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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

Physical Planning lives in recaptured space
2014-06-18

When the Department of Physical Planning decided on a new office premises, the team decided to tackle the project with an overarching theme – recycling.

It is important for Physical Planning to not only dictate to other departments on campus, but to set the example themselves,” says Nico Janse van Rensburg, Director: Physical Planning at the UFS. 

Recaptured space

New office space on campus is simply not available. It was therefore decided to recover space and a store room was identified. “Fortunately, the storage area had ceilings. However, it was dilapidated and was sagging all over. To divert attention from the ceiling, we painted it in a dark colour and the walls white.

“All wiring was also done superficially. It draws the attention away from the uneven surfaces and simplifies work on the wiring. Instead of trying to hide it, we made a focal point of it,” says Janse van Rensburg.

Recycled building materials

Lots of the building material that was used to convert the storage space into offices, was recovered from other building projects on campus. Material that would normally be discarded was utilised creatively to not only serve a practical purpose, but also an aesthetic one.

A laboratory basin was used as wash basin. Remaining parts of granite slabs from other sites were utilised as top for the basin. Existing toilets were also reused. To enhance the atmosphere, new taps in an affordable, but durable range were installed.

Recycled furniture

We rambled through every possible store room to find furniture. Tables were simply sanded and varnished and look better than new. Even the cabinet at the entrance was saved from wind and weather and reused.

Hot and smart

Only one screen wall was built. It was left in raw brick, unplastered and unpainted to contribute to contrasting textures. Existing walls were left painted or unpainted as it was before.

“The environment that was created breaks down several existing perceptions. Such as the perception that everything has to match; everything has to be plastered and painted and many others. This is an example of how different materials can be combined to create a lively environment.

“Staff members have already moved into their new offices and are very satisfied,” says Janse van Rensburg. 

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