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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

Colloquium focuses on rural education
2012-10-10

Some of the international delegates during the second annual colloquium on rural education recently held at the Qwaqwa Campus.
10 October 2012

 The second edition of the Sustainable Rural Learning Ecologies (SuRLEc) Colloquium was held at the University of the Free State's Qwaqwa Campus this week. This three-day international event provided the Faculty of Education's postgraduate students with a platform to present their research and to learn from experienced researchers from all over the world.

In his opening address, the Faculty's Programme Head, Dr Dipane Hlalele, challenged all delegates to translate their research into achievable goals to address all the challenges facing rural education.

"Excellence in teaching and learning in a rural context remains a challenge for all sectors and levels of the education endeavour," Dr Hlalele said.

"Urban and metropolitan schools, colleges and universities may unintentionally structure their learning programmes in such a manner that they neglect rural attributes. This results in the marginalising of learners and students from rural environments. To complete the loop, these institutions are more likely to fail in preparing graduates for decisive contributions to sustainable rural learning ecologies," Dr Hlalele added.

The colloquium was officially opened by the Vice-Rector: External Relations, Dr Choice Makhetha, who highlighted the fact that the UFS was already doing its bit in levelling the learning playfields in higher education.

"We are aware that many of our students who come from disadvantaged backgrounds find it hard to cope at university. As a result, we are not waiting for them to come through to us. We are already in partnership with a number of schools where we help learners to improve their results," Dr Makhetha said.

The crucial role played by rural teachers was celebrated during a gala dinner to honour and acknowledge their efforts despite a myriad of daily challenges.

Ms Jabulile Mabaso (The Mills Primary Farm School) was honoured for 'Excellence in multi-grade teaching in Foundation and Intermediate phases'. Ms Rekha Mathew (Sibonakaliso Primary Farm School) and Mr Andries Motsoere (Tshebedisano Primary Farm School) were awarded for 'Excellence in managing multi-grade curriculum'.

The 2012 SuRLEc Honorary Award went to Ms Motshedisi Damane for her valuable contribution to the development of rural education in the Thabo Mofutsanyana Education District. Last year's recipient was the Dean of the Faculty of Education, Professor Dennis Francis.

Delegates and keynote speakers came from Thailand, Malaysia, the Unites States of America as well as the SADC countries of Botswana, Zimbabwe and Lesotho. South Africa was represented by the Universities of the North-West, Limpopo, KwaZulu-Natal and CUT, amongst others.

 

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