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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

Fresh new look for UFS Sasol Library
2013-03-15

 

The revamped entrance area of the UFS Sasol Library.
Photo: Johan Roux
15 March 2013

The UFS Sasol Library on the Bloemfontein Campus has been renovated with a fresh new look to cater for the changing study needs of students. Over the last few months several upgrades have been made to ensure that students get an effective learning experience.

These upgrades will be spread over three phases. Upgrades include newly-built overnight study facilities, partitioned study areas for postgraduate students and areas for leisure reading. Special attention has also been given to security, with the access control system and the tattle-tape security system being moved to the foyer on Level 2. This level, which used to serve only as a thoroughfare to and from the eastern and western parts of the library, has been turned into proper foyers on either side.

"The UFS Library and Information Services are on a mission to present itself as the physical and virtual information hub of choice," says Director Betsy Eister. "The increased intake of new students and technological developments has sparked the notion of new and revamped study spaces conducive to learning.”

Eister says that, after the completion of all three phases, the library will have increased study spaces that appeal to different people with different needs – spaces for studying, leisure reading, newspaper reading, accessing wired and wireless connections and spaces for discussions.

The project which started in October 2012 is part of the university's space-planning projects to optimally utilise space on the Bloemfontein Campus. The project will also see the Centre for Teaching and Learning move to Level 3 of the library.

Hendri Pretorius from the Department of Architecture was the Project Leader responsible for the upgrades to the Library.

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