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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

Recognition from the United Nations and MACE
2013-11-22

 
The University of the Free State received Excellence and Merit awards for its communication and marketing projects.
From the left is Leatitia Pienaar, editor of Bult magazine, Lacea Loader, Director Strategic Communication, Leonie Bolleurs, editor of Dumela and Ilze Bakkes, UFS Marketer: Publications and Broadcast.
Photo: Sonia Small

The University of the Free State (UFS) was this week recognised by the United Nations (UN), as well as the national association for Marketing, Advancement and Communication in Education (MACE), for its communication and marketing publications and campaigns.

The UFS was named by representatives of the UN to receive a special United Nations Award for a leadership communication campaign called ‘Talk to me’. The award, which forms part of the Golden Awards of the International Public Relations Association (IPRA), is made annually to the campaign that best supports human development in line with the UN objectives.

The UFS also received seven awards from MACE during the Higher and Further Education Excellence Awards. The ‘Talk to me’ campaign was awarded an Excellence Award in the category integrated campaigns and projects; a television campaign on DSTV received an Excellence Award in the broadcasting category. The campaign also received an award as the overall winner in this category. The magazine Bult received a special Excellence Award in the category external publications (as the publication with the highest marks in the history of this award ceremony); the staff newsletter Dumela and a set of student recruitment publications each received a Merit Award in the categories internal newsletters and special publications respectively; and the Open Day campaign received a Merit Award in the category integrated campaigns and projects.

The Excellence Awards form part of the 2013 national MACE congress, which was hosted by the UFS on the Bloemfontein Campus from 18-20 November 2013 and attended by 139 delegates from 25 higher and further education institutions.

“I am extremely proud of the achievements of what is emerging as a truly world-class communications department at the UFS recognised increasingly for achievements nationally and abroad,” says Prof Jonathan Jansen, Vice-Chancellor and Rector of the UFS.

‘Talk to me’, which was implemented in 2010, is a leadership communication campaign that creates a way for staff and students to engage with Prof Jansen. With the campaign, he regularly spends time physically sitting on the university’s three campuses in a predetermined area giving staff and students the opportunity to talk and interact with him. The success of the campaign stems from the fact that it gives him the opportunity to pick up on issues or concerns of the campus community.

“The ‘Talk to me’ campaign is one of the key campaigns of the university’s Human Project, as it projects the scholarship of service and transformation leadership. It is an exceptional honour to be recognised by the UN and to receive this award,” says Lacea Loader, Director: Strategic Communication at the UFS.

“The MACE Higher and Further Education Excellence Awards provide an excellent platform to showcase the many projects and campaigns of the sector, and to receive this kind of recognition from our peers is a tremendous honour for the UFS,” says Loader.


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