Latest News Archive

Please select Category, Year, and then Month to display items
Categories
UFS News Media Release Research
Years
2017 2018 2019 2020 2021 2022 2023 2024
Months
January February March April May June July August September October November December
Previous Archive
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

Don’t sit at home, Graduates take a bow
2014-04-10

 

Pride, joy, gratitude and cheer echoed across our Bloemfontein Campus this week as we celebrated the 2014 Autumn Graduation Ceremony.

These prestigious ceremonies did not belong to the graduates exclusively, though. Their parents, family, friends and academics also received several bows of gratitude for their support.

The guest speakers provided a wealth of wisdom and encouragement to the graduates. Dr Ruda Landman, well-known media personality, advised that “success doesn’t just happen, it is achieved.” Comedian Loyiso Gola told graduates to go out and conquer the world – a message that Lucas Sithole cemented. Sithole, ranking at Nr 2 in wheelchair tennis world wide, said that the only one who could stand in your way is yourself. “Today, you have power in your hands. Try to change the world with that power.” Siyabulela Xuza, South African rocket scientist and Harvard graduate, was a true embodiment of his words, “We are equally capable of achieving global innovation.”

After the conferral of the degrees and certificates, Prof Jonathan Jansen reminded the graduates that their “degree will mean nothing” if they cannot distinguish between what is right and what is wrong as they go into the world. When faced with a difficult situation, “base your decision on what is right and what is wrong, not on the colour of someone’s skin, the way they pray, or the way they choose to love,” he urged.

Dr Khotso Mokhele, Chancellor of the UFS, concluded the proceedings by expressing the spirit of this celebration, “I take a bow to you all.”

We use cookies to make interactions with our websites and services easy and meaningful. To better understand how they are used, read more about the UFS cookie policy. By continuing to use this site you are giving us your consent to do this.

Accept