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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

Students excel at National Championships for the Physically Disabled
2013-04-07

 

South African record-holder Danie Breitenbach (left) running with his guide at the 2013 Nedbank National Championships for the Physically Disabled.
Photo: Hetsie Veitch
10 April 2013

Six gold, one silver and two bronze medals. That is the number of medals students of the University of the Free State won at the 2013 Nedbank National Championships for the Physically Disabled, held in Pretoria. 

Louzanne Coetzee, Danie Breitenbach, Juanré Jenkinson and Diederich Kleynhans held the Kovsie flag high, winning medals in track and field events. Louzanne and Danie, both visually-impaired students, each won three gold medals, with Danie setting two new South African track records. Danie, who took part in the T11/F11 sports class for visually-impaired, totally blind athletes, set records in the 800 and 1 500 metre track events. This first-year BA student, who runs with a guide and has to wear a blindfold when running, also won a gold medal in the 400-metre track event. 
 
Louzanne also took part in the T11/F11 sports class and won gold medals in the 800-, 1 500- and 5 000-metre events. With her winning time of 2 minutes and 53,8 seconds in the 800 metres, Louzanne, a second-year BA Corporate and Marketing Communication student, reached the qualifying standard for international participation. She may be considered for a national team that will compete internationally. 
 
Diederich and Juanré took part in the F37 and F38 sports class for physically-impaired athletes and won medals in the field events. Juanré, a fourth-year Education student, and Diederich, a master’s degree Theology student, won bronze and silver medals in shotput. Diederich also won a bronze medal in discus. 
 
Also taking part in the national championships, were Sidwell Monyane, a final-year B Public Management (Human Resource Management) student. Sidwell was part of the Free State Boccia team. Boccia is a target-ball sport for athletes with disabilities, which has a major impact on motor skills.

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