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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

Her mission: Looking for viruses
2017-10-03

Description: Burt readmore Tags: Prof Felicity Burt, Felicity Burt, inaugural lecture, medical virology, UFS Faculty of Health Sciences, arboviruses 

Prof Felicity Burt delivering her inaugural lecture,
Catching a Virus
Photo: Stephen Collett

“Preparing and presenting an inaugural lecture is an opportunity to look back at one’s career and to enjoy previous highlights and achievements; to share these, not only with colleagues, but also with family and friends.”

This is according to Prof Felicity Burt, who recently presented her inaugural lecture, Catching a Virus. Prof Burt is a professor in medical virology in the Faculty of Health Sciences at the University of the Free State (UFS). It may sound ominous, but it is a story about identifying viruses, and finding and stopping them in their tracks in nature.

Research focus on arbo- and zoonotic viruses 
“My research focuses on arboviruses and zoonotic viruses,” said Prof Burt. “Arboviruses are viruses that are transmitted by insect vectors, such as mosquitoes, ticks, midges or sandflies, whereas zoonotic viruses are naturally transmitted from animals to humans. However, there is a considerable overlap between these two groups.” The research looks at host responses, virus discovery and surveillance in order to identify which of the viruses in circulation have the potential to cause human diseases.

“Emerging and re-emerging viruses have significant implications for public health,” said Prof Burt at the start of her lecture. She also stated that there have been disease outbreaks of unprecedented magnitude, which have spread and established in distinct geographic regions. “Many of these emerging viruses are transmitted by vectors or are spread to humans from animals. These viruses can cause significant diseases in humans,” said Prof Burt. 

There are many reasons why these viruses re-emerge, such as global warming, human invasion in forested areas, changes in agricultural practices, international travel, as well as the illegal movement of animals. Prof Burt used the Zika virus as an example of a recent emerging virus. 

More than 20 years’ experience 

With more than 20 years’ experience and a PhD in medical virology from the University of the Witwatersrand, Prof Burt is a renowned specialist. She has worked in the Special Pathogens Unit at the National Institute for Communicable Diseases, and was a member of various teams responding to outbreaks of Ebola and Rift Valley fever in Africa and Saudi Arabia, respectively. She is co-author of more than 51 articles in international scientific journals, as well as six chapters on arboviruses. In 2016, she was awarded a SARChl research chair by the South African Research Chair Initiative for her research on vector-borne and zoonotic diseases.

Click here to read the full lecture.

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