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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

The management teams of the University of the Free State and the Vista University Bloemfontein campus set the wheels rolling for the incorporation of
2003-05-22

The management teams of the University of the Free State and the Vista University Bloemfontein campus set the wheels rolling for the incorporation of the Vista Bloemfontein campus into the UFS.

The incorporation process will be dealt with in two phases. The first phase would be preparing for a possible incorporation on 1 January 2004, including possible streamlining and review of programmes. The second phase would be part of developing the long term vision or optimal reconfiguration of the Vista facility (within the UFS as a multi-campus institution) in the interests of higher education in the Free State and the communities surrounding the two campuses in Bloemfontein.

At a meeting at the UFS both parties reached consensus about the process and set about establishing task teams to deal with critical issues, such as governance and management, financial management, human resources, information systems, library services, student support and administration, academic planning and academic programmes.

Prof Talvin Schultz, Head of the Vista Bloemfontein campus, committed this campus to making the process of incorporation into the UFS an exemplary process. UFS Rector Prof Frederick Fourie said the Free State should continue its tradition as a province where things happen and where higher education transformation has proceeded faster than elsewhere in the country.

Both emphasised the need for an inclusive process of consultation with staff, students and the community on key aspects of the incorporation.

They indicated that all planning should take into account a possible date of incorporation of 1 January 2004, pending finalisation by the respective Councils. The Councils of both institutions need to give feedback to the Minister of Education on the date of incorporation by the end of June, and the task teams must deliver an initial report on progress before then.


Prof Talvin Schultz (Vista Bloemfontein campus) and Prof Frederick Fourie (UFS)

 

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