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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

US author launches book at UFS on African volk
2016-10-17

Description: Dr Jamie Miller Tags: Dr Jamie Miller

Dr Jamie Miller, Postdoctoral Fellow at the
University of Pittsburgh and author of
An African Volk: The Apartheid Regime
and Its Search for Survival.
Photo: Rulanzen Martin

“I realised the importance of not just accessing the policies and political approaches of the leaders of the apartheid regime, but understanding the ideas and world views that informed them. Part of the solution to this was to learn Afrikaans.”

This is according to Dr Jamie Miller, a Postdoctoral Fellow at the University of Pittsburgh, on how he went about getting inside the mind of South Africa’s apartheid regime in order to complete his book, An African Volk: The Apartheid Regime and Its Search for Survival.

The book was launched on 11 October 2016 by the Archive for Contemporary Affairs at the University of the Free State on the Bloemfontein Campus.

Volk refers to the Afrikaner nationalist movement
The book is an ambitious new international history of 1970s apartheid South Africa. It is based on newly declassified documents and oral histories, the majority in Afrikaans, which focus on the regime’s attempts to turn the new political climate to its advantage.

The term volk refers to the Afrikaner nationalist movement, also known as Afrikanerdom. The story of Afrikaner nationalism was the medium through which the regime gained power.

Four main messages from the book

Dr Miller says there are four main messages for his readers. Firstly, the apartheid regime looked to contest and hijack new ideas and norms that formed the postcolonial world, and secondly, that we need to start thinking more seriously about the Cold War in terms of domestic politics, not just geopolitics.

Thirdly, South Africa should be integrated into histories of the global South, and lastly, we should conceptualise the apartheid regime by looking at it not just as an imperial holdover, but also by looking at what was happening in the world in the time period in question.

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