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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

It takes a village to raise a child
2016-06-13

Description: Valentino_Student Bursary Fund Campaign Tags: Valentino_Student Bursary Fund Campaign

Valentino Ndaba
Photo: Sonia Small

(Click on CC for subtitles)

Video
Student Bursary Fund Campaign booklet (pdf)
Donate
Student Bursary Fund Campaign launched: #FundAFuture and make a difference
Motho ke motho ka batho. A person is a person through others

Want to make a difference in the world? Here is how

South Africa has one of the most spectacular coastlines in the world. Take the ribbon of golden beaches sweeping along the shores of KwaZulu-Natal, for instance. But just beyond the kiteboards dappling the ocean and fields of swaying sugarcane lies one of the largest informal settlements in the province: Amaoti. A place where barefoot children are skipping alongside poverty, and violent crime incinerates hope.

Nonetheless, that place could not keep Valentino Ndaba from graduating at the University of the Free State (UFS), and setting her sails for post-graduate studies.

A village
It takes a village to raise a child. This African proverb ripples across Valentino’s life story. “My gran always used to say education is your eternal bread. She still says it to this day. She has always instilled in me the importance of education,” Valentino smiles. Her grandmother has been but one of several champions in Valentino’s life.

Maalthee Dayaram – a teacher at Brookdale Secondary School that Valentino attended – noticed a budding talent in the young girl’s writing. With dedicated attention and ceaseless encouragement, Mrs Dayaram helped pave the way for this young writer. “You might be talented and have potential, but having someone actually believe in you and tell you that you have potential makes such a difference,” Valentino says. “I fell in love with writing, and had an idea that writing might be my future.” Dire economic circumstances threatened to snuff out any sparks of hope from that fragile future, though.

Aided by Lungisani Indlela (a non-profit organisation that provides children in the Amaoti area with school fees, uniforms, shoes, etc), Valentino clung to faith in the power of education. With unwavering single-mindedness, she consistently earned top grades.

Description: Valentino Ndaba 2 Tags: Valentino Ndaba 2

Photo: Sonia Small

Not if, but when
“Dreaming of my future, my gran would always say to me, ‘when you go to university’ or ‘when you have graduated’, this and that will follow.” Her gran’s words proved to be prophetic. As the final matric results were published in early January 2012, Valentino received a phone call that would change her life irrevocably.

That call came from the well-known South African humanitarian, Tich Smith. “Would you be willing to go to university in another province?” Smith asked. Never having travelled beyond her immediate surroundings, Valentino’s brave answer was: “Yes.”

A few days later, she walked onto the Bloemfontein Campus of the UFS.

Changing futures

Valentino proceeded to obtain a BA degree in Media Studies and Journalism in 2014. She has now set her sights on an honours degree, and envisions pursuing a Master’s degree in creative writing overseas.

“Without the support I received, I would have been stuck without a future,” she says. “University has shaped me into a better version of myself. I’ve grown intellectually, spiritually, and emotionally.”

You can bring about the same change for other students in need. By contributing to the UFS Student Bursary Fund Campaign, you can change the future not only of individuals, but of communities and of our country as well.

The impact of your financial support reaches far beyond its monetary value. It pulls families from poverty. It sends forth experts and visionaries into the world. It sets in motion a culture of giving.

Visit our Giving page for ways to contribute.

 

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