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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

Cultural immersion programme for Rutgers University students
2014-07-29

 

After a community engagement induction, Rutgers University students head out to visit communities.
Photo: Supplied

The International Office and the Department for Community Engagement will host a week-long cultural immersion programme for eight students of Rutgers University from 27 July – 2 August 2014. The Rutgers Graduate School of Education's South Africa Initiative (SAI) bridges cultures, connects educators and provides hope for learners and students from South Africa and the United States.

This interdisciplinary programme provides teachers and students on both sides of the world with the opportunity to exchange information through service learning, training and distance technology. This leads to educational gains for students and educators in both countries.

The Rutgers group of master’s, PhD and undergraduate students will visit two NGOs working with children at risk in the community of Heidedal, namely Tshepo Foundation and Lebone Village. The week-long programme will include lectures on the social, cultural and historical background of pre- and post-apartheid South Africa. Speakers from various departments and faculties of the UFS will feature during this event. These include the Institute for Reconciliation and Social Justice, the Postgraduate School, the Department of History, African Languages, as well as Education.

Prof André Keet, Director of the Institute for Reconciliation and Social Justice, will share the transformation story of our university with the group. Dr Henriette van den Berg will speak on mentoring postgraduate students to become successful researchers of the future.

This year marks the 12th anniversary of the SAI Cultural Immersion Program and a fruitful partnership with the UFS and other South African universities. Over the years SAI has provided tonnes of school books and supplies which have been shared with more than 2 000 learners in South Africa. Special projects such as the Literacy Through Photography and Brielle Digital Stories Project have been conducted by SAI alumni in schools. These have resulted in thousands of dollars of support given directly to South African schools.


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