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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

German Ambassador speaks on universities as agents for transformation
2016-05-25

Description: German Ambassador speaks on universities  Tags: German Ambassador speaks on universities

Eva Ziegert, JC van der Merwe, Lindokuhle Ntuli, Anita Ohl-Meyer, Ambassador Walter Lindner, Tali Nates, and Prof Leon Wessels at the dialogue session hosted by the IRSJ
Photo: Johan Roux

“Change is facilitated through education, not by means of radicalism, violence, or revolution.” Speaking at the Bloemfontein Campus of the University of the Free State (UFS) on Thursday 12 May 2016, the German Ambassador, Walter Lindner, urged students to engage in profitable dialogue instead, keeping their values and ideals in mind while changing the system from the inside.

The Institute for Reconciliation and Social Justice (IRSJ) hosted a full day of dialogues and discussions, the highlight of which was a critical dialogue with Ambassador Lindner, entitled “Universities as agents of transformation in society—Germany’s experience with the student protests of the 1968 movement and the difficulties it has reconciling with its past.” This was followed by a student colloquium, hosted by the Student Representative Council, which concluded with the second in the Africa’s Many Liberations seminar series, co-hosted by the IRSJ and the International Studies Group (ISG), with the title of “Fanon and the relevance of personal and collective decolonisation in today’s South Africa”.

Mr Lindner related his experience of student protests in Germany during the late 1960s, drawing certain parallels with South Africa’s own recent protests. According to Ambassador Lindner, it is “the impatient youth that drives forward change”, but cautioned against radicalism as a long-term solution.

Pointing out the various challenges facing humankind today, such as the lack of natural resources, unbridled climate change, and population growth, Mr Lindner stated that politicians (and the youth of today) would do well to focus on these greater issues, rather than focusing on the more mundane issues with which they are faced on a day-to-day basis.

The subsequent dialogue session was facilitated by Tali Nates, Director of the Johannesburg Holocaust and Genocide Centre. A diverse array of questions and comments, both radical and more conservative, was directed at the ambassador, which he handled with unflappable aplomb.

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