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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

UFS hosts the first Southern African Young Scientists Summer Programme

2012-11-26

The University of the Free State is to host the first Southern African Young Scientists Summer Programme (SA-YSSP) from 1 December 2012 to 28 February 2013.

This will form part of an annual three-month education, academic training and research capacity-building programme jointly organised by the National Research Foundation (NRF), the Department of Science and Technology (DST), and the International Institute for Applied Systems Analysis (IIASA), based in Austria.

The NRF, as the National Member Organisation (NMO), in collaboration with DST, has developed a novel and innovative initiative with IIASA to establish the SA-YSSP. This programme was officially launched by the Minister of Science and Technology during November 2011.

IIASA is an international research organisation that conducts policy-oriented scientific research in the three global problem areas of energy and climate change, food and water and poverty and equity (www.iiasa.ac.at). South Africa’s engagements with IIASA, and specifically with regard to the SA-YSSP, relate primarily to the DST’s Ten-Year Innovation Plan.

Aligned with the YSSP model that is presented by IIASA in Austria annually, the SA-YSSP offers scientific seminars covering themes in both the social and natural sciences. These seminars often have policy dimensions and aim to broaden the participants’ perspectives and strengthen their analytical and modelling skills, further enriching a demanding academic and research programme (www.ufs.ac.za/sa-yssp).

Keynote lectures are to be delivered by national and international leaders in their respective research fields, partly drawn from IIASA’s widespread network of alumni and collaborators, as well as from the NRF’s extensive international networks of excellence.

The programme is to be enhanced with specific field trips and cultural and heritage excursions that will involve networking with locally based research programmes. Supervisory teams of both IIASA and South African experts will guide a cohort of competitively selected South African and international advanced Ph.D candidates.

The programme will be opened on 2 December 2012 at the Centenary Complex by the Minister of Science and Technology, Mr Derek Hanekom, the Director/CEO of IIASA, Prof Pavel Kabat and the Vice-Chancellor and Rector of the UFS, Prof Jonathan Jansen. They will be joined by a number of Nobel Prize Laureates and luminaries representing the government, the diplomatic sector and Higher Education.

The programme is directed by a multidisciplinary team at the UFS that includes:

Prof Aldo Stroebel and Prof Neil Roos (Co-Directors)

Prof André Roodt (Dean of SA-YSSP)

Prof Martin Ntwaeaborwa and Dr Henriëtte van den Berg (Deputy-Deans of SA-YSSP)

Dr Priscilla Mensah and Dr Sonja Loots (Strategic Managers)

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