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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

South African citizens are yearning for a good story to tell
2014-03-13

 
Dr Sethulego Matebesi
Photo: Sonia Small

The 20 Year Review is in essence a continuation of President Jacob Zuma’s State of the Nation Address and the ‘we have a good story to tell’ narrative. The report provides a glowing picture of successes achieved over the two decades. The successes highlighted include the basic human rights enjoyed by South Africans, a marked improvement in economic growth, and the provision of social services such as health care, education and housing. And as expected, the Review is dedicated to Nelson Mandela.

The major accomplishments were made through the strategic policies of the ruling African National Congress (ANC). For example, emphasis has been on improving the lives of South Africans through pro-poor economic interventions, in building social cohesion, investing in economic infrastructure, fighting HIV and AIDS and tuberculosis, which resulted in improved health outcomes.

Generally, the assertions about ‘accomplishments’ have been made against solid evidence and are thus not debatable. What overshadows the 20 Year Review, is the story that is not being told. This is the story of a political economy marred by rampant corruption, high levels of unemployment, declining accountability, and unresponsiveness. This untold story has become the hallmark of President Zuma’s tenure. Meanwhile, the average South African citizen is still yearning for ‘a good story to tell.’

For more political comment or to speak to Dr Matebesi, please call René-Jean van der Berg at +27(0)83 645 5940.

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