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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

Science school of excellence for Grade 11 learners launched
2009-04-21

 
At the launch of the Science School of Excellence were, from the left: Prof. Neil Heideman, Vice-Dean: Faculty of Natural and Agricultural Sciences at the UFS, Mr John Davids, General Manager, Volksblad, Ms Lorraine Botha, Chief Professional Officer, Centre for Education Development at the UFS, and Rev Kiepie Jaftha, Chief Director: Community Service at the UFS.
Photo: Dalene Harris

Science school of excellence for Grade 11 learners launched

The Faculty of Natural and Agricultural Sciences at the University of the Free State (UFS) has launched a project to give top Grade 11 learners an idea of what the faculty has to offer by giving them a ‘university-type’ experience.

The Science School of Excellence Project was launched last week during a function where the university’s schools support programmes were introduced to the management and members of staff.

The project is aimed at Grade 11 learners in the Free State who obtained an overall average of 80% in the 2008 Grade 10 final examinations. This includes a minimum score of 80% (Level 7) in Mathematics and a minimum score of 80% (Level 7) in Physical or Life Science during the same examination. It will be presented on the Main Campus in Bloemfontein from 6-9 July 2009. The closing date for applications is 8 May 2009.

“By presenting this project we want to stimulate learners’ interest in the natural and agricultural sciences, give them an idea of what we have to offer, raise their interest to come and study at the UFS and let them know that we cherish them as role models in their schools and as academic leaders of the future,” said Prof. Neil Heideman, Vice-Dean of the Faculty of Natural and Agricultural Sciences at the UFS.

According to Prof. Heideman the Science School of Excellence will take on the form of small lab and field projects which the learners will carry out under the supervision of staff and postgraduate students. An application fee of R50 per learner must be paid by the school and a maximum of 80 learners can be accommodated. The 80 learners will be selected on a first come, first served basis and a registration fee of R200 per learner has to be paid after they have received notice that they have been accepted. Letters in this regard have been sent to principals of secondary schools in the Free State. “We will also include 10 learners from disadvantaged rural schools, who will be fully sponsored,” said Prof. Heideman.

“Fourteen of our departments will be presenting programmes, during which learners will engage in challenging exercises that will be ‘out of school’ experiences involving laboratory experiments and research activities typical of our faculty,” said Prof. Heideman.

Five other schools support programmes of the UFS were also presented during last week’s launch function. They were the Itjhoriseng Project, which is a skills development course in Mathematics and Physical Sciences for teachers in the Further Education phase; the Science for the Future Project that aims to encourage more learners to enter into science-related studies and careers; the Qwaqwa School Support Programme that aims to improve the year-end results of Grade 12 learners and a project by the South African Foundation for Economic and Financial Education (SAFEFE) and the National Council of Economic Education (NCEE),which aims to improve the economic and financial literacy of teachers.

“The university’s role in the development of teachers and learners in various subject fields has increased tremendously over the past couple of years. Learners are our students of the future. As a university we must do as much as we can to equip them and their teachers with the necessary skills to better themselves,” said Rev. Kiepie Jaftha, Chief Director: Community Service at the UFS at the launch of the Science Schools for Excellence Project.

Media Release
Issued by: Lacea Loader
Assistant Director: Media Liaison
Tel: 051 401 2584
Cell: 083 645 2454
E-mail: loaderl.stg@ufs.ac.za  
20 April 2009

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