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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

Sarah, our own champion
2008-11-05

 
Sarah Shannon at the Paralympic Games in Beijing

 

Sarah Shannon, a second-year student in the Postgraduate Certificate in Education, has been involved in disability sport on national level for the past 12 years. Sarah has cerebral palsy.

In 1996 she participated at the South African National Championships for the physically disabled for the first time, entering for several sporting codes and winning five gold medals. In swimming she participates in the S3 class together with other swimmers that have comparable abilities to hers.

In 1997 she decided to focus on swimming competitively. She participated in her first national championships for swimming that year. After that (1998) she represented South Africa on international level at the International Paralympic Committee’s (IPC) Swimming World Championships in New Zealand where she ended 4th in the 50m backstroke and 7th in both the 50m and 100m freestyle in her class.

In 1999 she represented South Africa in Johannesburg at the 7th All Africa Games and won a silver medal for the 50m freestyle and a bronze medal for the 100m freestyle.

In 2000 she was part of the South African team at the Sydney Paralympic Games where she reached the finals and finished 7th in the 50m backstroke and 8th in the 50m freestyle. Northern-KwaZulu-Natal also awarded her the Junior Sportswoman of the Year award in 2001. In 2002 she participated at the South African Senior National swimming championships for KwaZulu-Natal in the multi-disability category.

In 2005 she completed the Midmar Mile. She also represented South Africa at the world championships for athletes with cerebral palsy in Boston in the United States of America. She won two gold medals for respectively the 50m freestyle and the 50m backstroke and two silver medals in the 100m and 200m freestyle. She was also nominated to represent South Africa as athlete’s representative on the world committee of CPISRA (Cerebral Palsy International Sports and Recreation Association). In this year Sarah also received the KwaZulu-Natal Premier’s Sportswoman with a disability award of the year.

In 2006 she qualified for the IPC world championships but could not attend.

In 2007 she represented South Africa once more at the Visa Paralympic World Cup in Manchester in the United Kingdom where she broke the South African record in the 50m backstroke, finishing 7th in the 50m freestyle and 6th in the 50m backstroke.

She was also part of the very successful Team South Africa to the Paralympic Games in Beijing. She reached the finals in both the 50m backstroke and 50m freestyle. She finished 7th in the 50m freestyle and 6th in the 50m backstroke in personal best times for both events. She has been participating in the able bodied South African National Swimming Championships since 2002. She is currently ranked 2nd in the world for short course items and 11th for the long course items. She is truly our best swimmer in the S3 class.
 

 

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