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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 the only university in South Africa with a P-rated history researcher
2016-12-13

Description: Dr Daniel Spence  Tags: Dr Daniel Spence  

Dr Daniel Spence has been earmarked by the NRF
to become a future international leader in his field
of expertise.
Photo: Supplied

The University of the Free State (UFS) is the only university in South Africa with a P-rated History researcher. Dr Daniel Spence, a postdoctoral Research Fellow at the International Studies Group (IGS), and a member of the Vice-Chancellor’s Prestige Scholar’s Programme at the UFS, was last week awarded a National Research Foundation P-rating by the National Research Foundation (NRF). Dr Spence is the first South African historian to achieve this honour.

Leader of the pack
P-ratings are given to young researchers, usually under the age of 35, who have the potential to become leaders in their field. Researchers in this group are recognised by all, or the overwhelming majority of, reviewers as having demonstrated the potential to become future international leaders.

The rating is awarded on the basis of exceptional research performance and output from their doctoral and early postdoctoral research careers.

Other researchers from the UFS who obtained P-ratings in the past, are Prof Lodewyk Kock (1986), Prof Zakkie Pretorius (1989), and Prof Robert Schall (1991).

Extraordinary achievement lauded  
“It is an extraordinary achievement. There are fewer P-ratings, than there are A-ratings,” said Prof Neil Roos, associate professor at the ISG. Prof Roos said the P-rating was seldom awarded to researchers within the field of Humanities.

As a member of the ISG, Dr Spence’s research has flourished under the guidance of Prof Ian Phimister. Much of the success of this group is due to the way it operates as an incubator for high-level research, with scholars collaborating with each other.

In addition to Dr Spence’s magnificent P-rating, the ISG currently has three C1-rated researchers (established researchers with a sustained recent record of productivity in their field) and two Y1-rated researchers (researchers 40 years old or younger, who are recognised by all reviewers as having the potential to establish themselves as future leaders in their fields).

“From the time Dr Spence wrote his doctoral thesis on the colonial history of the Royal Navy, he has expanded his field of expertise so that he can address imperial and global histories of race,” said Prof Roos.

Demonstrated research excellence

Dr Spence secured a postdoctoral Research Fellowship at the UFS to develop an African case study to augment his Asian and Caribbean research thesis into a monograph. In March 2013, Dr Spence won a three-year NRF Postdoctoral Innovation Scholarship, and learned Kiswahili ahead of archival research in Kenya and Tanzania from April to May of that year. He has conducted archival and oral research in Singapore, Malaysia, Hong Kong, Australia, Kenya, Zanzibar, the Cayman Islands, Trinidad, and the UK.

Internationally renowned
Dr Spence is the author of two monographies, the Colonial Naval culture and British imperialism, 1922-67 and A History of the Royal Navy: Empire and Imperialism. He has been invited to present papers and chair panels at over 20 international conferences, workshops and seminars.

The NRF rating system is a benchmarking system through which individuals who exemplify the highest standards of research, as well as those demonstrating strong potential as researchers, are identified by an extensive network of South African and international peer reviewers.

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