UFS School of Financial Planning Law

07/10/2026

A huge congratulations to Brendan Dunn, SFPL alumnus, on being named the 2026 FPI Financial Planner of the Year! 🏆

We are delighted to celebrate this wonderful achievement and to see one of our alumni reaching such an outstanding milestone in the financial planning profession.

Well done, Brendan! We are incredibly proud of you and wish you continued success in all that lies ahead. 👏🎓

The FPi Financial Planner of the Year competition is composed of very stringent tasks faced by the finalists in all three rounds. Only applicants demonstrating their talents and abilities to the highest degree made it through the rounds.



This category is judged by independent judges ranging from academics, industry experts, FPi senior management, and board members.

Congratulations to our 2026 winner of the FPi Financial Planner of the Year Award, Brendan Dunn CFP® CA(SA).

07/10/2026

The Financial Planning Institute's 2026 Convention is in full swing.

If you are a registered student at the SFPL, here's a chance to win R500!

WORLD FINANCIAL PLANNING DAY 2026 WORD SEARCH!

Think you know your financial planning and advice terms? Let’s test it! We’ve hidden 11 words in the puzzle.

WIN R500!

Here’s how to enter:
- Complete the word search
- Post your completed entry
- Tag , and your school

Your financial future starts with knowledge, so put your skills to the test!

17/09/2026

𝟰 𝗧𝗜𝗖𝗞𝗘𝗧𝗦. 𝟰 𝗣𝗘𝗢𝗣𝗟𝗘. 𝗙𝗜𝗥𝗦𝗧 𝗖𝗢𝗠𝗘, 𝗙𝗜𝗥𝗦𝗧 𝗦𝗘𝗥𝗩𝗘𝗗.
🎟️ 𝗪𝗜𝗡 𝗔 𝗙𝗥𝗘𝗘 𝗧𝗜𝗖𝗞𝗘𝗧 𝗧𝗢 𝗧𝗛𝗘 𝟮𝟬𝟮𝟲 𝗙𝗣𝗜 𝗖𝗢𝗡𝗩𝗘𝗡𝗧𝗜𝗢𝗡 𝗚𝗔𝗟𝗔 𝗗𝗜𝗡𝗡𝗘𝗥

Calling all UFS School of Financial Planning Law alumni and current students attending the 2026 FPI Convention.

The first 4 eligible people to contact us and confirm their attendance at the Convention will each receive a FREE Gala Dinner ticket as a guest of the School of Financial Planning Law.

Are you attending the FPI Convention? Don’t wait. Claim a ticket to the Gala Dinner.

Email Immediately: 📩 𝗠𝗼𝘀𝗵𝗲𝗕𝗲𝗿𝗲𝗻𝗴𝗠𝗙@𝘂𝗳𝘀.𝗮𝗰.𝘇𝗮

Remember: In your email, you must supply proof that you are attending the FPI Convention.

09/09/2026

𝑾𝒆 𝒂𝒓𝒆 𝒓𝒆𝒂𝒅𝒚 𝒂𝒏𝒅 𝒆𝒙𝒄𝒊𝒕𝒆𝒅 𝒔𝒕𝒂𝒓𝒕 𝒕𝒉𝒆 𝒅𝒂𝒚 𝒂𝒔 𝒂𝒏 𝒆𝒙𝒉𝒊𝒃𝒊𝒕𝒐𝒓 𝒂𝒏𝒅 𝒔𝒑𝒐𝒏𝒔𝒐𝒓 𝒂𝒕 𝒕𝒉𝒆 16𝒕𝒉 𝑨𝒏𝒏𝒖𝒂𝒍 𝑭𝑰𝑺𝑨 𝑪𝒐𝒏𝒇𝒆𝒓𝒆𝒏𝒄𝒆.

Dr Rika Van Zyl will be sharing her expertise and insights on estates and trusts as a panelist in the morning panel discussion.

We're looking forward to catching up with industry colleagues, alumni, current and prospective students.

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:
📚 A two-week work-readiness intensive to prepare delegates for their internships.
🤝 A 12-month internship placed within an established IFA practice
🌍 The programme runs in Johannesburg, Cape Town, Durban, Gqeberha, East London & Bloemfontein

𝗥𝗲𝗮𝗹 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗲𝘅𝗽𝗼𝘀𝘂𝗿𝗲, 𝗺𝗲𝗻𝘁𝗼𝗿𝘀𝗵𝗶𝗽, 𝗮𝗻𝗱 𝗮 𝗳𝗼𝗼𝘁 𝗳𝗶𝗿𝗺𝗹𝘆 𝗶𝗻 𝘁𝗵𝗲 𝗱𝗼𝗼𝗿 𝗼𝗳 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗮𝗱𝘃𝗶𝗰𝗲!

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

31/08/2026

𝐅𝐨𝐫 𝐖𝐨𝐦𝐞𝐧’𝐬 𝐌𝐨𝐧𝐭𝐡, 𝐭𝐡𝐞 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐈𝐧𝐬𝐭𝐢𝐭𝐮𝐭𝐞 𝐨𝐟 𝐒𝐨𝐮𝐭𝐡𝐞𝐫𝐧 𝐀𝐟𝐫𝐢𝐜𝐚 (𝐅𝐏𝐈) 𝐚𝐬𝐤𝐞𝐝 𝐬𝐨𝐦𝐞 𝐞𝐱𝐜𝐞𝐩𝐭𝐢𝐨𝐧𝐚𝐥 𝐰𝐨𝐦𝐞𝐧 𝐢𝐧 𝐟𝐢𝐧𝐚𝐧𝐜𝐞 𝐭𝐨 𝐬𝐡𝐚𝐫𝐞 𝐭𝐡𝐞 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐥𝐞𝐬𝐬𝐨𝐧𝐬 𝐭𝐡𝐞𝐲 𝐰𝐢𝐬𝐡 𝐭𝐡𝐞𝐲 𝐡𝐚𝐝 𝐥𝐞𝐚𝐫𝐧𝐞𝐝 𝐚𝐭 𝟐𝟓.

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 𝐏𝐫𝐨𝐟 𝐋𝐢𝐞𝐳𝐞𝐥 𝐀𝐥𝐬𝐞𝐦𝐠𝐞𝐞𝐬𝐭, wish they had known then.

Liezel Alsemgeest

07/08/2026

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

In a recent article, Henda Kleingeld, CFP®, FPSA®, 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 𝐅𝐢𝐧𝐟𝐥𝐮𝐞𝐧𝐜𝐞𝐫𝐬: 𝐅𝐢𝐧𝐚𝐧𝐜𝐞'𝐬 𝐍𝐞𝐰 𝐅-𝐖𝐨𝐫𝐝?

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

29/07/2026

𝗖𝗲𝗹𝗲𝗯𝗿𝗮𝘁𝗶𝗻𝗴 𝗮 𝗷𝗼𝘂𝗿𝗻𝗲𝘆 𝘁𝗵𝗮𝘁 𝗶𝗻𝘀𝗽𝗶𝗿𝗲𝘀 𝗲𝘅𝗰𝗲𝗹𝗹𝗲𝗻𝗰𝗲 ⚖️✨

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.

💻📲Read 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.

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

𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗰𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝗰𝗲 𝘀𝘁𝗮𝗿𝘁𝘀 𝘄𝗶𝘁𝗵 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗸𝗻𝗼𝘄𝗹𝗲𝗱𝗴𝗲 ✨⚖️

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