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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

From a dream to a reality: Free State Mother and Child Academic Hospital
2016-08-31

Description: Free State Mother and Child Academic Hospital  Tags: Free State Mother and Child Academic Hospital

The message, From a dream to a reality, echoed
throughout the launch of the Mother and
Child Academic Hospital. From left to right:
Dr Khotso Mokhele, Chancellor of the UFS,
Rolene Strauss, Miss World 2014 and
Patron of the Mother and Child Academic Hospital,
Prof André Venter, Head of the Department of
Paediatrics and Child Health, and Dr Riaan Els,
CEO of the Fuchs Foundation South Africa.
Photo: Charl Devenish

“Sometimes dreams do come true, and finally, this institution is starting to dream big dreams.” These were the words of Dr Khotso Mokhele, Chancellor of the University of the Free State (UFS) at the launch of the Free State Mother and Child Academic Hospital collaborative initiative. The launch was an official declaration of intentions regarding the establishing of the hospital, a specialist unit which will focus on paediatric and maternal healthcare, fully supported by the Department of Health in the Free State. As the first Mother and Child Hospital in South Africa, it will be unique.

Under the leadership of Prof André Venter, the UFS Department of Paediatrics and Child Health serves over 250 000 children of the southern regions of the Free State at secondary care level, and is responsible for the tertiary care of nearly one million children from the whole of the Free State and Northern Cape Provinces, as well as some children from Northwest and Eastern Cape Provinces and Lesotho.

As part of a multi-faceted initiative, the 350-bed mother and child hospital will benefit the community of the Free State greatly, and will support the objectives of the Strategic Development Goals. It will further Free State Strategic Transformation Plan (STP) by improving access to healthcare for the most vulnerable members of the population, thus reducing paediatric mortality and improving maternal health. An additional objective of the project is to develop academic excellence, and improve the environment in which medical specialists and subspecialists develop their skills according to international standards.

Prof Jonathan Jansen, Vice-chancellor and Rector of the UFS, described the project as one which captures the head and the heart, as it caters most for little lives, a hub wherein great talent and potential waits to be unleashed. In support of the project, the university has offered a piece of land on the campus where the hospital will be built, thus strengthening the quality of tertiary education.

Former Miss World, Mrs Rolene Strauss, also pledged her support. She said she is honoured to be the patron of the project, one she believes will lead to healthier women, healthier children, and a healthier nation.

In celebration of the 50th anniversary of the Fuchs Foundation, CEO Dr Riaan Els, awarded a donation of R2250000 towards the building of the hospital, a contribution which will bring the project a step closer to its realisation.

Prof André Venter, leader of the project, hopes that it will serve as a blueprint for other academic hospitals in the country, and mark the beginning of an era of highly specialised medical care for humanity’s most precious people.

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