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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

University tips its hat to final-year students
2013-09-13

 
From the left: Lauren Marais, Werner Landman, Herloise Jordaan and Louis Rossouw (PwC).
13 September 2013

The Alumni Office at the University of the Free State (UFS), in partnership with PricewaterhouseCoopers (PwC), held its first Alumni Evening for final-year students.

The students received valuable advice from various speakers during the event. Werner Landman – also a UFS graduate – highlighted the differences in approach between the current and previous generations. Landman explained that Generation Y students have greater influence and are extensively connected socially as they enter the work environment. “You are people who will work to live, unlike us, Generation X, who live to work,” he said. With their degrees – some already busy with their post-graduate studies – they are more likely to be appointed in professions which will allow them to live better, he added.

Heloise Jordaan, former 2008/9 SRC president, who holds three degrees from Kovsies to her name, also addressed the final-years. She currently holds the position of brand manager at Urban Hotels, although she only started working recently. Through sharing her personal work experiences, she gave the audience a glimpse into the workplace."You guys need to realise that when you step into the working sphere, you need to be open minded and also work to the best of your abilities,” Jordaan encouraged.

The evening was concluded on a high note with a prize-giving. Pieter du Toit, UFS Alumni Chair, was in charge of handing over the awards. Residences were compared to find which ones generated the most residing final-year and postgraduate students. House Tswelopele and Soetdoring clinched the honours and walked away with R2 000 each for their house.

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