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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

UFS a much safer place
2011-09-20

 
First-year students Chuma Nyiko (left) and Mabasa Teleni next to one of the red poles installed on our Bloemfontein Campus.
Photo: Amanda Tongha

Students and staff at our Bloemfontein Campus can feel even safer, with several initiatives being put in place to ensure their safety.

The stop-and-search actions of the recent past, which are being carried out at all the main gates of our Bloemfontein Campus, seem to be successful, since car theft has decreased on the campus. Mr Willie Frankim, Head of Protection Services, says the stop-and-search actions are carried out sporadically, but have a definite effect on crime at the campus. Mr Frankim says only one vehicle has been stolen in the past two months as opposed to the many more that have been stolen in the past.

The message that safety is viewed in a serious light reaches as far as our university’s parking areas and walkways, which are being patrolled by security staff. Mr Frankim says a security officer is placed in all the large parking areas, while other personnel are distributed across the entire campus, especially at key areas, such as at the library and student centre.

Our university also recently installed more than 30 red poles across the entire campus. Each of these red poles is fitted with a panic button by means of which help can be summoned. Should a student or staff member feel unsafe, all they have to do is press the button and cameras, which are installed in the vicinity, will focus on the pole and Protection Services will send assistance. Twenty five of these poles are already working and ten more still have to be activated.

Students and staff can also phone Protection Services on 051 401 2911 if they feel uncomfortable about their safety. They can use this number, for example, to ask a security officer to accompany them to their car.
 

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