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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

Intervarsity postponed to 2013

2012-03-08

The annual Intervarsity between the Universities of the Free State and North-West (NWU), which traditionally takes place in the third term, has been postponed to 2013.

The Intervarsity between the UFS and NWU is an illustrious event that has already reached the special milestone of celebrating a 70-year Intervarsity tradition. The UFS/NWU Intervarsity is also known as one of the most reckoned events on the local and national sports and student calendars, and it is widely supported.

Representatives from both universities could for a variety of reasons not decide on a date which suited both universities.

The respective Intervarsity committees and senior managers of both universities have also taken the interests of the respective university communities and alumni of the institutions into account and have decided to postpone the 70^th-year celebration of Intervarsity by a year in order to be able to celebrate the milestone properly.

The UFS would have received the NWU in Bloemfontein this year and will therefore host the 70-year celebrations of the event next year as well.

Mr Rudi Buys, Dean: Student Affairs at the UFS has expressed his gratitude for the fact that both universities are committed to a special celebration of the Intervarsity tradition in 2013.

“The celebration of the 70^th Intervarsity between the two institutions will be an important milestone to commemorate decades of friendship, collaboration and healthy competition. Therefore we welcome this opportunity to plan a bigger and better programme for 2013,” he said.

The UFS-NWU 70-YEAR Intervarsity firstly aims to establish the programme as a proud example for both universities, where students and staff can pit their strengths against one another in a healthy manner.

The aim is to extend Intervarsity to various sections of the respective university communities to enable more students to participate. For instance, more sports codes will be added to the traditional competition on the rugby, soccer, netball and hockey fields, whilst various events focusing on arts and culture, i.e. choral singing and debating competitions, as well as dialogue between student leaders, will take place as part of the programme. All campuses of the two universities will participate in the programmes.

Students are even investigating the possibility of electronic competitions such as on-line games as part of the Intervarsity

During the Intervarsity last year, several new possibilities were already tested to ensure that the 70^th anniversary would be a huge success.

The Central Intervarsity Committee of the UFS has decided to replace the Intervarsity 2012 programme with an INTRA-varsity programme between its respective campuses. For this occasion, various sports, arts and culture, and leadership events between the Bloemfontein and Qwaqwa Campuses are planned, and the Central University of Technology might be invited as well to participate as guests in some programmes.

Media Release
8 March 2012
Issued by: Lacea Loader
Director: Strategic Communication
Tel: 051 401 2584
Cell: 083 645 2454
E-mail: news@ufs.ac.za

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