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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

Prof Tim Murithi calls for Africa to design new global order
2016-06-02

Description: Prof Tim Murithi calls for Africa to design new global order Tags: Prof Tim Murithi doen ’n oproep op Afrika om ’n nuwe wêreldorde te skep

From left: Prof Heidi Hudson, Head of Centre for Africa
Studies (CAS); Prof Tim Murithi, Extraordinary Professor
at CAS; Prof Lucius Botes, Dean of the Faculty of
the Humanities; and Prof Prakash Naidoo, Principal of
Qwaqwa Campus.
Photo: Stephen Collet

“What do Africans have to say about the remaking of the global order?” was the opening question of Prof Tim Murithi’s lecture which was hosted by the Centre for Africa Studies (CAS) of the University of the Free State (UFS) to celebrate Africa Day on 25 May 2016.

The annual Africa Day Memorial Lecture, entitled: Africa and the Remaking of the Global Order, doubled as Prof Murithi’s inaugural lecture. He is CAS’s newly-appointed Extraordinary Professor, as well as the Head of the Justice and Reconciliation in Africa Programme at the Institute for Justice and Reconciliation in Cape Town. He made a compelling argument for the need for Africa to exert an active influence on international narratives of peace, governance, justice, and reconciliation.

“If we are waiting for American leadership to get us out of the quagmire of a situation we are in, we will be waiting for a long time,” said Prof Murithi.

The Head of the Centre, Prof Heidi Hudson, concurred with Prof Murithi’s suggestion of devising African solutions for African problems. She quoted Audre Lorde’s well-known assertion that “The master’s tools will never dismantle the master’s house.”

Remembering 1963
Over five decades ago, on 25 May 1963, the Organisation of African Unity was formed, and was renamed the African Union in 2002. Africa Day marks this pivotal point in the continent’s history. On this day, we reflect on the continent’s journey into democracy, peace, stability and socio-economic development. It is also an opportunity to celebrate African identity and heritage.

Continent-building dialogues
The UFS Sasol Library celebrated Africa Day with a book launch. Facets of Power. Politics, Profits and People in the Making of Zimbabwe's Blood Diamonds by Tinashe Nyamunda is a reflection of some of the challenges that Zimbabwe continues to face. It details the disadvantaged position which the country finds itself in due to greed, maladministration, and corruption, despite possessing large deposits of minerals.

In celebration of Africa Month, CAS has held a series of lectures by esteemed scholars from across the globe.  Earlier in the month, Prof Henning Melber presented lectures on Namibia’s independence and the African middle class. Kevin Bloom and Richard Poplak unpacked the issues surrounding Africa’s continental shift, while Prof Joleen Steyn Kotze focused on the possible fall of the African National Congress.

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