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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

Researchers celebrated for outstanding achievements
2017-05-05

Description: Researchers celebrated for outstanding achievements  Tags: Researchers celebrated for outstanding achievements

From left, NRF P-rated researcher,
Dr Daniel Spence; Directorate Research
Development, Eleanor van der Westhuizen;
Vice-Chancellor and Rector Prof Francis Petersen;
Dean of Faculty of Theology Prof Fanie Snyman;
and Vice-Rector: Research, Prof Corli Witthuhn.
Photo: Johan Roux


The University of the Free State’s (UFS) Vice-Rector: Research, Prof Corli Witthuhn, hosted a Research Celebration, at which the new National Research Foundation (NRF) ratings, presentation of the UFS Book Prize and the research support award were announced. The UFS Chancellor, Dr Khotso Mokhele, and Chairperson of the UFS Council, Mr Willem Louw, were in attendance among academics and staff members. 

An astounding preface
Presenting the opening remarks, UFS Vice-Chancellor and Rector, Prof Francis Petersen, congratulated all researchers and prize recipients on behalf of the rectorate. He applauded all researchers who had put their best foot forward and were acknowledged by the NRF. Furthermore, Prof Petersen said that the success of UFS researchers informed that the university received international recognition. “Research has the ability to play an active role in transformative action that leads to change. We are striving to be a leader in research output,” said Prof Petersen.

Humble and gracious recipient
Prof Fanie Snyman, Dean of the Faculty of Theology, walked away with the most sought-after award of the day, the UFS Book Prize for Distinguished Scholarship, for his book, Malachi, on the last book of the Old Testament. The book was published in Germany and can be used by theology scholars and academics.

“I have no words, I am sincerely grateful for this award, but I must also thank the university. I am grateful for the support that has enabled me to complete the book and achieve this award,” said Prof Snyman. He is the third academic to be awarded this prize.

University reaches new heights
The university’s new NRF-ratings were celebrated. The UFS has 27 new rated researchers and seven researcher’s ratings were renewed. Prof Jonathan Jansen received a NRF A-rating and Dr Daniel Spence a P-rating.

The Directorate of Research Development’s Eleanor van der Westhuizen was awarded the Research Support Award, which is to acknowledge those who accelerate and propel research and/or researchers.

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