UFS School of Financial Planning Law

UFS School of Financial Planning Law Our vision is to be an excellent, equitable and innovative school that provides necessary training in Financial Planning

The University of the Free State (UFS), through its School of Financial Planning Law, in partnership with the Financial Planning Institute of South Africa (FPI), is the first academic institution in South Africa to offer formal postgraduate qualifications giving access to membership of the Financial Planning Institute of South Africa. The FPI is the highly regarded professional institute for pract

itioners in the financial planning industry in South Africa, carrying an international certification benchmark of recognition by the Certified Financial Planner Board of Standards Inc. The Faculty of Law has been involved as moderators in the FPIโ€™s (formerly Ilpaโ€™s), professional examinations for the past seventeen years.

Are you a Black South African graduate ready to turn your degree into a career?The ASISA Academy Independent Financial A...
02/09/2026

Are you a Black South African graduate ready to turn your degree into a career?

The ASISA Academy Independent Financial Advisor (IFA) Internship gives high-potential graduates with no prior full-time work experience a real shot at breaking into the financial services industry.

Programme structure:
๐Ÿ“š A two-week work-readiness intensive to prepare delegates for their internships.
๐Ÿค A 12-month internship placed within an established IFA practice
๐ŸŒ The programme runs in Johannesburg, Cape Town, Durban, Gqeberha, East London & Bloemfontein

๐—ฅ๐—ฒ๐—ฎ๐—น ๐—ถ๐—ป๐—ฑ๐˜‚๐˜€๐˜๐—ฟ๐˜† ๐—ฒ๐˜…๐—ฝ๐—ผ๐˜€๐˜‚๐—ฟ๐—ฒ, ๐—บ๐—ฒ๐—ป๐˜๐—ผ๐—ฟ๐˜€๐—ต๐—ถ๐—ฝ, ๐—ฎ๐—ป๐—ฑ ๐—ฎ ๐—ณ๐—ผ๐—ผ๐˜ ๐—ณ๐—ถ๐—ฟ๐—บ๐—น๐˜† ๐—ถ๐—ป ๐˜๐—ต๐—ฒ ๐—ฑ๐—ผ๐—ผ๐—ฟ ๐—ผ๐—ณ ๐—ณ๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—ฎ๐—ฑ๐˜ƒ๐—ถ๐—ฐ๐—ฒ!

๐Ÿ“ฅ Applications for the 2027 intake are now open and will close on 7 September 2026. Apply here: https://lnkd.in/dDimiKcc

๐…๐จ๐ซ ๐–๐จ๐ฆ๐ž๐งโ€™๐ฌ ๐Œ๐จ๐ง๐ญ๐ก, ๐ญ๐ก๐ž ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐๐ฅ๐š๐ง๐ง๐ข๐ง๐  ๐ˆ๐ง๐ฌ๐ญ๐ข๐ญ๐ฎ๐ญ๐ž ๐จ๐Ÿ ๐’๐จ๐ฎ๐ญ๐ก๐ž๐ซ๐ง ๐€๐Ÿ๐ซ๐ข๐œ๐š (๐…๐๐ˆ)  ๐š๐ฌ๐ค๐ž๐ ๐ฌ๐จ๐ฆ๐ž ๐ž๐ฑ๐œ๐ž๐ฉ๐ญ๐ข๐จ๐ง๐š๐ฅ ๐ฐ๐จ๐ฆ๐ž๐ง ๐ข๐ง ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ž ๐ญ๐จ...
31/08/2026

๐…๐จ๐ซ ๐–๐จ๐ฆ๐ž๐งโ€™๐ฌ ๐Œ๐จ๐ง๐ญ๐ก, ๐ญ๐ก๐ž ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐๐ฅ๐š๐ง๐ง๐ข๐ง๐  ๐ˆ๐ง๐ฌ๐ญ๐ข๐ญ๐ฎ๐ญ๐ž ๐จ๐Ÿ ๐’๐จ๐ฎ๐ญ๐ก๐ž๐ซ๐ง ๐€๐Ÿ๐ซ๐ข๐œ๐š (๐…๐๐ˆ) ๐š๐ฌ๐ค๐ž๐ ๐ฌ๐จ๐ฆ๐ž ๐ž๐ฑ๐œ๐ž๐ฉ๐ญ๐ข๐จ๐ง๐š๐ฅ ๐ฐ๐จ๐ฆ๐ž๐ง ๐ข๐ง ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ž ๐ญ๐จ ๐ฌ๐ก๐š๐ซ๐ž ๐ญ๐ก๐ž ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐ฅ๐ž๐ฌ๐ฌ๐จ๐ง๐ฌ ๐ญ๐ก๐ž๐ฒ ๐ฐ๐ข๐ฌ๐ก ๐ญ๐ก๐ž๐ฒ ๐ก๐š๐ ๐ฅ๐ž๐š๐ซ๐ง๐ž๐ ๐š๐ญ ๐Ÿ๐Ÿ“.

From saving and investing to making better financial decisions, their experiences offer practical advice for anyone looking to build a stronger financial future.

Swipe through to see what these remarkable women, including the SFPL's own ๐๐ซ๐จ๐Ÿ ๐‹๐ข๐ž๐ณ๐ž๐ฅ ๐€๐ฅ๐ฌ๐ž๐ฆ๐ ๐ž๐ž๐ฌ๐ญ, wish they had known then.

Liezel Alsemgeest

When financial information is only a scroll away, confidence can easily be mistaken for credibility.In a recent article,...
07/08/2026

When financial information is only a scroll away, confidence can easily be mistaken for credibility.

In a recent article, Henda Kleingeld, CFPยฎ, FPSAยฎ, TEP, examines the rise of finfluencers and their growing influence on financial decision-making. While social media has expanded access to financial education, it has also blurred the distinction between sharing information and providing regulated financial advice.

The article explores why that distinction matters, the legal framework governing financial advice in South Africa, and why the adviser-client relationship remains grounded in what algorithms cannot replicate: trust, professional competence, and fiduciary duty.

Read ๐…๐ข๐ง๐Ÿ๐ฅ๐ฎ๐ž๐ง๐œ๐ž๐ซ๐ฌ: ๐…๐ข๐ง๐š๐ง๐œ๐ž'๐ฌ ๐๐ž๐ฐ ๐…-๐–๐จ๐ซ๐?

https://www.moneymarketing.co.za/magazines/moneymarketing-march-2026/

๐—–๐—ฒ๐—น๐—ฒ๐—ฏ๐—ฟ๐—ฎ๐˜๐—ถ๐—ป๐—ด ๐—ฎ ๐—ท๐—ผ๐˜‚๐—ฟ๐—ป๐—ฒ๐˜† ๐˜๐—ต๐—ฎ๐˜ ๐—ถ๐—ป๐˜€๐—ฝ๐—ถ๐—ฟ๐—ฒ๐˜€ ๐—ฒ๐˜…๐—ฐ๐—ฒ๐—น๐—น๐—ฒ๐—ป๐—ฐ๐—ฒ โš–๏ธโœจAs we celebrate 25 years of the UFS School of Financial Planning Law, ...
29/07/2026

๐—–๐—ฒ๐—น๐—ฒ๐—ฏ๐—ฟ๐—ฎ๐˜๐—ถ๐—ป๐—ด ๐—ฎ ๐—ท๐—ผ๐˜‚๐—ฟ๐—ป๐—ฒ๐˜† ๐˜๐—ต๐—ฎ๐˜ ๐—ถ๐—ป๐˜€๐—ฝ๐—ถ๐—ฟ๐—ฒ๐˜€ ๐—ฒ๐˜…๐—ฐ๐—ฒ๐—น๐—น๐—ฒ๐—ป๐—ฐ๐—ฒ โš–๏ธโœจ

As we celebrate 25 years of the UFS School of Financial Planning Law, we proudly share reflections from Moleboheng Moshe-Bereng.

In "The Call is Coming from Inside the House", Moleboheng takes readers behind the scenes of the School, sharing her 12-year journey from marketing officer to PhD candidate and part-time lecturer. Through her personal reflections, she celebrates the people, perseverance and purpose that have shaped the School into a globally respected leader in financial planning education. Her story is a reminder that at the University of the Free State, we do more than educate - we inspire excellence, transform lives and invest in the growth of our people.

Thank you, Lebo, for your passion and for proudly carrying the School's banner wherever you go. We are incredibly proud to celebrate your contribution to this remarkable milestone.

๐Ÿ’ป๐Ÿ“ฒRead the full article here: https://bluechipdigital.co.za/southern-africa-financial-planning-journal/education-southern-africa-financial-planning-journal/the-call-is-coming-from-inside-the-house/

Congratulations to the UFS School of Financial Planning Law on this incredible milestone.

Moleboheng Moshe-Bereng of the University of the Free State celebrates the institution's 25 years of excellence.

Keep ahead of the curve in an ever-changing financial landscape. Visit https://bit.ly/4j4J6NH for more information and t...
07/07/2026

Keep ahead of the curve in an ever-changing financial landscape.

Visit https://bit.ly/4j4J6NH for more information and to apply.

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Financial Planning Case Studies - Practical Strategies for the Modern Financial Planners

26/06/2026

๐—™๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—ฐ๐—ผ๐—ป๐—ณ๐—ถ๐—ฑ๐—ฒ๐—ป๐—ฐ๐—ฒ ๐˜€๐˜๐—ฎ๐—ฟ๐˜๐˜€ ๐˜„๐—ถ๐˜๐—ต ๐—ณ๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—ธ๐—ป๐—ผ๐˜„๐—น๐—ฒ๐—ฑ๐—ด๐—ฒ โœจโš–๏ธ

Moments from the School of Financial Planning Law Womenโ€™s Financial Planning Breakfast, where practical insights met purposeful conversations on building financial security.

๐—ฆ๐—™๐—ฃ๐—Ÿ - ๐—˜๐—บ๐—ฝ๐—ผ๐˜„๐—ฒ๐—ฟ๐—ถ๐—ป๐—ด ๐˜„๐—ผ๐—บ๐—ฒ๐—ป ๐˜๐—ต๐—ฟ๐—ผ๐˜‚๐—ด๐—ต ๐—ธ๐—ป๐—ผ๐˜„๐—น๐—ฒ๐—ฑ๐—ด๐—ฒ, ๐—ฝ๐—น๐—ฎ๐—ป๐—ป๐—ถ๐—ป๐—ด, ๐—ฎ๐—ป๐—ฑ ๐—ณ๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—ฐ๐—ผ๐—ป๐—ณ๐—ถ๐—ฑ๐—ฒ๐—ป๐—ฐ๐—ฒ โš–๏ธโœจThe School of Financial Planning Law in...
25/06/2026

๐—ฆ๐—™๐—ฃ๐—Ÿ - ๐—˜๐—บ๐—ฝ๐—ผ๐˜„๐—ฒ๐—ฟ๐—ถ๐—ป๐—ด ๐˜„๐—ผ๐—บ๐—ฒ๐—ป ๐˜๐—ต๐—ฟ๐—ผ๐˜‚๐—ด๐—ต ๐—ธ๐—ป๐—ผ๐˜„๐—น๐—ฒ๐—ฑ๐—ด๐—ฒ, ๐—ฝ๐—น๐—ฎ๐—ป๐—ป๐—ถ๐—ป๐—ด, ๐—ฎ๐—ป๐—ฑ ๐—ณ๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—ฐ๐—ผ๐—ป๐—ณ๐—ถ๐—ฑ๐—ฒ๐—ป๐—ฐ๐—ฒ โš–๏ธโœจ

The School of Financial Planning Law in the Faculty of Law at the University of the Free State recently hosted its Women's Financial Planning Breakfast, bringing together leading experts to share practical insights on financial wellbeing, planning, and empowerment.
Our distinguished speakers included:

โ€ข Prof Liezel Alsemgeest โ€“ Debt and Financial Freedom

โ€ข Ms Ilene Esterhuysen (iTrust) โ€“ Wills as an Effective Estate Planning Tool

โ€ข Ms Ntabaleng Mankoe (Standard Bank) โ€“ Business Banking

โ€ข Dr Rika van Zyl โ€“ Understanding Life Insurance in and Marriages

โ€ข Ms Moleboheng Moshe-Bereng โ€“ Pocket-Savvy Shopping

The event provided a valuable platform for learning, networking, and meaningful engagement, equipping attendees with practical tools and knowledge to make informed financial decisions and work towards long-term financial security.

๐‘ช๐’๐’๐’ˆ๐’“๐’‚๐’•๐’–๐’๐’‚๐’•๐’Š๐’๐’๐’” ๐’•๐’ ๐’•๐’‰๐’† ๐‘บ๐‘ญ๐‘ท๐‘ณ'๐’” ๐’…๐’Š๐’“๐’†๐’„๐’•๐’๐’“, ๐‘ท๐’“๐’๐’‡ ๐‘ณ๐’Š๐’†๐’›๐’†๐’ ๐‘จ๐’๐’”๐’†๐’Ž๐’ˆ๐’†๐’†๐’”๐’•, ๐’๐’ ๐’ƒ๐’†๐’Š๐’๐’ˆ ๐’‚๐’‘๐’‘๐’๐’Š๐’๐’•๐’†๐’… ๐’‚๐’” ๐‘ต๐’‚๐’•๐’Š๐’๐’๐’‚๐’ ๐‘ฌ๐’๐’†๐’„๐’•๐’†๐’… ๐‘ซ๐’Š๐’“๐’†๐’„๐’•๐’๐’“ ๐’๐’‡ ๐’•๐’‰๐’† ๐‘ฉ...
22/06/2026

๐‘ช๐’๐’๐’ˆ๐’“๐’‚๐’•๐’–๐’๐’‚๐’•๐’Š๐’๐’๐’” ๐’•๐’ ๐’•๐’‰๐’† ๐‘บ๐‘ญ๐‘ท๐‘ณ'๐’” ๐’…๐’Š๐’“๐’†๐’„๐’•๐’๐’“, ๐‘ท๐’“๐’๐’‡ ๐‘ณ๐’Š๐’†๐’›๐’†๐’ ๐‘จ๐’๐’”๐’†๐’Ž๐’ˆ๐’†๐’†๐’”๐’•, ๐’๐’ ๐’ƒ๐’†๐’Š๐’๐’ˆ ๐’‚๐’‘๐’‘๐’๐’Š๐’๐’•๐’†๐’… ๐’‚๐’” ๐‘ต๐’‚๐’•๐’Š๐’๐’๐’‚๐’ ๐‘ฌ๐’๐’†๐’„๐’•๐’†๐’… ๐‘ซ๐’Š๐’“๐’†๐’„๐’•๐’๐’“ ๐’๐’‡ ๐’•๐’‰๐’† ๐‘ฉ๐’๐’‚๐’“๐’… ๐’๐’‡ ๐‘ซ๐’Š๐’“๐’†๐’„๐’•๐’๐’“๐’” ๐’๐’‡ ๐’•๐’‰๐’† ๐‘ญ๐’Š๐’๐’‚๐’๐’„๐’Š๐’‚๐’ ๐‘ท๐’๐’‚๐’๐’๐’Š๐’๐’ˆ ๐‘ฐ๐’๐’”๐’•๐’Š๐’•๐’–๐’•๐’† ๐’๐’‡ ๐‘บ๐’๐’–๐’•๐’‰๐’†๐’“๐’ ๐‘จ๐’‡๐’“๐’Š๐’„๐’‚ (๐‘ญ๐‘ท๐‘ฐ).

We are proud of your incredible achievement, Prof Alsemgeest and wish you great success!

Liezel Alsemgeest

๐—” ๐—ฆ๐—ฒ๐—ฎ๐˜€๐—ผ๐—ป ๐—ผ๐—ณ ๐—˜๐˜…๐—ฐ๐—ฒ๐—น๐—น๐—ฒ๐—ป๐—ฐ๐—ฒ: ๐—›๐—ผ๐—ป๐—ผ๐˜‚๐—ฟ๐—ถ๐—ป๐—ด ๐˜๐—ต๐—ฒ ๐—™๐—ฎ๐—ฐ๐˜‚๐—น๐˜๐˜† ๐—ผ๐—ณ ๐—Ÿ๐—ฎ๐˜„ ๐—–๐—น๐—ฎ๐˜€๐˜€ ๐—ผ๐—ณ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ โœจ ๐ŸŽ“ As graduation season draws to a close for 2026 we...
23/04/2026

๐—” ๐—ฆ๐—ฒ๐—ฎ๐˜€๐—ผ๐—ป ๐—ผ๐—ณ ๐—˜๐˜…๐—ฐ๐—ฒ๐—น๐—น๐—ฒ๐—ป๐—ฐ๐—ฒ: ๐—›๐—ผ๐—ป๐—ผ๐˜‚๐—ฟ๐—ถ๐—ป๐—ด ๐˜๐—ต๐—ฒ ๐—™๐—ฎ๐—ฐ๐˜‚๐—น๐˜๐˜† ๐—ผ๐—ณ ๐—Ÿ๐—ฎ๐˜„ ๐—–๐—น๐—ฎ๐˜€๐˜€ ๐—ผ๐—ณ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ โœจ ๐ŸŽ“
As graduation season draws to a close for 2026 we reflect with pride on a truly remarkable journey for the Faculty of Law. We celebrated not only the achievements of our undergraduate graduates, but also those of our postgraduate students.

Each milestone reached is a testament to resilience, dedication, and the pursuit of excellence.

We shine a special light on the outstanding achievements of the following graduates who were recognised as the Top Achievers in various modules of the programmes offered by the School of Financial Planning Law:

๐€๐๐ฏ๐š๐ง๐œ๐ž๐ ๐ƒ๐ข๐ฉ๐ฅ๐จ๐ฆ๐š ๐ข๐ง ๐„๐ฌ๐ญ๐š๐ญ๐ž ๐š๐ง๐ ๐“๐ซ๐ฎ๐ฌ๐ญ ๐€๐๐ฆ๐ข๐ง๐ข๐ฌ๐ญ๐ซ๐š๐ญ๐ข๐จ๐ง
Top Achiever in Regulatory Environment - Van Coller E
Top Achiever in Administration of Deceased Estates - Van Coller E
Top Achiever in Trust Administration - Jardim M & Van Coller E
Top Achiever in Estate Planning and Drafting of Wills
- Heydenrych A

Overall top achiever: Advanced Diploma in Estate and Trust Administration - Van Coller E

๐๐จ๐ฌ๐ญ๐ ๐ซ๐š๐๐ฎ๐š๐ญ๐ž ๐ƒ๐ข๐ฉ๐ฅ๐จ๐ฆ๐š ๐ข๐ง ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐๐ฅ๐š๐ง๐ง๐ข๐ง๐ 
Top Achiever in Financial Planning Environment- Fialho MF
Top Achiever in Personal Financial Planning - O'Brien SH
Top Achiever in Corporate Financial Planning - Van Tonder J
Top Achiever in Financial Planning Case Study - Fialho MF

Overall Top Achiever: Postgraduate Diploma in Financial Planning
Fialho MF

๐๐จ๐ฌ๐ญ๐ ๐ซ๐š๐๐ฎ๐š๐ญ๐ž ๐ƒ๐ข๐ฉ๐ฅ๐จ๐ฆ๐š ๐ข๐ง ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ ๐๐ฅ๐š๐ง๐ง๐ข๐ง๐ 
Top Achiever in Asset Types and Investment Planning
- Mathikhi CM
Top Achiever in Principles of Portfolio Planning and Management
- Magopane PP

Overall top achiever: Postgraduate Diploma in Investment Planning
- Magopane PP

๐๐จ๐ฌ๐ญ๐ ๐ซ๐š๐๐ฎ๐š๐ญ๐ž ๐ƒ๐ข๐ฉ๐ฅ๐จ๐ฆ๐š ๐ข๐ง ๐„๐ฌ๐ญ๐š๐ญ๐ž ๐๐ฅ๐š๐ง๐ง๐ข๐ง๐ 
Top Achiever in Estate Planning - Brits JS
Top Achiever in Personal Financial Risk Management - Brits JS

Overall Top Achiever: Postgraduate Diploma in Estate Planning
- Brits JS

To all our graduates: well done! Your commitment has brought you to this moment, and your future contributions to society are eagerly anticipated. We also extend heartfelt congratulations to the families, guardians, and support systems who have walked this journey alongside you.
Our sincere thanks go to the academic and support staff whose dedication continues to shape and guide our students toward success.

The end of this season marks not just a conclusion, but the beginning of new chapters. May you carry forward the values of integrity, excellence, and purpose

Photos: Harmse Photography

A big congratulations to Ivan Loots for winning the 2025 Financial Planner of the Year award at the Succession Financial...
01/04/2026

A big congratulations to Ivan Loots for winning the 2025 Financial Planner of the Year award at the Succession Financial Planning (SFP) Champions League awards. Loots, who obtained his Postgraduate Diploma in Financial Planning in 2009 at the UFS, was presented with this award at the SFP gala evening, held on 20 March 2026, following a successful two-day Succession Financial Planning annual national conference.

โ€œIโ€™m incredibly honoured to have been awarded the SFP Financial Planner of the Year. This achievement would not have been possible without your trust, support, and partnership. I dedicate this accomplishment to Caren Eigelaar, whose impact and encouragement shaped this practice. I miss her dearly after her passing in January. I am also deeply grateful for the Grace of God and the unwavering support of my family. With my new team on board, we look forward to continuing to make a meaningful difference in each clientโ€™s lifeโ€ said Loots in a LinkedIn post.

Congratulations, Ivan! We wish you continued success and growth.

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