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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

Researcher at Qwaqwa Campus, Dr Aliza le Roux, selected as SAYAS member

2014-09-12

Dr Aliza le Roux

Dr Aliza le Roux, senior lecturer in the Department of Zoology and Entomology on the Qwaqwa Campus of the University of the Free State (UFS), was selected as a member of the 2014 South African Young Academy of Science (SAYAS). Dr Le Roux, a member of the Vice-Chancellor's Prestige Scholars Programme at the UFS, is also a South African National Research Foundation-rated (NRF) scientist (Y2) and the winner of the UFS Vice-Chancellor’s Excellence in Teaching Award in 2013.

She sees her selection to SAYAS as a unique opportunity to help change the face of science in South Africa. Dr Le Roux hopes to use her skills as project leader in social media, as well as her own learning experiences on a rural campus, to inspire especially ecological research in a country so rich in its own natural heritage.

The SAYAS selection committee was impressed by the high level of academic merit and depth of the nominations they received. “Your membership is critical in contributing to many of the vital activities and functioning of SAYAS, and we look forward to your active contributions to the further development and growth of the Young Academy,” said Prof Aldo Stroebel, Chair: SAYAS Selection Committee.

Prof Corli Witthuhn, Vice-Rector: Research at the UFS, said, “Aliza le Roux is an outstanding young scientist on our Qwaqwa Campus. She is not only an outstanding researcher but has also received prizes during the past year for her dedication to teaching. I am very excited about the young researchers on our Qwaqwa Campus with Aliza as one of the leaders, and I am looking forward to what else they can achieve in the next five years.”

In the past decade, Dr Le Roux focused her research on the cognitive and communicative skills of wild mammals in South Africa and Ethiopia. She spent four years as a postdoctoral research fellow at the University of Michigan, leading to ground-breaking research on the cognitive and communicative underpinnings of gelada monkey behaviour. Her current work encompasses an NRF-funded project on paternal care in bat-eared foxes, and experimental research on spatial cognition in wild samango monkeys. She is also involved in discussions with the Endangered Wildlife Trust to research the mitigation of road-kill incidents in South Africa.

Dr Le Roux hopes to combine cognitive ecology with more applied conservation questions in order to raise the profile of behavioural ecology as a discipline. She believes strongly in involving the public with scientific research, and has blogged for Nature Magazine on her adventures as field biologist. Her work has since found its way into numerous websites, magazine and newspaper articles and she has been interviewed on radio and BBC World.

Dr Le Roux will be inaugurated as SAYAS member on 14 October 2014.

Dr Marieka Gryzenhout from the Department of Plant Sciences is also a member of SAYAS.

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