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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

Oxford professor unlocks secrets of DNA
2017-03-31

Description: Oxford professor unlocks secrets of DNA Tags: Oxford professor unlocks secrets of DNA

From left are: Dr Cristian Capelli, Associate Professor
of Human Evolution at Oxford University;
Dr Karen Ehlers, Senior Lecturer and Prof Paul Grobler,
both from the Department of Genetics at the UFS.
Photo: Siobhan Canavan

Many people are interested to know more about their history and origins, and with the help of genetics, it is possible to provide more information about one’s roots.

During a lecture at the Department of Genetics at the University of the Free State (UFS), Dr Cristian Capelli, Associate Professor of Human Evolution at Oxford University in the UK, addressed staff members and students on the history of our species.

Reconstructing the history of human population
With his research, titled: People on the move: population structure and gene-flow in Southern Africa, Dr Capelli looks at reconstructing the history of human populations, focusing mainly on how the different human populations are related, as well as how they exchange genes.

He said this research could be of great significance to the medical field too. “Knowing what the genetic make-up of individuals is, can give us some information about their susceptibility to diseases, or how they would react to a given medicine. Therefore, this knowledge can be used to inform health-related policies.”

Combining individual histories of multiple people
To understand this research more clearly, Dr Capelli explained it in terms of DNA and how every individual receives half of their DNA from their mother and half from their father just as their parents had received theirs from their parents. And so it goes from generation after generation. Each individual stores a part of their ancestors’ DNA which makes up the individual genetic history of each person.

“If we combine these individual histories by looking at the DNA of multiple people, we can identify the occurrences that are shared across individuals and therefore reconstruct the history of a population, and in the same way on a larger scale, the history of our own species, homo sapiens.

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