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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

What do diamonds, chocolates, bugs and almost 30 Nobel Prizes have in common? Crystallography

2014-10-15

Some of the keynote speakers and chairpersons at the third world summit in the International Year of Crystallography (in Africa) were, from the left, front: Profs Abdelmalek Thalal (Morocco), Prosper Kanyankogote (University of Kinshasa, Democratic Republic of the Congo); Habib Bougzala (Tunisia), Santiago Garcia-Granda (IUCr, University Oviedo, Spain), Michele Zema (IYCr 2014, Italy/UK) and Dr Jean-Paul Ngome-Abiaga (UNESCO, Paris, France); back: Dr Thomas Auf der Heyde (Acting Director-general, South African Department of Science and Technology); Dr Petrie Steynberg (SASOL) and Prof André Roodt (UFS, host).

Photo: Marija Zbacnik

The third world summit in the International Year of Crystallography (in Africa) was hosted by Prof André Roodt, Head of the Department of Chemistry and President of the European Crystallographic Association, at the University of the Free State in Bloemfontein.

A declaration with and appeal to support crystallography and science across Africa, was signed.

When one mentions 'Crystallography', or more simply 'crystals', what comes to mind? Diamonds? Perhaps jewellery in general? When thinking of crystals and Crystallography, you will need to think much bigger. And further – even to Mars and back.

Crystallography refers to the branch of science that is concerned with structure and properties of crystals. The obvious examples would include cut diamonds, gemstones such as amethysts, and ‘simple’ crystals such as selenite and quartz.

But have you thought about the irritating brown scales at the bottom of your kettle? The sand in your shoes? The salt over your lamb chops or the sugar in your coffee? All crystals. From egg shells to glucose, from bugs and insecticides to additives in food – even the compounds in chocolate – all fall under the close scrutiny of Crystallography.

The breakthroughs this field of science has produced have led to almost 30 Nobel Prizes over the years.

Determining the structure of DNA by crystallography was arguably one of the most significant scientific events of the 20th century. Different diseases have been cured or slowed by medicines obtained based on crystallographic studies. These include certain cancers, HIV/Aids, Tuberculosis and Malaria. Biological Crystallography enables the development of anti-viral drugs and vaccines.

This field of science influences our daily lives in virtually immeasurable ways. Here are but a few areas of study and development Crystallography contributes to:

•   LCD displays;
•   cellular smartphones;
•   insects and insecticides;
•   additives and products in foods;
•   improved effectiveness and security of credit cards;
•   new materials to preserve energy;
•   better gasoline with less by-products;
•   identify colour pigments used in paintings from the old masters, indicating if it’s an original or an imitation; and
•   beauty products such as nail polish, sun-block, mascara and eye shadow.

Crystallography is also currently used by the Curiosity Rover to analyse the substances and minerals on Mars.

Crystals and Crystallography form an integrated part of our daily lives – from bones and teeth to medicines and viruses, from chocolates to the blades in airplane turbines. Even down to the humble snowflake.

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