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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.” 

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Community builders honoured at Community Engagement Awards
2016-10-13

Description: "06 -10-2016 Comm Engagement Awards Read More Tags: Comm Engagement Awards

Photo: Charl Devenish

The office of Community Engagement held its annual Community Engagement Awards at the University of the Free State (UFS) on 5 October 2016. This year, the ceremony celebrated people who gave themselves selflessly to improve the lives of those around them who are less privileged. Key players in various sectors of society were recognised and honoured for their contribution and commitment towards a common good.

Dr Richard Teare, president of the Global University for Lifelong Learning (GULL), was the keynote speaker at the ceremony. GULL, a non-profit foundation, operates across the world, providing access to lifelong learning for communities, giving each individual an opportunity to make a difference in their world. Dr Teare talked of places that lack the provision and infrastructure to access higher education and said that through community service programmes, social and economic development was enhanced, and the necessary expertise and resources were provided to drive a community towards a greater good. “Community engagement espouses academic excellence—it enables people to discover their full potential.”

Through its partnership with GULL, the University of Free State has worked with women from Bloem Shelter, an organisation that provides assistance to underprivileged women and children from diverse walks of life. The women were equipped with the necessary skills and knowledge they needed to become self-sufficient - an experience that has yielded positive, constructive change in the women’s lives. 

The awards also acknowledged the boldness and innovative support of members of the Free State community in their various sectors. Among those awarded was Dr Choice Makhetha for her contribution in building capacity for those involved in community service programmes. She also designed and created approaches to improve situations in schools, churches, community organisations and small businesses. Also presented with an award was Dr Dipane Hlalele of the Qwaqwa Campus for his role as principal investigator in two National Research Foundation (NRF) -funded projects; Rural Relational Leadership and Sustainable Rural and Urban Connection. The ICT Innovation in School Education division of the South Campus was also recognised for its Internet Broadcast Project (IBP), which provides lessons on different subjects to 72 000 learners and 3 000 teachers each week.

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