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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

New building for Centre for Financial Planning Law

2012-04-23

A graphic illustration of the new building for the Centre for Financial Planning Law.
19 April 2012

During a recent tree planting ceremony, the Centre for Financial Planning Law in the Faculty of Law officially handed over the site for a new building for the centre. The building should be complete by the end of 2012.

The Centre for Financial Planning Law’s present premises has become too small for the needs of the centre, thus a decision was taken to build a new building.

The centre, which was opened in 2001 with three staff members, grew during the past 11 years to a centre with 13 permanent staff members. Some 1 300 students – 120 undergraduate and 1 200 postgraduate students in the Postgraduate Diploma in Financial Planning Law and the Advanced Postgraduate Diploma in Financial Planning Law respectively – are enrolled at the centre. Undergraduate students attend weekly contact sessions while the postgraduate students all study electronically through distance education.

According to Mr Rudolf Bitzer of Bitzer Design Studio, one of the two architecture firms involved in the development of the building, the new building was planned in order to to make provision for future extensions. “The opportunity for the centre to function independently was important from the beginning and facilities had to be positioned in such a way that the lecture hall and committee room could be hired out commercially when lectures were not being presented.

“The building consists of a large reception venue, which gives access to a lecture hall (which can be subdivided), a committee room, public amenities and a reception counter. The centre will present about ten lectures annually in its own building and the lecture hall can accommodate 80 students. Exams will also be written in the venue,” said Mr Bitzer.

The usable inside area of the building totals 827 square metres.

The staff function in their own section of the building, with the offices arranged around a courtyard. Security access makes it a secure environment. In addition, staff have access to a staff room with a service hatch to the reception room, reception counter, personal assistant’s office, nine individual offices and a large open plan office, a storeroom, a cleaners’ room and facilities for staff.

“With the design, an attempt was made to make the building stand comfortably in the landscape without disappearing into the natural landscape. It is an unpretentious building, which seeks to provide well articulated architecture,” said Mr Bitzer.

The architecture firms involved are Bitzer Design Studio and Roodt Architects.

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