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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

Supplementum analyses the San origin of South African place names
2013-09-25

 

At the launch were, from the left: Prof Lucius Botes (Dean: Faculty of the Humanities), Christine van Deventer (SUN MeDIA), Prof Peter Raper (author), Prof Theodorus du Plessis (Head of Department: Linguistics and Language Practice), and Prof Dirk van den Berg (outgoing editor).
Photo: Jerry Mokoroane
25 September 2013

The Acta Academica Supplementum 2012 (2), under the outgoing editorship of Prof Dirk van den Berg, was launched on 16 September 2013. The author, Prof Peter Raper, is one of the leading place-name experts in South Africa. The Supplementum analyses the San origin of South African place names whereby different layers of language contact are exposed. For example, Dipodi (previously Jakkalsdraai), is an adaptation of the original San name. The first ‘di’ is the added Sotho preposition. ‘Po’ is equal to the San word ‘po’ (jackal) and the last ‘di’ equal to ‘/gi’ (to bend). Prof Raper’s research indicates that many place names carry evidence of various language shifts. By analysing these language layers, different phases of language contact are exposed. This research is instrumental in the preservation of a unique aspect of the South African cultural heritage.

Prof Raper is since 2011 Honorary Professor: Linguistics, in the Department of Language Management and Language Practice at the University of the Free State. He is one of South Africa’s leading toponymists. The fourth edition of the New Dictionary of Southern African Place Names, with Dr Lucie Möller and Prof Theodorus du Plessis as co-editors, is currently in the press. He is a member of the Commission for Toponymy of the International Geographical Union, as well as the Working Group for Toponymy of the International Cartographic Association, of which there are only ten members worldwide, and a member of the Editorial Advisory Board for the journal Names.

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