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Financial Planning candidates rank top five in Professional Competency Examination

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

Prof Laura Mulvey – intellectual path-breaker in international film industry

2014-07-10

Prof Laura Mulvey – currently a professor at Film and Media Studies at Birkbeck, University of London, recently visited the Bloemfontein Campus. As a tribute to her achievements, the UFS bestowed an Honorary Doctorate on her during our 2014 Winter Graduation Ceremony. In addition, two events were scheduled during which the public could get to know Prof Mulvey and her films better.

Prof Mulvey is a hugely influential figure in the international arena of film and visual media. She is globally recognised as an eminent feminist film scholar and worked at the British Film Institute for many years. During the 1970s and ‘80s she exploded onto the scene as a prominent avant-garde filmmaker.

During her visit, she joined Prof Annie van den Oever (University of Groningen) in two discussions of films – which included some of her most renowned film material.

Under the Skin of the City (Iran, 2001), directed by Rakhshan Bani-E'temad, was screened in full on Thursday 3 July 2014. The film centres on the trials and tribulations faced by an Iranian family. This award-winning film resonated with the South Africans present because of the social issues it addresses. A thought-provoking discussion followed between Profs Mulvey, Van den Oever and the audience – delving deeper into the mechanisms of the film.

On Saturday 5 July 2014, Prof Van den Oever and Prof Mulvey had another discussion – this time round the audience was treated to snippets from Prof Mulvey’s prominent films.

Her work has impacted the cultural and social sciences and not only does her critical analysis scrutinise issues of gender, but also that of race and ethnicity.

Described as ‘a key intellectual path-breaker’, Prof Mulvey’s visit left a trail of inspiration throughout our Kovsie community.

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