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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

Beauty personified through written word
2016-07-29

Description: Zubeida Jaffer Tags: Zubeida Jaffer

Dr Thozama April, University of Fort Hare
historian, Zubeida Jaffer, current Writer-in-Residence
in the Department of Communication Sciences
at the UFS and author of Beauty of the Heart:
The life and times of Charlotte Mannya Maxeke
and Prof Jonathan Jansen, Vice-Chancellor and Rector
of the UFS at the book launch of Zubeida Jaffer.
Photo: Rulanzen Martin

“It is quite easy to write a book in a professional capacity but very difficult to write a book from the heart.”

These were the words of Prof Jonathan Jansen, Vice-Chancellor and Rector of the University of the Free State (UFS), at the launch of Beauty of the Heart: The life and times of Charlotte Mannya Maxeke by Zubeida Jaffer, the current Writer-in-Residence in the Department of Communication Sciences at the UFS.

Perseverance and dedication yields results

Writing a book from the heart is exactly what Jaffer, an award-winning South African journalist and author, set out to do. “When you make the choice to write a story, you need to be very dedicated,” she said.

As this is Jaffer’s third book, one would think that she would have no difficulty in putting pen to paper. On the contrary, she mentioned that it was, in fact, the hardest book she has written because the narrative was not easy to get hold of.

“I wanted Charlotte’s voice to come through, and it took my team and I three years of research and writing,” she said.

Maxeke’s story helps to shape South African society

The three-person panel, hosted by the UFS Sasol Library and SUN MeDIA, and chaired by Prof Jansen, included Jaffer and Dr Thozama April, University of Fort Hare historian who had done her PHD thesis on Maxeke.

Dr April said that Maxeke’s life story is an inspiring one, as it encourages a rethinking of established narratives. “These established narratives have made it possible for historians and researchers to write about the shaping of South African society,” she said.

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