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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

Prof Solomon appointed to board of flagship journal of UNECA
2016-10-06

Description: Prof Hussein Solomon UNECA Tags: Prof Hussein Solomon UNECA

Prof Hussein Solomon, member of the Editorial
Board of the Afro-Arab Social and Economic
Review. He is also the author of Islamic State
and the Coming Global Confrontation.
Photo: Charl Devenish

“I cannot say I worked towards it – I just did my work, and I guess someone noticed.” These are the words of Prof Hussein Solomon from the Department of Political Studies and Governance at the University of the Free State (UFS), who was recently appointed to the Editorial Board of the Afro-Arab Social and Economic Review.

On an editorial board with people he quoted
This is the flagship journal of the United Nations Economic Commission for Africa (UNECA). The mandate of the Economic Commission for Africa (ECA) is to promote the economic and social development of the states which are regarded as members of the United Nations (UN). Prof Solomon says the board consists of people that he used to quote when he was a student, and to serve alongside them is a privilege.

Book launched in Greece, Japan, and Indonesia
His book, Islamic State and the Coming Global Confrontation, was earlier published by Palgrave Macmillan in London and launched in Greece, Japan, and Indonesia in June and July 2016 respectively. It analyses the origins and organisational structure of the Islamic State (IS), ans examines its military triumphs and success in securing new recruits via social media.

Exploit of IS vulnerabilities to combat organisation
Prof Solomon says the IS makes use of the winning hearts and mind (WHAM) principle where they earn the trust of residents by providing basic services, and the only solution we have is to “exploit the Islamic State’s vulnerabilities and to highlight their atrocities.”

He mentions that a lot needs to be done to overcome the IS. It is vital to have boots on the ground and an acceptance that countries will splinter. An overarching strategy needs to be in place which allows for regional variations, good governance, and the countering of extremism.

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