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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

Badminton: Kovsies rule the national students championships
2006-04-11

Kovsies' badminton players again, as in the past few years, rule the national students championships currently being presented in Pretoria by TUT and UP.

 The men, Chris Dednam, Roelof Dednam, Wiaan Viljoen and Raymond Ronne, had no other serious competition and were left to each other's rivalry.  Especially Roelof Dednam performed excellent by surprisingly going through to the finals in beating Viljoen in the singles, and with Elaine Lues also Chris Dednam and Liansa Coetzee in the mixed doubles.

 In the absence of Annari Viljoen (injured) and Sone Strauss (retired), the less experienced girls, Liansa Coetzee and Lizl Janse van Rensburg, had to uphold the Kovsie name.  They performed excellent by taking third and fourth positions.

In the team competition which now takes place,  Kovsies should make a clean sweep.

It is a pity that, through financial restraints, Kovsies players will not in October strengthen the SASSU team to the world student championships in China.

Results of the individual championships:

Men's singles:  winner - Chris Dednam (UFS), runner-up - Roelof Dednam (UFS), third - Wiaan Viljoen (UFS), fourth - Raymond Ronne (UFS);

Men's doubles:  winners - Chris Dednam / Roelof Dednam (UFS), runners-up- Wiaan Viljoen / Raymond Ronne (UFS);

Women's singles:  winner - Kerry-Lee Harrington (KZN), runner-up - Christina English (TUT), third - Liansa Coetzee (UFS), fourth - Liezl Janse van Rensburg (UFS);

Women's doubles:  winners - Kerry-Lee Harrington (KZN) / Christina English (TUT), runners-up - Liansa Coetzee (UFS) / Maret Visser (NW), quarter-finals - Elaine Lues / Anel Vorster (UFS), Liezl Janse van Rensburg (UFS) / Sarah Rice (Wits);

Mixed doubles:  winners - Andre van Schalkwyk / Christina English (TUT), runners-up - Roelof Dednam / Elaine Lues (UFS), third - Chris Dednam / Liansa Coetzee (UFS), fourth - Wiaan Viljoen / Liezl Janse van Rensburg (UFS).

 

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