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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

Vice-Chancellor to receive prestigious lifetime achievement award in the United States
2013-05-23

23 May 2013

 - Acceptance Speech

The University of the Free State (UFS) is proud to announce that yet another major international award will be bestowed on the Vice-Chancellor and Rector, Prof Jonathan Jansen.

On 3 June 2013 the Education Africa Lifetime Achievement Award for Africa will be added to the multiple international and local achievements and awards Prof Jansen has received over the past months.

He will receive the award at a gala dinner at the Mandarin Oriental Hotel in New York City, United States. The glamorous event is hosted in collaboration between Education Africa and Brand South Africa. Prof Jansen will join an illustrious list of recipients, including Sir Bob Geldof, Sir Richard Branson and Archbishop Emeritus Desmond Tutu.

“I am deeply humbled by this award which I dedicate to the great teachers of our country, who under difficult conditions make our schools work for children of the poor; they are the real heroes of education," says Prof Jansen.

The Education Africa Lifetime Achievement Award for Africa is a highly regarded recognition on the world stage, awarded to individuals who focus the attention of the global community on the obstacles some of the poorest African nations face.

“He is a pioneering South African educator who is successfully transforming what was once a bastion of apartheid-era segregation and ideology into one of his country’s most inclusive and dynamic institutions of higher learning,” the organisers said in a statement.

As an extra honour to the UFS, one of its Council Members will also receive an award together with Prof Jansen at the ceremony in New York City next month. Ndaba Ntsele, also the Executive Chairman of Pamodzi Gold Limited and President of the South African Black Business Council, will receive the Education Africa Allegiance Award. This award is given to persons for their ‘steadfast support of the organisation [Education Africa] over many years.”

Prof Jansen’s other recent international awards and honours include the Alice and Clifford Spendlove Prize in Social Justice, Diplomacy and Tolerance from the University of California in the US and membership of the Laureate Chapter of the Kappa Delta Pi International Honour Society in Education.

For more information on these as well as the other awards Prof Jansen has recently received, click here.

 

 

 

 

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