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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

UFS lecturer overcomes barriers to become world-class researcher
2016-09-05

Description: Dr Magteld Smith researcher and deaf awareness activist Tags: Dr Magteld Smith researcher and deaf awareness activist

Dr Magteld Smith researcher and deaf awareness
activist, from the Department of Otorhinolaryngology
at the UFS.
Photo: Nonsindiso Qwabe

Renowned author and disability activist Helen Keller once said the problems that come with being deaf are deeper and more far-reaching than any other physical disability, as it means the loss of the human body’s most vital organ, sound.

Dr Magteld Smith, researcher at the Department of Otorhinolaryngology (Ear, Nose and Throat) at the University of the Free State, said hearing loss of any degree can have psychological and sociological implications which may impair the day-to-day functioning of an individual, as well as preventing the person from reaching full potential. That is why Smith is making it her mission to bring about change in the stigmatisation surrounding deafness.

Beating the odds
Smith was born with bilateral (both ears) severe hearing loss, which escalated to profound deafness. But she has never allowed it to hinder her quality of life. She matriculated from a school for the deaf in 1985. In 2008 she received a cochlear implant   a device that replaces the functioning of the damaged inner ear by providing a sense of sound to the deaf person   which she believes transformed her life. Today, she is the first deaf South African to possess two masters degrees and a PhD.

She is able to communicate using spoken language in combination with her cochlear implant, lip-reading and facial expressions. She is also the first and only deaf person in the world to have beaten the odds to become an expert researcher in various fields of deafness and hearing loss, working in an Otorhinolaryngology department.

Advocating for a greater quality of life
An advocate for persons with deafness, Smith conducted research together with other experts around the world which illustrated that cochlear implantation and deaf education were cost-effective in Sub-Saharan Africa. The cost-effectiveness of paediatric cochlear implantation has been well-established in developed countries; but is unknown in low resource settings.

However, with severe-to-profound hearing loss five times higher in low and middle-income countries, the research emphasises the need for the development of cost-effective management strategies in these settings.

This research is one of a kind in that it states the quality of life and academic achievements people born with deafness have when they use spoken language and sign language as a mode of communication is far greater than those who only use sign language without any lip-reading.

Deafness is not the end

What drives Smith is the knowledge that deaf culture is broad and wide. People with disabilities have their own talents and skills. All they need is the support to steer them in the right direction. She believes that with the technological advancements that have been made in the world, deaf people also have what it takes to be self-sufficient world-changers and make a lasting contribution to humanity.

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