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Financial Planning candidates rank top five in Professional Competency Examination

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

Research chair into Higher Education gets boost for five more years

2017-11-21

Prof Melanie Walker, Director of the Centre for Research on
Higher Education and Development (CRHED).
Photo: Supplied

The research Chair in Higher Education and Human Development within the Centre for Research on Higher Education and Development (CRHED) at the University of the Free State has secured funding for another five years. It follows a favourable evaluation by the South African Research Chairs Initiative (SARChI) of the research project at the UFS.

The Director of the Centre, Prof Melanie Walker, says she is delighted by the recognition of the Chair's hard work and significant productivity. “This new round of funding secures the centre and its activities for the next five years.”

Under the auspices of the Chair, research is conducted on higher education, inequalities and social justice, and how or if universities foster the human capabilities and aspirations of students. In essence, the research studies whether higher education makes a difference to the lives of students, their families and communities. Prof Walker says the Chair's projects look at issues of access, participation and transitions into work, as well as gender, race and social class. The research uses quantitative and qualitative methods and includes a strand of participatory research projects with students.

Prof Walker says through the Chair research project, and the Centre, researchers have developed extensive international links and produced international quality research and publications. “We foster high-quality PhD graduates as a new generation of social science academics.” The Chair has in the first five years produced 10 PhDs and four master’s students.

The project in the next five years will continue with its focus on higher education and human development research. Prof Walker says all the research efforts seek to contribute to more justice in society and universities and to contribute to debates, policy and practices in higher education and a scholarly knowledge base.

The Research Chairs Initiative aims to improve the research capacity at public universities to produce high-quality postgraduate students, research and innovative outputs. The assessors looked at features such as the number of students the research entity had trained and how many publications the research team had produced.

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