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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

South Africa praised for dealing with its history
2012-07-12

“I listened to an incredible conversation on how South Africans can talk about the past. We failed to do that in the US. We cannot move on because we failed to name the ghosts in our past. I am honouring what South Africa is doing.”

These are the words of a staff delegate from a university in the USA in a case study at the Global Leadership Summit led by Prof. André Keet, Director of the International Institute for Studies in Race, Reconciliation and Social Justice at the University of the Free State (UFS).

Students and academics from universities in the USA, Belgium, the Netherlands and Japan are attending a Global Leadership Summit with the theme “Transcending Boundaries in Global Change Leadership” at the UFS.

In the case study, symbols on the Bloemfontein Campus such as the MT Steyn Statue, Justitia symbol of justice at the building of the Faculty of Law, the artwork Van hier tot daar, and the Women’s Memorial were presented to the audience and the question was asked if they had to be removed or if they had to remain.

Students overwhelmingly felt that symbols of the past had to remain. Here are some of the comments:

  • “Without our past we would not be here today. Without the past, we would not know why we are here or where we are going.”
  • “It is important for students that it remains on campus, as a reminder that history must not repeat itself.”
  • “There is room for new symbols. We must look back but must also look at the future.”
  • “We must resolve the problems of the past and move on.”
  • “We must remember that we cannot go back there again. We must not take away part of other people’s history.”
  • “Symbols must be contextualised.”
  •  “Don’t look in the rear mirror, but through the windscreen where you are going. The windscreen is far bigger.”

One student said the statute of MT Steyn filled him with anger.

Prof. Keet said the act of running away from the ghosts of the past was a way to keep those ghosts alive. The past cannot be dealt with, only visited. The ghosts connect people with the past and allow the past to be present in the now.
 

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