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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

It’s Rag Time!

2014-01-14

Zakes Bantwini, Mango Groove and Robbie Wessels
Photos: Supplied

Kovsie Rag Community Service will start 2014 off with the well-known Rag festivities, with enthusiastic students already starting with float building in January. The theme for Rag CS 2014 is ‘Movies.’

As from 20 January, a cheerful atmosphere will be present at the Kovsie Rag farm, with senior and junior students working hard, while social cohesion is developing between them. Great entertainment will be part of these festivities, with the likes of DJ Euphonik and Adam performing on 31 January.
In the midst of all these activities, the annual ‘Chicken Run’ evening collections will take place on 21, 23 and 28 January, as well as the Ritsim sales in Bloemfontein and surrounding areas on 24-25 January.

The hard work will reach its peak with the judging of the floats on the morning of 1 February, after which the floats will depart at 09:00 for the first procession of the day. This route will end at Twin City Mall at 11:00, where 10 000 meals will be distributed to communities in Heidedal and Mangaung. Learners from Heidedal schools will entertain the public with their talents.

Our very popular family festival will already start at 16:00 with the opening of the gates at Chevrolet Park Cricket Stadium. Young and old will be entertained by well-known and vibrant artists, such as Robbie Wessels, Mango Groove, Zakes Bantwini, as well as a spectacular firework show. Come early to ensure a great spot on the grass.

The float winners will be announced at 17:00, whereafter the main procession of the day will depart from the Tempe robot in Nelson Mandela Drive at 18:00. The public can look forward to this ever popular procession through the streets of Bloemfontein, with decorated floats and students cradling collection tins proceeding to Chevrolet Park. The 2012/2013 UFS Rag queen, Mr Rag and their retinue will greet the public from the main float. Finalists for the 2013/2014 UFS Rag queen and Mr Rag titles, as well as drum majorettes, will also accompany the procession.

Do not miss out on this wonderful family festival – come early, bring your family and picnic blanket/chairs to ensure a great spot on the grass – a variety of refreshments will be on sale.

Tickets available from Computicket and entrance gates.

Tickets: R60 per person
R30 per child under 12

We would also like to make use of this opportunity to remind you of our vibrant 2013/2014 UFS Rag coronation ball, where the UFS Rag queen and Mr Rag CS for 2014 will be crowned on 14 February 2014 in the Callie Human Centre, UFS Campus.

Limited tickets will be available at R500 per couple and can be bought from the Rag Community Service office from 5 February 2014.

Enquiries:

Karen Scheepers +27(0)51 401 2423 ( ScheepersK@ufs.ac.za )
Esmé Wessels +27(0)51 401 3769 ( Wesselse@ufs.ac.za )

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