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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

Doll parent project exposes learners to real-life issues of responsible reproductive health
2016-11-01

Description: Doll parent project  Tags: Doll parent project

Princess Gaboilelwe Motshabi,
Princess Gabo Foundation, Maki Lesia,
School of Nursing, Zenzele Mdletshe,
Internationalisation office, Masters of
Education students from Rutgers University
and study leader.


With the alarming rate of teenage pregnancies in secondary schools, a concerned teacher approached University of the Free State (UFS) School of Nursing in 2013, and in 2015, the Reproductive Health Education Project (RRHEP) was established in collaboration with fourth-year Midwifery students, the Princess Gabo Foundation and the UFS Community Engagement Directorate.

Empowering learners to make responsible reproductive health choices was the primary objective, which got final-year nursing students involved in the Doll-Parenting Project as part of their Service Learning Module. To simulate parenting, boys and girls in Grade Eight were given dolls to take care of as their “baby” for a given period of time. After an information session with parents and guardians, the project took off at Moroka High School in Thaba Nchu and Lekhulong High School in Mangaung. The Princess Gabo Foundation, an NGO operating in the Thaba Nchu community, which supports maternal health programmes, provided the dolls, kangaroo wraps, and diaries in which learners recorded their daily experiences of caring for a baby.

Teen parenting – a challenging experience

Learners were required to calculate how much it would cost to care for a baby, the cost of buying nappies, formula milk (if not breast feeding), doctor’s visits, and medicine. The project was supported by teachers in various subject classes, and learners were encouraged to express themselves through writing of poems or essays about how it feels to be a teen parent.

Dr Delene Botha, lecturer at the School of Nursing, said there was a need to establish a sustainable research project that would attract funding. By adding some of the missing components and drawing on other disciplines such as Sociology and Psychiatry, the project was expected to be extended to meet the needs of other stakeholders including teachers, parents and the community at large.

With cellphones and data provided by the Community Engagement office, the “parenting practice” involved receiving SMS messages from nursing students during odd times of the day to remind them about the needs of the baby; such as wet nappies, the “baby” not feeling well and to be soothed.

Sensitising learners yields success

In evaluating their performance, appointed “police learners” became the eyes and ears of the community to observe and report on how “parents” treated their “babies”. Statements from participants and feedback showed Incidences of negligence and the feeling of embarrassment from being a teen parent. The report indicated that learners felt that having a baby while still at school was not a good idea. The project concluded with a debate on the subject.

As part of the programme, a group of postgraduate Education students from Rutgers University in the US, visited Chief Moroka High School and received first-hand information from their interaction with the learners from which they created digital stories of their Community Engagement experience and took these back with them.

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