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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

“Deploy your education and not connections,” Chancellor tells graduates

2012-05-16

Qwaqwa Autumn Graduation
Photo: Thabo Kessah
16 May 2012

Our Qwaqwa Campus conferred 424 degrees, diplomas and certificates at this year’s autumn graduation ceremony held on 12 May 2012.

Amongst the degrees conferred were two doctorates in Polymer Science, two Master’s of Arts in Geography and African Languages, respectively, five Master’s of Science degrees in Physics (3) and Polymer Science (2) and 37 honours degrees in Education, Zoology, Physics, Botany and Polymer Science.

In their congratulatory messages, both the Vice-Rector: Institutional Affairs, Prof. Teuns Verschoor, and the Chancellor, Dr Khotso Mokhele, challenged the graduates to start focusing their attention beyond their graduation on what they both referred to as “the real world”.

“Graduation ceremonies are a fantastic event, but you must never lose sight of appreciating the support given by those around you,” said Dr Mokhele.

“This hall was full of shouting and yes, you must bask in that glory, knowing that you have achieved part of your goals. Yes, this is your moment, so shine. You deserve it. You have earned it.”

“However, this noise also means you must go out there and face the real world. You are graduating in a model country on how people can reconcile, despite their painful and divided past. You deserve all the accolades, but that model country is disappearing before your eyes. How can you mess up what Mandela, Biko, Sobukwe, Nardine Gordimer lived and fought for? How can you mess up such a good thing?” Dr Mokhele asked of an attentive audience that included proud parents and siblings, as well as educators and learners from the Thabo Mofutsanyana District.

“Go out there and deploy your education and not your connections, as these are embedded in corruption. Go out there and help get rid of the patronage system where hard-workers are more likely to be constructively dismissed as they stand in the way of those with corrupt tendencies. Save this country from becoming another Zimbabwe. Let us do whatever it takes to save this country. Let these matriculants who are here today want to walk that red carpet with pride in the next few years,”,said Dr Mokhele.

Dignitaries in attendance included the former Chief Minister of the former Qwaqwa homeland, Dr T K Mopeli; the Executive Mayor of the Dihlabeng Local Municipality, Councillor Tjhetane Mofokeng; Dr SWF Moloi (Thabo Mofutsanyana Education District) and representatives from various government departments.

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