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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

UFS to accredit providers of Off-Campus Accommodation to students in Bloemfontein
2017-06-30

The University of the Free State (UFS) has embarked on a process to accredit off-campus accommodation service providers in Bloemfontein who provide accommodation to its students.

“The decision to accredit off-campus accommodation service providers comes from a concern from the university management about the safety of students and the conditions under which some of our students live in off-campus accommodation. Student accommodation is a significant aspect of the success of the UFS and consequently good quality accommodation is important for each individual student to be successful in his/her studies,” says Mr Quintin Koetaan, Senior Director: Housing and Residence Affairs at the UFS.

The accreditation process entails a list of primary requirements, drafted with the cognisance of the Mangaung Metropolitan Municipality, in terms of off-campus accommodation to which private providers must adhere in order to be accredited by the university. The requirements are in line with the Policy on the Minimum Norms and Standards for Student Housing at Public Universities (Government Gazette 39238, dated 29 September 2015).

According to Koetaan, the norms and standards as set out in the policy establish the foundation and assessment criteria for such accreditation of service providers by the UFS. “It has become necessary for the UFS to have a policy on off-campus accommodation, in order to protect the rights and interests of our students and that of the university,” says Koetaan.

Some of the primary requirements for accreditation by the UFS include the number of students that may be accommodated in each room, the quality of kitchens and kitchenettes, the number of ablution facilities, the existence of common rooms and house rules, general maintenance and cleaning, compliance with  relevant national, regional, and municipal legislative requirements regulating health and safety, provision for adequate access to the facility/establishment in case of medical and/or psychological emergency assistance being required by students, and the provision for access to emergency electricity and water facilities. Off-campus private accommodation service providers must also be in possession of approved Municipal building plans of their student accommodation facilities, as well as evidence confirming their compliance with these plans.

“Landlords and agents are also advised to become more involved in their student homes and to ensure that their properties are in good condition and secure enough for students to live in,” says Koetaan.

Off-campus private accommodation service providers have until 31 July 2017 to apply for accreditation. More information and application documentation for accreditation can be obtained by sending an email to housing@ufs.ac.za

Released by:
Lacea Loader (Director: Communication and Brand Management)
Telephone: +27 51 401 2584 | +27 83 645 2454
Email: news@ufs.ac.za | loaderl@ufs.ac.za
Fax: +27 51 444 6393

 

 

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