduation.  “During this process we identify challenges experienced in their administrative, academic, support, student life, and physical environments, and then address these challenges,” Miranda said.

Support provided by the Center includes amanuenses and extra time during tests and exams according to the student’s specific needs, (as determined through evaluation by the Extra Time Panel), together with Student Counselling and Development, academic tutors provided by the New Academic Tutor programme in collaboration with the UFS Centre for Teaching and Learning, and Sign Language interpreters or lip-speakers as well as real-time captioning.

Students with specific learning difficulties, mobility, visual, or hearing impairments, psychological, or other chronic conditions that might have a disabling effect on them, as well as those with temporary impairments, are fully supported by the CUADS. The Center strives to ensure that students achieve their full potential throughout their journey with our university.

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