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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 helps to renovate schools

2005-10-10

Photo gallery

About 250 hostel students of the University of the Free State's (UFS) main campus yesterday painted and renovated four schools in the black townships of Bloemfontein. This was part of Kovsie Rag's new approach to be more directly involved with communities.

Students were transported with busses and performed tasks such as the painting of class rooms and outside walls and the cleaning and painting of gutters and window panes. The painting was judged by a panel of judges, that included the Rector and Vice-Chancellor, Prof Frederick Fourie. These points will contribute to the each hostel's final point in the Rag fund raising campaign for 2005/2006.

Some of the students who painted the gutters of Maboloka Primary School in Bochabelo were from the left Ms Tume Kowang (18) (first year student in B Accounting from NJ van der Merwe hostel); Ms Gloria Mangwane (19) (third year student in B Sc Biochemy from NJ van der Merwe hostel); Ms Adri Ras (21) (second year student in Occupational Therapy from Emily Hobhouse hostel) and Ms Malandi Els (20) (third year student in B Exercise and Feeding from Emily Hobhouse hostel).

See attached media statement:

UFS Rag and Eimpa paints assist with upgrading of schools

The spirit of Ubuntu will this year be truly reflected in the University of the Free State’s (UFS) Rag community out reach programme when senior students from the 23 hostels on the Main Campus will visit four less-privileged schools in the Mangaung area on Saturday 8 October 2005 to assist these schools in the upgrading of facilities.

The same day (Saturday 8 October 2005) the UFS first year students will visit the neighbourhoods in Bloemfontein from 08:00-13:00 to raise funds on an Ubuntu donation lists for Rag 2005/2006.

The Ubuntu project was started about seven years ago and it has grown each year. In the past the project was associated with a fundraising leg and a hostel publicity leg. This year the aim is to involve the community to demonstrate how important fundraising initiatives are to help those less-privileged.

The schools that will be visited are Legae Intermediary School in Batho, Mothusi Primary School in Rocklands, and the Maboloka and Lesedi Primary Schools in Bochabelo. The schools in the Manugaung area had until 31 August 2005 to complete a questionnaire identifying what assistance is needed. The Rag office, with the help of professional consultants from Eimpa Paints, chose four schools and visited each one to determine material/s needed to complete the work.

Eimpa Paints is a partner of the Ubuntu project and will be sponsoring all paint necessary to complete the work at the schools. All other material/s needed will be supplied by the UFS Rag office.

The hostels are divided into project teams and will clean and paint gutters and window sills and paint the walls of classrooms and outside walls. At Maboloka School for instance, a project team will also to paint a wall with colourful characters.

Media release
Issued by: Lacea Loader
Media Representative
Tel: (051) 401-2584
Cell: 083 645 2454
E-mail: loaderl.stg@mail.uovs.ac.za
7 October 2005

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