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Financial Planning candidates rank top five in Professional Competency Examination

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

Patricia de Lille: “Know the difference between right and wrong.”

2010-03-04

From the left are: Jeanie Britz, MBA student; Garth Botha, MBA student; Ms De Lille; Prof. Tienie Crous, Dean: Faculty of Economic and Management Sciences at the UFS; and Prof. Helena van Zyl, Director: School of Management at the UFS.
Photo: Stephen Collett

Ms Patricia de Lille, the Leader of the Independent Democrats, recently paid a visit to the School of Management at the University of the Free State (UFS). She spoke to students in the MBA programme about the leadership challenges South African business leaders are facing.

Ms De Lille voiced her opinion on many current issues, such as corruption. “Business is standing back with its arms folded and leaving everything to government. In fact, business is doing something very similar to what it was doing during apartheid,” she said.

She added that a business leader and his or her business could be found behind every corrupt transaction. “It is a relationship involving more than one party. If someone accepts a bribe, someone else is paying a bribe,” she said.

Ms De Lille lashed out at business leaders who received extravagant salaries and bonuses even after they had been asked to leave the company. “South Africa needs a new generation of business leaders that truly know the difference between right and wrong,” she pointed out. “And it’s wrong to demand the rest of your contract’s money and bonus after you have been fired because you obviously didn’t do your work.”

Ms De Lille also focused on the role that South African business played. Business should engage with the government to identify problems and find solutions to speed up transformation. “We need young entrepreneurs that are patriotic and think out of the box,” she said.

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