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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

Powering the future
2014-07-10

 

Kovsie students with the organisers at the African Student Energy Summit.

Photo: Rirhandzu Marivate

Powering the future. This was the theme of the first-ever African Student Energy Summit. The event was recently hosted by the Cape Peninsula University of Technology (CPUT) in Cape Town. The summit was even more unique, since it was part of a global series of Energy Summits held simultaneously in the US, Mexico and Scotland.

Sixteen Kovsies, together with students from across South Africa, Nigeria, Ghana, Zimbabwe, DRC, Zambia and Cameroon united at this event. The main goal: to confront pressing energy challenges faced by our continent. During roundtable discussions, these students brainstormed issues such as the accessibility of energy, as well as driving efficiency and sustainability through the use of green energy.

Antoinette Nel, a Kovsie honours student in Spatial Planning, said, “Interacting with different speakers and students on green energy possibilities enhanced my understanding of how much can be done to change the current status quo on energy in Africa.”

During a student parliamentary session, the participants had to come up with recommendations on sustainable energy. These will be compiled in a document and sent to the African Union (AU).

“My biggest highlight was understanding the need for energy by most Africans, not for lighting or industrialised activities but rather for daily livelihood, for basic rights and services such as cooking, health and education,” said Justman Suh, also an honours student in Spatial Planning at Kovsies.

“We are creating spaces to challenge Afro-pessimism in Africa through these platforms,” Dr Elizabeth Rasekoala, Chairperson of Green Shift Africa, said during the summit. 



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