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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

Advocate Thuli Madonsela leads Law Symposium on corruption
2014-06-05

 

Advocate Thuli Madonsela speaking at the Law Symposium on corruption.

The Faculty of Law, Centre of Business Law held a symposium on corruption in the public sector. The symposium took place on 5 June 2014 in the CR Swart Auditorium on the Bloemfontein Campus.

In her keynote address, Public Protector Adv Thuli Madonsela highlighted the government’s efforts to curb the high rate of corruption prevalent in the South African public sector. She also pointed out the effect it has had on service delivery, especially in municipalities and key government departments.

This highly-anticipated event drew a large group consisting of members of the public, the judiciary, government, non-governmental organisations, as well as the business and academic sector.

Responding to questions from the floor, Adv Madonsela spoke of corruption as an on-going problem that should be tackled in a collective effort by government officials and the public alike. “Whistleblowers are our main hope in fighting corruption … The Protected Disclosures Act protects them … it is also management’s responsibility to protect whistleblowers,” she said.

The symposium featured several well-respected names, including:
• Prof Jonathan Jansen, Vice-Chancellor and Rector;
• Honourable Justice I van der Merwe, Judge of the Free State High Court and Chairman of the Council of the UFS;
• Honourable Justice FDJ Brand, Judge of the Supreme Court of Appeal; and
• Prof JJ Henning, Acting Dean of the Faculty of Law.

Other high-ranking legal professionals from the office of the Director of Public Prosecutions, PriceWaterhouseCoopers, the Free State High Court and the Institute of Security Studies attended the event.


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