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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.” 

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“Every journey begins with the first steps” – Marguerite van der Merwe
2016-07-08

Description: Marguerite van der Merwe Tags: Marguerite van der Merwe

Marguerite van der Merwe, recipient of University of the
Free State Chancellor’s Medal, with Chancellor
Dr Khotso Mokhele, at the Winter Graduation ceremony.

Photo: Johan Roux

Marguerite van der Merwe has dedicated her life to the enrichment and increased quality of life for others. At the University of the Free State’s Winter Graduations on 30 June 2016, Van der Merwe and her brother, Anthony Douglas Osler, were both honoured with Chancellor’s Medals for exceptional service to South Africa and the world beyond our borders. In the early 1980s, she learned about the Alexander Technique and her life since then has been about perfecting the technique and sharing it with others. The Alexander Technique teaches people of any age, gender, occupation or interest, how to be posture-aware and perfect, how to be aware and alert, and how to be calm and discriminating, all of which are part of a practical teaching to integrate these qualities consciously into all our daily human activities.  

She walks the walk

She understood the Alexander Technique to be the perfect way to develop the body both physically and mentally, as it develops the higher mental faculties like focus, attention, awareness, consciousness, discrimination, and unfolding of the psyche, thus developing the human potential holistically as a spiritual way of being. She received her training for the technique in Cape Town and London, thereafter she published The Art of Walking, a guide to the Alexander Technique.

Van der Merwe is an internationally-certified teacher of the Alexander Technique, has been offering this work and its application in the spheres of health, education, and performance skills for 30 years, both nationally and internationally.

Van der Merwe says that the South African higher education system should encompass a holistic approach to teaching and educating. Education should envisage a modern vision of education that supports the evolution of the potential of the human being as a holistic system – a competent, skilled, caring, kind individual, developed in physical, mental, emotional and sensorial aspects. She believes that students thus educated will model ‘wholeness’ and ‘humanness’ as they take their place in society, business, education, and entrepreneurship.

Enriching women’s potential

Apart from The Art of Walking, Van der Merwe published EVE-OLUTION, a book to inspire women to listen to their intuition, and empower women to repossess their bodily wisdom, freedom, and authenticity. Van der Merwe proclaims that it is important to liberate women to take charge of their own bodies, minds, and souls. The purpose of the book is to ensure that young women soak up wisdom and encouragement and for older women to express their wisdom, which needs to be respected and listened to.

“Females and feminine roles in society and family are being liberated and acknowledged in the actions of many women as we stand for equal opportunity, equal power, and equality in many fields,” says Van der Merwe.
“Our young women in business and the higher education fraternity, for one, are strong in their views, beautiful in their presence, outspoken in leadership,” Van der Merwe concluded.

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