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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

Government to benefit from training of interpreters
2009-03-31

 
Pictured, from the left, are: Prof Theo du Plessis (Director: Unit for Language Management, UFS), Ms Mokone Nthongoa (HOD: Sport, FS Department of Sport, Arts and Culture), Mr Khotso Sesele (MEC: FS Department of Sport, Arts and Culture) and Prof Engela Pretorius (Vice Dean: Faculty of the Humanities, UFS).
Photo: Mangaliso Radebe
Government to benefit from training of interpreters

The fourth phase of a project to train eight conference interpreters and 30 community interpreters to assist government departments at service delivery points in the Free State was launched this week.

The project is part of the Multilingualism Information Development Programme which brings together the Free State provincial government, the Province of Antwerp and the University of Antwerp in Belgium and the University of the Free State (UFS).

Speaking at the launch of the fourth phase of the project, the MEC for Sport, Arts and Culture in the Free State, Mr Khotso Sesele, said: “The fact that we have been through the first three stages of this project, and are now launching its fourth phase, is indicative of the magnificent progress that has been made. This is a sign that through partnerships we can achieve more.”

The MIDP IV consists of two pillars, namely a practical and a research component. Its aim is to generate interpreting capacity within the provincial Department of Sport, Arts and Culture. The focus is on training an interpreting team over three years which can be employed within a governmental context at various service points.

“As we approach the 2009 FIFA Confederation Cup and the 2010 FIFA World Cup tournaments, it will be important for our communities to be able to interact with millions of foreign nationals who will be in our country from different world destinations during and beyond these two important soccer events,” said the MEC.

“The focus on interpreter training by this fourth phase of MIDP is thus an important factor in ensuring better communication during and beyond these important soccer spectacles that will take place in our country.”
The focus of the first three phases of the MIDP was on the main official languages of the province. This fourth phase, which started in 2008, will run until 2010 and its focus is on the Xhariep District Municipality.

“The provision of interpreting services and its further extension to district municipalities will provide the necessary interpreting skills to our communities that will enhance better interaction amongst ourselves,” said Mr Sesele.

He said the fact that indigenous languages have been “elevated from their marginalised status to being languages of business and commerce” is an important milestone that must be cherished.

This fourth phase of MIDP will also incorporate sign language as part of its focus on interpreting services.

“In our quest to ensure a multilingual dispensation in our province, we need not neglect to remember people with disabilities,” he said. “This is a matter of principle that does not require debate.”

“We should thus ensure the realisation of the goal of MIDP IV which is to ensure smooth communication interaction within the wider public, including the deaf community.”

“This is a wonderful project,” said Ms Mathabo Monaheng, one of the students in the MIDP. “As a sign language interpreter trainee this project will empower me with the necessary skills to be able to make a meaningful contribution to the deaf community in terms of communication.”

The MIDP is funded by the Province of Antwerp and successfully implemented by the Unit for Language Management at the UFS.

Media Release
Issued by: Mangaliso Radebe
Assistant Director: Media Liaison
Tel: 051 401 2828
Cell: 078 460 3320
E-mail: radebemt.stg@ufs.ac.za  
31 March 2009

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