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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.” 

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UFS DiMTEC will help compile national emergency management system
2017-10-11

Description: UFS DiMTEC will help compile national emergency management system Tags: UFS DiMTEC will help compile national emergency management system

Preparedness and response are the two most important aspects of managing disaster when it strikes. Prof Andries Jordaan, Head of the Disaster Management Training and Education Centre for Africa (DiMTEC) at the University of the Free State (UFS) recently attended an incident command course in California in the US.

Learning from US disaster management systems
More than 20 specialists from 17 countries attended the course where participants were introduced to the National Incident Management System (NIMS) in the US. The system was implemented after lessons learned during 9/11. “According to the NIMS structure, all government organisations at all levels as well as emergency agencies had to standardise terminology and systems,” said Prof Jordaan.

The professor also had the opportunity to visit among others the Federal Emergency Management (FEMA) headquarters in California, some State Coordination Centres as well as several other disaster management centres. He also had the chance to shadow an Incident Management Team (IMT) during active operations.

Providing training for local disaster management
Insight gained during this course, as well as Prof Jordaan’s experience as senior officer in the South African National Defence Reserve Forces, provided him the necessary background to conduct training and give assistance in terms of disaster management.

Through DiMTEC Prof Jordaan will assist the National Disaster Management Centre with the implementation of a national emergency management system. He will also provide training for incident management teams.

“DiMTEC is currently also in the process of developing a Master module in disaster response. Command and control and Incident Command will form a sub-module in the disaster response module,” he said.

From South Africa, Prof Jordaan was joined on the course by General Elias Mpumelelo Mahlabane from the South African Police Services, who is responsible for disaster management in the SAPS. Savage Breytenbach, a trainer in rural fire fighting who assists Mangaung with command and control structures, also attended the course.

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