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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

Deputy Minister leads a space science outreach programme in Bloemfontein
2014-02-28

The Deputy Minister of Science and Technology, Michael Masutha and Mandla Maseko– the first black South African expected to go into space in 2015 – will participate in a Space Science Outreach Programme at the University of the Free State on Saturday 1 March 2014.

The event, taking place at the Bloemfontein Campus, is part of an outreach programme to raise awareness about South Africa’s advances in space science and technology and its benefits to society.

Mr Maseko will share his exciting experiences in the Axe Apollo Space Academy competition, a challenging event that included skydiving, aptitude tests and building and launching a rocket with about 600 learners from the surrounding areas. The 25-year-old from Mabopane near Pretoria will become the first black astronaut when he goes into space on the Lynx Mark II Shuttle, next year.

The outreach event will include activities such as telescope making and rocket launching. Workshops demonstrating the benefits of space science in areas such as earth observations, scientific research and development and human capital development, will also be conducted.

Among others, the open day will feature exhibitions such as the project to build the world’s largest telescope, the Square Kilometre Array and the recent launch into space of the country’s micro-satellite – ZACUBE1 built by post-graduate students at the Cape Peninsula University of Technology (CPUT).

Other exhibitors will include the Hartebeesthoek Radio Astronomy Observatory (HartRAO), the Agricultural Research Council, Denel Dynamics, the South African National Space Agency (SANSA) and the South African Weather Services (SAWS).

Officials from the provincial Department of Basic Education are also expected to attend.

Journalists are invited to the outreach

Venue: Economics Building, University of the Free State
Date: Saturday 1 March 2014
Time: 08:00

For more information, contact Veronica Mohapeloa at +27(0)82 882 3818 or +27(0)12 843 6788 or email veronica.mohapeloa@dst.gov.za OR David Mandaha at +27(0)72 126 8910 or david.mandaha@dst.gov.za

 

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