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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

Young dynamic lawyer in the Mail and Guardian Top 200
2016-06-27

Description: Adv Loyiso Top 200 M and G Tags: Adv Loyiso Top 200 M and G

Adv Loyiso Makapela
Photo: Stephen Collett

Each year the Mail and Guardian produces a special report on that year’s top 200 young South Africans who inspire, have talent, and drive. This year, we celebrate one of our own, Adv Loyiso Makapela, who has been nominated as one of the top 200 Mail and Guardian Young Achievers of 2016 under the category of Education. Loyiso is an outstanding academic, lecturer and mentor. At age 27, she is the youngest lecturer in the Faculty of Law.

With two Master’s degrees under her belt, she has been awarded the Desmond Tutu Doctoral scholarship by the National Research Foundation and will commence her PhD at both the University of Stellenbosch and Vrije Universiteit in Amsterdam July 2016. With a keen focus on research, she has presented papers and chaired sessions at various conferences locally and internationally in, for example, the United Arab Emirates and Greece, and in Oxford, England.

“The fact that I was nominated under the category ‘Education’ is undoubtedly one of my proudest achievements to date, because there is nothing I am more passionate about and love than the education of young South Africans, particularly women. This is only the beginning, and I hope my story and accomplishments will inspire others to walk out in determined pursuit of their goals and dreams,” said Loyiso.
She is in the final stages of launching a lifestyle website that aims to engage young and ambitious South African women, titled “Young Women of Power”. Through this platform, Loyiso hopes to bring together influential women in business and politics, to empower and enlighten younger women.

The Mail and Guardian Top 200 Young South Africans have, over the years, positioned themselves as leaders in their fields and gained local and international acclaim. The selected 200 will be announced later this month.



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