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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

JN Boshoff Memorial Lecture: Dr Charles Nwaila

2005-09-13

Dr Charles Nwaila, Director-General of the Free State Provincial Government and Vice-Chairperson of the University of the Free State's (UFS) Council, recently discussed the repositioning of the Free State Provincial Government to respond to the 21st century demands during the JN Boshoff Memorial Lecture at the UFS.

From left: Dr Nwaila; Prof Tienie Crous, Dean: Faculty of Economic and Management Sciences; Prof Frederick Fourie, Rector and Vice-Chancellor and Dr Moses Sindane, Departmental Chairperson: Department of Public Management at the UFS.

A summary of the lecture.

Free State government to focus on training of public servants

The Free State provincial government in collaboration with higher education institutions in the province is to establish the Free State Association of Public Administration to get public servants to work effectively towards the growth and development of the province.
This was announced by the Director-General of the Free State provincial government, Dr Charles Nwaila, during a lecture he delivered at the University of the Free State (UFS) in Bloemfontein this evening (Thursday 8 September 2005).

Delivering the annual JN Boshoff Memorial Lecture at the UFS, Dr Nwaila called on higher education institutions to play a critical and leading role in the re-engineering of the existing Provincial Training and Development Institute housed at the Vista campus of the University of the Free State in Bloemfontein.

Dr Nwaila was formerly the Superintendent-General (head) of the Free State Department of Education and currently serves as the Deputy Chairperson of the Council of the University of the Free State.
He said the proposed Free State Association of Public Administration is a joint initiative with the National Academy of Public Administration based in Washington DC.

“We take this opportunity to invite the University of the Free State and other knowledge based institutions to join the Provincial Government in fostering a collaborative network to help us develop our public servants,” Dr Nwaila said.
He said there were accelerating demands and a lot of pressure on limited resources, with Free Staters expecting more from their government than ever before.

“Civil servants in a developmental state are servants of the people, champions of the poor and the downtrodden and not self-serving individuals that seek only advancement on the career ladder,” Dr Nwaila said.
According to Dr Nwaila, the Free State Growth and Development Strategy has identified 11 areas that need to be addressed by the year 2014, including:

• To reduce unemployment from 38% to 20%
• To improve the functional literacy rate from 69,2% to 85%
• To stabilize the prevalence rate of HIV and AIDS and reverse the spread of the disease
• To provide a free basic service to all households
• To provide adequate infrastructure for economic growth and development

Dr Nwaila said that the Free State government will continue to follow a people-centred approach towards these development objectives with a keen sense of unity and unwavering determination to create the best of times for the Free State and all its people.

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