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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

Council approves two senior appointments

2012-03-13

Dr Choice Makhetha and Prof. Hendri Kroukamp
13 March 2012

We are delighted to announce the appointment of Dr Choice Makhetha as Vice-Rector: External Relations, and Prof. Hendri Kroukamp as Dean of the Faculty of Economic and Management Sciences.

Both appointments were approved on Friday 9 March 2012 by the UFS Council during its quarterly meeting at the Bloemfontein Campus.

“Dr Makhetha is an experienced administrator in higher education and has spent time shadowing the Presidents of Harvard and Spelman Universities in the USA, where she gained invaluable experience in positioning universities for world-class impact,” said Prof. Jonathan Jansen, Vice-Chancellor and Rector of the UFS.

Her portfolio will entail external linkages, partnerships and strategic alliances of the university with national and international stakeholders.

Previously, Dr Makhetha was the Special Assistant to the Vice-Chancellor. Before that she was acting Dean: Student Affairs, also at the UFS. She has served as acting Vice-Rector: External Relations since February 2011.

Dr Makhetha obtained a Master’s degree in Political Science from the UFS in 2000 and a Ph.D., also in Political Science, in 2003. She was named the UFS’s Dux student for 1998/99. Dr Makhetha has received many awards for her work and she serves on various boards and committees in South Africa and abroad.

In 2010 and 2011 she was a fellow at Harvard University and Spelman College as part of Higher Education South Africa (HESA)’s Higher Education Leadership and Management programme.

“Prof. Kroukamp is a distinguished academic in the field of Public Administration and a highly experienced manager and leader of academic departments. He has been serving as acting Dean of his faculty since September 2010,” said Prof. Jansen.

Prof. Kroukamp holds a B.A. (Hons.) degree in Public Administration from Stellenbosch University and an M.A. degree from the University of Port Elizabeth (UPE). In 1993 he obtained a qualification in Project Management from the World Bank. He completed a D.Phil. in Public Administration at UPE in 1996, where he was a lecturer. Prof. Kroukamp joined the UFS in 1999 as a professor and Chairperson of the Department of Public Management.

He is the referee of various national and international publications, serves on various publication boards and is a member of various national and international boards and committees.

Prof. Kroukamp, who is a National Research Foundation (NRF)-rated researcher, has received many NRF awards. Amongst these are NRF Overseas International Conference Awards in Turkey, Korea, Poland and France. He has also received a UFS Top Research Award in the Faculty of Economic and Management Sciences.

Both appointments apply retrospectively on 1 March 2012.

Media Release
13 March 2012
Issued by: Lacea Loader
Director: Strategic Communication
Tel: +27(0)51 401 2584
Cell: +27(0)83 645 2454
E-mail: news@ufs.ac.za

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