Department
School for Financial Planning Law
School for Financial Planning Law
Office
School Of Financial Planning Law Building 17
Henda Kleingeld started her career as a lecturer at the School of Financial Planning Law in 2009. She is currently the Program Director of the Postgraduate Diploma in Financial Planning Law. She was previously the Program Director of the Postgraduate Diploma in Estate Planning and the Postgraduate Diploma in Investment Planning.
She also developed and registered the Advanced Diploma in Estate and Trust Administration and acted as the program director for this course for five years. Both FISA and STEP accredit this Diploma.
Her qualifications include a BCom (Law), LLB, Postgraduate Diploma in Financial Planning Law, the Advanced Postgraduate Diploma in Financial Planning Law and an LLM degree. She is also an admitted attorney of the High Court of South Africa.
Before joining the UFS, Henda`s professional journey included roles as an attorney at Vermaak & Dennis Inc, a legal consultant at Sanlam in Bloemfontein, and later, in 2006, she joined ABSA Wealth in Bloemfontein. As a Risk and Fiduciary Specialist at ABSA Wealth, she focused on Estate Planning and Fiduciary services for high-net-worth clients in the Free State and Northern Cape.
She, therefore, brings various legal and practical expertise to her academic endeavors.
She was awarded the prestigious FISA Chairperson Award in 2023 for her remarkable contributions to the fiduciary profession.
She has attained her CFP® Professional status and is a registered Fiduciary Practitioner of SA (FPSA®) and a member of the Society of Trust and Estate Practitioners (STEP).
Her research areas have always focused more on Trust and Estate Planning but have diversified over the last couple of years to include less explored fields of financial planning like "Swift Trust", "How different genders approach financial planning and dealing with clients".
She is currently researching the regulatory requirements and positive contribution that financial therapy will make as part of financial planning in the South African landscape as part of her PhD studies.
She believes it is vital to pursue innovative approaches within financial planning law continuously.
Publications (Short List)
Post-Konstitusionele Regspraak oor die Wysising van Diskriminerende Bepalings in Testamentere Trusts met ‘n Liefdadigheidsoogmerk/ An analysis of Post-Constitutional Case Law Relevant to the amendments of discriminatory provisions in charitable testamentary Trusts
Journal of Economic & Financial Sciences – Vol. 8 no. 3 October 2015
When Asking the Tough Questions: A Gender-based Study on Financial Advisor’s Level of Comfort When Gathering Sensitive Client Information. African Journal of Gender, Society and Development. 10(2): 181-200 ALSEMGEEST, L & STEYN, H. 2021. (IBSS-accredited journal).
Gender Perspectives of Financial Advisors and Selected Determinants of Trust in the South African Financial Planning Environment. Gender & Behaviour. 19(3): 18288 - 18297 ALSEMGEEST, L & STEYN, H. 2021. (IBSS-accredited journal).
Book Contributions:
Perspectives in Financial Therapy: Springer Cham https://doi.org/10.1007/978-3-031-33362-0. Hardcover ISBN978-3-031-33361-3Published: 19 July 2023
- Planning for and Surviving Divorce: Can the Incorporation of Financial Therapy Be a Game-Changer?
- Rebuilding a Stable Emotional and Financial Foundation After the Divorce
Estate Planning
Financial Planning
Trust Law
Tax
Financial Therapy
Financial Planning Law
Program Director: Postgraduate Diploma in Financial Planning Law