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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

National 3MT competition held at UFS
2017-03-29

Description: 3MT 2017 Tags: 3MT 2017

The two winners of the Three minute thesis
competition, Andrew Verrijdt (left) and
Kerryn Warren (right).
Photo: Charl Devenish


From Neanderthal hybrid children to eating corn silk as a way of managing kidney diseases, the National Three Minute Thesis competition (3MT) captivated the mind.

“We brought the competition to South Africa and hosted the local, regional, and national competitions for the past few years,” said Dr Emmie Smit, organiser of the event. It is an opportunity to raise the profile of postgraduate research and to develop a cross-disciplinary student community to effectively communicate research to a wide audience. The event was founded by the University of Queensland, Australia. The third national 3MT competition took place at the University of the Free State (UFS) on Friday 24 March 2017.

Three minutes and one slide
During the competition, participants had three minutes to explain their master’s or doctoral research and one static PowerPoint slide could be used. “It is very important that this slide works for you. There must be some way the information on the slide connects to what you present,” said Dr Henriette van den Berg, Director of the Postgraduate School at the UFS.
 
Winners grateful for opportunity
“It is an honour and a drive. It is very nice to have this sort of thumbs up,” said Kerryn Warren, winner of the Science category. Her research title was, What did a Human-Neanderthal Child Look Like? “I have been looking at the hybrids between different species and subspecies of mice in order to use them as a model to find out what human hybrids looked like.”

The presentation by Andrew Verrijdt, winner of the Humanities category, entitled Hiding in the Deep: Anonymous Websites for Paedophiles on the ‘Darknet’, gave a glimpse into the mysterious and dangerous realm of the dark web. “I am grateful for the opportunity. Primarily because I think it’s an important topic, and society will benefit by getting the word out there as it is a sensitive topic,” he said. The two winners, both from the University of the Cape Town, won R15 000 each.  A further R30 000 of prize money went to the four runners-up.

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