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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

IRSJ Research fellow embarks on historic ‘voyage’
2017-12-11

Description: Grider read more Tags: Prof John Grider, Foreign Voyage, Pacific Labour Identity, IRSJ, Institute for Reconciliation and Social Justice, Institute for Reconciliation and Social Justice (IRSJ),   

Prof John T Grider, making the maritime past alive again in the minds
of a new generation.
Photo: Eugene Seegers


 

Prof John Grider, Associate Professor of History at the University of Wisconsin-La Crosse in the USA and a Research Fellow in the Institute for Reconciliation and Social Justice (IRSJ) at the University of the Free State (UFS), has launched a book based on more than a decade of research into the Pacific maritime labour identity. His monograph, entitled A Foreign Voyage—Pacific Labour Identity, 1840-1890, delves into the history of the maritime industry, not only as a vehicle for expanding the processes of capitalism, colonialism, industrialisation, and globalisation, but is also exploring the impact of this industry on the shifts in gender, race, class, and technology.

As a student in Colorado, a homesick Grider tried to connect with his coastal roots via research. “Before I started to explore the maritime history, I thought of the ocean as a type of boundary that you sometimes need to cross. The truth is that globalisation happens on ships.” Prof Grider’s passion for Pacific maritime labour identity generates colourful discussions on the topic. Masculine sailors confronted by technological de-skilling that corroded away their identity, come to life as he talks and writes. “I try to show students that history is more than a story about the powerful few, and that everyday people, who may seem powerless, play a major role in shaping the past and the future.”

This monograph is based on first-hand, previously unpublished accounts of daily life at sea, often from ships’ logs and the diaries kept by the men who sailed them. The culmination of much painstaking research and supporting evidence, this book investigates the complex interplay between gender, class, and race sourced from the narratives of men who found themselves working in the transforming Pacific maritime industry during the mid-nineteenth century. A powerful lesson to be learnt from this fascinating segment of maritime labour history, is adaptability, “especially in today’s rapidly changing labour world”, Prof Grider says. 

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