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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

Victory lies beyond the moment
2017-12-25


 Description: 2017 Victory lies beyond the moment Tags: 2017 Victory lies beyond the moment 

Mokoena learns a new skill at the Learning Festival arranged
by the Centre for Community Engagement.
Photo: Igno van Niekerk

For Mokoena it was just a regular day. Another day. Another rush. As a taxi driver you get used to the adrenaline, taking gaps, foot on the accelerator. Alert. Honking hooters. Angry drivers.

Then it came out of nowhere. A stroke. The one side of his body was going numb. What was happening? What about his job? His income? His life?

Fast-forward a few years.

I meet Mokoena at the Learning Festival arranged by the Centre for Community Engagement, in association with Bloemshelter on the University of the Free State’s Bloemfontein Campus. A reserved young man, Mokoena is busy at one of the stands where a range of people from rural communities come to learn new skills. At no cost. They then go back to teach the skills they learnt in their communities. Job creation, that’s the philosophy: as you develop, you need to develop others. 

When I talk to Karen Venter, Head of Service Learning at the Centre for Community Engagement, the stories are overwhelming. “There was the lady who attended 19 workshops in two days. She went back to her community, shared her knowledge and became an entrepreneur helping others take care of themselves.”

New skills
Mokoena is also here to acquire new skills. After his stroke he was told by occupational therapy students about a project that teaches you to build your own house with raw materials. He takes out his cellphone with a sense of pride. Scrolls through some pictures: “This is my house. I built it from all kinds of things, cow manure, bottles, clay, other people’s rubbish.” The pictures show a house in a neat environment. Solid. Proud. A lot of healing came with building the house. Karen explains: “The physical work he was doing, pushing a wheelbarrow and working, but more than that – the knowledge that he could take charge, make a difference, work on a dream – the healing power of a sense of purpose. He became stronger and more confident.”

Victory 
Mokoena walks back to the sewing workshop he was attending before sharing his story. The buzz continues inside the Equitas Building where artisans, entrepreneurs and UFS staff are sharing their skills. Sewing machines hum away and infrequent beeps sound from a table where an excited group of non-scientists have just completed the building of circuits. Faces light up with every beep. Hands raised. Fists clenched. Victory!

But the victory lies beyond the moment. It’s in the confidence, the learning, and the sharing that will be taking place when these people go back to their communities. Some will participate in research projects; others will benefit from curricular requirements leading students into distant communities, and others will be hosting workshops at the next Learning Festival. 

And there will be more great stories. Like Mokoena’s.

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