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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

Honouring Stanley Trapido – one of the most influential historians South Africa has produced

2014-08-14

Prof Charles van Onselen
Photo: Supplied

The International Studies Group and the History Department at the UFS hosted a seminar on Stanley Trapido by Prof Charles van Onselen on Monday 11 August 2014.

The seminar honoured the life and work of Trapido, one of the most important and influential historians South Africa has ever produced.

Trapido is probably best known for his work on the causes and consequences of the South African War of 1899–1902. It was to this broad time period that Prof Van Onselen spoke in his paper ‘The Political Economy of the South African Republic, 1881–1895’.

Prof Van Onselen’s lecture provided a major reinterpretation of the origins and causes of the Jameson Raid while emphasising that Paul Kruger’s ZAR was a state beset by crime and corruption. It was particularly fitting that Prof Van Onselen gave the inaugural seminar paper, since Trapido supervised his Oxford doctoral thesis.

The International Studies Group and the History Department were extremely honoured by Trapido’s widow, the Booker Prize nominated author Barbara, attending the seminar. They wish to thank her for donating her husband’s academic library to the UFS.

Following the Sharpeville massacre of 1960, the Trapido-couple emigrated to England. While there, Trapido began to shape what is now known as the ‘revisionist’ school of South African historiography. He argued the importance of analysing capital and class formation, which he maintained informed the racial ideologies that culminated in apartheid.

Prof Van Onselen’s inaugural seminar presentation will be followed later this term by papers from David Moore, Sabelo Ndlovu-Gatsheni and Giacomo Macola.

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