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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

IRSJ marks five years of championing social justice
2016-08-12

Description: IRSJ 5 year Tags: IRSJ 5 year

Members of the Advisory Board of the IRSJ,
Prof Michalinos Zembylas (Open University
of Cyprus), Prof Shirley Anne Tate (Leeds
University, England), and Prof Relebohile
Moletsane (University of KwaZulu-Natal),
listen to a speaker on the programme.
Photo: Lihlumelo Toyana

The Institute for Reconciliation and Social Justice (IRSJ) marked its fifth anniversary with a function on 27 July 2016 in the Reitz Hall of the Centenary Complex on the Bloemfontein Campus of the University of the Free State (UFS). Earlier that day, the Advisory Board of the IRSJ, chaired by Prof Jonathan Jansen, Vice-Chancellor and Rector of the UFS, hosted their annual meeting.

A new book was also launched, co-authored by JC van der Merwe, Deputy-Director at the IRSJ and Dionne van Reenen, researcher and PhD candidate at the IRSJ. It is entitled Transformation and Legitimation in Post-apartheid Universities: Reading Discourses from ‘Reitz’. The function featured not only reflections on the IRSJ, but a four-member panel discussion of the book and higher education in 2016.

The IRSJ came into being officially at the UFS in January 2011. Prof André Keet, Director of the IRSJ, said: “With a flexibility and trust not easily found in the higher education sector, the university management gave us the latitude and support to fashion an outfit that responds to social life within and outside the borders of the university, locally and globally.”

The IRSJ has not hesitated to be bold and
courageous in reforming ... traditional policies."

 

Prof Jansen went on to mention three things he finds appealing about the IRSJ: “Thanks to Prof Keet and his team’s vision and understanding of how important it is for students to have a space in which they can learn how to be, learn how to think, and learn how to contribute, the IRSJ has become a place where students can learn about things that they might not learn in the classroom. Second, it created, for the first time, a space where members of the LGBTIQ community could gather in one place. And third, it speaks to the intellectual life of the university, as evidenced by the research and publications produced over the past few years.”

Prof Jansen added: “The IRSJ will only be successful to the extent that we have safe spaces, courageous spaces, in which not only black students talk to themselves, but where black and white students talk together about their difficulties. If you’re entangled, you can’t get out of [that] unless you speak to the other person.”

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Prof Michalinos Zembylas of the Open University of Cyprus and member of the Advisory Board, said of the IRSJ: “The works produced by the institute in this short time have been valuable to this community and beyond, because they recognise the complexities of education, ... while pushing the boundaries of how to translate theoretical discussions into practical, everyday conditions. ... For example, the IRSJ has not hesitated to be bold and courageous in reforming some traditional policies in this university—remnants of an ambivalent past that reproduced inequality and disadvantage.

In reflecting on how the IRSJ came into being during her opening remarks, Dr Lis Lange, Vice-Rector: Academic at the UFS, said that it has always been “dedicated to transformation.” She added that it “gathered the energy and creativity of some of our most promising student leaders.” She concluded: “For me, the greatest success of the Institute, besides publications and local and international networks, is the fact that something that started in the margins is being asked today to come closer to the centre, to play a larger role in the structural transformation of the university.”

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