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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

Support our FNB Shimlas as they play against the NWU Pukke
2011-02-16

 
Jamba Olengu in action.
Photo: Van Zyl Naudè

On Monday, 7 March 2011 Steinhoff International will be presenting the last Varsity Cup match for the season on Xerox Shimla Park, as the FNB Shimlas take on the NWU Pukke. Do not miss this mini intervarsity! The Shimlas need your support.

The match, which starts at 19:00, will be preceded by matches between the FNB UFS U.19 vs. the NWU u.19 (15:00), and the FNB UFS u.21 vs. the NWU u.21 (16:30). So, take your seat early and also watch as, for the first time during a Varsity Cup match in Bloemfontein, parachuters will land on Xerox Shimla Park. Look out for this sight between 18:30 and 19:00.
 
Let us arrive in our numbers and make it a record breaking crowd to support our FNB Shimlas. Big prizes are once again at stake. Carling Black Label is giving away two Apple iPods. Tickets will be sold at the gate and will put you in the draw for one of these incredible prizes.
 
Campus residences and associations who rocks up in the biggest numbers, is the most visible and who is making the loudest noise stand a chance to win a six month DSTV subscription.
 
Tickets will be sold for R10, fifty percent less than the normal price.

The normal price is R20 per ticket, but a limited number of tickets will be sold at R10 per ticket for students who do not have a royal blue supporter shirt on. These tickets are available from the south ticket office at Xerox Shimla Park. They will be sold on a “first come first served” basis. Once the tickets have been sold out, the normal price of R20 would apply once again. So be at the field early and save R10 on your ticket.

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