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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

CED holds Family Math and Science summit
2009-10-06

 

At the summit were, from the left: Ms Lorraine Botha(CED); Susan Koen (Coordinator: Frances Baard, Northern Cape); Prof Daniella Coetzee-Manning (Director: CED); Elizna Prinsloo (Project Coordinator: CED); Magriet Fourie (Coordinator: Qwa-Qwa); Anne-Marie Lochner (Coordinator: Namakwa).
Photo: Mangaliso Radebe
 

The Centre for Education Development (CED) at the University of the Free State launched its Family Math & Family Science roll-out initiative in the Free State and Northern Cape Province at the beginning of 2009. As part of the quality assurance process, a Family Math & Family Science Summit was recently held at the CED to reflect upon the roll-out strategy during 2009. Delegates as far as Qwaqwa in the Free State and De Aar and Springbok in the Northern Cape province, sponsors and other role-players attended the summit to share information regarding the impact and best practices of the roll-out strategy.

The mission of the project is to demystify Math and Science for learners in the early school years by raising their levels of understanding and changing their attitudes towards Sciences and Mathematics. This is done by exposing learners to Family Math & Family Science activities on a regular basis in the classroom and integrating the activities into the curriculum.

A total number of 5112 learners from predominately rural communities in the Free State and Northern Cape provinces were actively involved in doing Math and Science activities during the first 3 terms of 2009. To achieve this, the CED trained 9 Subject Advisors to act as coordinators in their respective regions with the responsibility of training and supporting local teachers in the implementation of the progamme. One of the key elements of the success of the project is the fact that the CED also manufactures and issues the 134 participating teachers with sufficient training material like manipulatives and other activity material to be utilized in the classroom. Without the support of the sponsors, ABSA and SANRAL, the latter would not have been possible.

It is envisaged to include as many schools as possible in the Free State and Northern Cape province in the programme, depending on sponsorships received.

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