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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

Land a fertile field for historians
2017-12-25


 Description: Dr Admire Mseba Tags: Dr Admire Mseba 

Dr Admire Mseba, historian and researcher in the International Studies Group (ISG).
Photo: Charl Devenish

The use of land and the economics of Southern Africa at present is a contentious subject at almost every level of society. A historian and researcher who revels in happenings in these two areas, is Dr Admire Mseba, a postdoctoral research fellow in the International Studies Group (ISG) at the UFS.

Dr Mseba grew up in the Mberengwa region in southern Zimbabwe, known for cattle farming and mineral mining. While at the University of Zimbabwe, he became interested in economic history and archaeology, and completed his PhD at the University of Iowa in the USA. During his time there, Dr Mseba also became passionate about environmental history.

A historian's ability to think and engage critically on diverse subjects drew Dr Mseba to his field. Currently, he is busy with three research projects. Firstly, he is working on a book on social relations, about access to land in Zimbabwe. He is also examining regional and national efforts to control migratory pests during the 20th century, in particular, the red locust. In collaboration with a colleague at the ISG, Dr Mseba is also researching monetary systems in central Africa, covering the present-day countries of Zimbabwe, Malawi, and Zambia.

Dr Mseba believes future research opportunities in the domains of economic and environmental history abound. For one, the land question has been very topical in Zimbabwe for more than a decade—as it is now in South Africa—and needs more scrutiny. Regarding agrarian pestilences, he indicates the recent phenomenon of armyworm invasion. “There are so many opportunities for historians to investigate. There are so many ways to think about these things and trying to put it in perspective.”

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