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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 Council elects new Chairperson
2017-01-27

Description: Mr Willem Louw and Nthabeleng Rammile Tags: Mr Willem Louw and Nthabeleng Rammile

Mr Willem Louw, new Chairperson of the Council
of the University of the Free State, and Dr Nthabeleng
Rammile, new Vice-Chairperson.
Photo: Stephen Collett

The Council of the University of the Free State (UFS) elected Mr Willem Louw as the new Chairperson during a special meeting on Friday 20 January 2017. He was Vice-Chairperson of the Council since 13 March 2015. Dr Nthabeleng Rammile was elected Vice-Chairperson at the same meeting, making her the first woman in the history of the university elected to this position.

The election of Mr Louw comes after the announcement by Justice Ian van der Merwe at a Council meeting on 2 December 2016 that he will be stepping down as Chairperson on 31 December 2016.

Mr Louw has served on the Council since 11 September 2009 and was elected as member of the Executive Committee of the Council on 18 November 2011. He furthermore serves on the Council’s subcommittees for Audit and Risk Management, and Honorary Degrees.

In accepting his election as Chairperson, Mr Louw said that he appreciates the trust Council has bestowed on him. “It is a privilege and honour to lead Council and I look forward to the challenge. With the support of Dr Rammile and the rest of the Council, I endeavour to ensure that the university management is assisted in the governance of the university and that the Council plays its governance role fully at all times,” he said.

“The UFS is privileged to have Mr Louw and Dr Rammile leading its Council at such a crucial time in the South African higher-education sector. Their combined experience will be of great benefit to the university community,” said Prof Nicky Morgan, Acting Vice-Chancellor and Rector of the UFS.

Mr Louw is an Associate of the Transnet Centre for Business Management of Projects at the University of Stellenbosch Business School and a non-executive Director of Group Five Limited. He was previously Managing Director of the technology business unit and a member of Group Management at Sasol, where he worked from 1985 until 2011. He is a member of the South African Council for the Project and Construction Management Professions and a Fellow of the South African Academy of Engineering. Mr Louw received his Bachelor’s and Master’s degrees in Civil Engineering from Stellenbosch University and his MDP (Management Development Programme in Project Management) from UNISA. He is currently enrolled for a PhD in Business Management and Administration at the University of Stellenbosch Business School.

Dr Rammile has served on the Council as representative of the religious communities since 1 January 2016. She is also member of the Council subcommittees for Audit and Risk Management, and Naming. She obtained a PhD in Brand Management at the UFS, where she also lectured in the Department of Business Management from 2003 to 2014. She is a pastor at Global Reconciliation, where she is responsible for women’s ministry, community outreach projects, and multimedia.

Mr Louw will serve as Chairperson of Council until 31 December 2018, and Dr Rammile will serve as Vice-Chairperson until 12 March 2018.

Released by:
Lacea Loader (Director: Communication and Brand Management)
Telephone: +27 51 401 2584 | +27 83 645 2454
Email: news@ufs.ac.za | loaderl@ufs.ac.za
Fax: +27 51 444 6393

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