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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

Is Al-Qaeda operating in South Africa?
2014-09-29

 
Our Department of Political Studies and Governance recently hosted a seminar with investigative journalist De Wet Potgieter – author of the book, ‘Black Widow White Widow’.During the seminar, Potgieter reflected on the research he has conducted for the book, revealing the unsettling presence of Al-Qaeda in South Africa.

The ‘White Widow’ in the book’s title refers to Samantha Lewthwaite, a British woman who was found in South Africa with a fraudulent passport. She was later linked to the Westgate shopping mall attack which took place in Nairobi, Kenya on 21 September 2013. In this mass shooting at least 67 people died and over 175 people were wounded. The Islamist group al-Shabaab – which is also linked to Al-Qaeda – claimed responsibility for the incident.

In contrast, the ‘Black Widow’ is the disclosed identity of an Afrikaans-speaking self-styled spy, who after being widowed became a counter-terrorist operative.

Potgieter’s book divulges details of Al-Qaeda paramilitary and urban warfare training on a secluded farm in the Little Karoo and reveals details of the support they receive from various local extremist groups. Potgieter’s investigation spans across two years and suggests possible future attacks from, or on, South African soil.

“South Africa plays a role in the bigger picture for Al-Qaeda Islamic terrorism,” Potgieter said. “For instance, the Navy Seal team who killed Bin Laden found reports pointing to active Al-Qaeda/Islamist presence in South Africa. South Africans need to know we are under siege by a small, well-trained Al Qaeda terrorist cell. Yet, operations – of which I know, but cannot disclose much – are also underway to contain these matters,” Potgieter added.

Potgieter’s sources suggest that Al-Qaeda has been active in South Africa since the 2010 FIFA World Cup already. The South African government seems to turn a blind eye, though, despite CIA and MI6 requests and enquiries on the matter.


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