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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

More grey areas than just black and white in history?
2017-12-15


Description: Abraham Mlombo readmore Tags: Historic, historian, International Studies Group, ISG  

Dr Abraham Mlombo: As a historian, he draws energy
from the people surrounding him.
Photo: Charl Devenish


 

Very few people understand that their actions and views within a territory stem from their roots or history. To enlighten the reading man on the composition of his base and the intricacies of the powers that are at play, is the work of historians.

Dr Abraham Mlombo is one of these historians, stationed within the International Studies Group at the University of the Free State (UFS).

This research group consists of postgraduate researchers, postdoctoral fellows, and academic staff that focus on African history, although they depart from more traditional study methods  a more global perspective. To date, Dr Mlombo's research examined the historical relations between South Africa and Southern Rhodesia. It was a broad study of the political, economic, social, and cultural relations from 1923 to 1953. He plans to continue by truly exploring the connections between South Africa and the region, and how they shaped one another. Dr Mlombo's interests in cross-border history and politics were inspired by his master’s degree in Political Science at Stellenbosch University. He researched his PhD at the UFS.

He draws energy for his work from the people surrounding him, and likes to be part of new experiences with people from different backgrounds. He feels such environments shape the way one works, as well as one’s world view. Dr Mlombo hints that sometimes, and specifically in South Africa, people focus very narrowly on their history and forget that many international links are at play. He sees his work as a historian to help open people's horizons.

Dr Mlombo suggests that future research should include a more critical analysis of how things unfolded during the second half of the 20th century. Writings should include more social- and people-oriented history, because he thinks there are more grey areas than just black and white. Many more interrogations must also follow into the assumptions of historical events and the individuals who played the greatest roles in Southern Africa.

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