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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

Digital Storytelling empowers and liberates students
2014-10-17

In January 2014, Jode Brexa, an American Fulbright scholar, came to our university and moved into the guest room at Welwitschia residence.

It so happened that Brexa and Elize Rall, residence head of Welwitschia – better known as Wel-Wel – started talking about digital storytelling. Brexa’s Digital Storytelling project captured Rall’s imagination. Shortly thereafter, Brexa convinced the RC members of Wel-Wel to participate in the project.

Digital storytelling is, on the most basic level, the use of computer-based resources to tell stories. The idea is to combine the art of storytelling with multimedia – including graphics, photos, text, audio, image and/or music.

The Wel-Wel students were taught storytelling skills and each student’s unique story was recorded and edited. It was so successful that they then showed their stories to the Rector and Dean of Students. Brexa will now – with their permission – take their stories to America with her, where she will share it with her community.

During the weekend of 10–12 October 2014, the RC of Wel-Wel introduced 12 learners, who are currently in Grade 10 at the Christiaan Liphoko School, to the project. The learners stayed in the gazellie for the weekend and, in the course of a few days, learned how much power is locked up in their personal stories. They learned that everyone’s story has the power to inspire and empower.

Wel-Wel has been involved in various outreach projects to the community. However, this was the first time that Wel-Wel literally brought the community to their doorstep. This is also not a charitable project. It is uplifted students reaching out to the youth to empower them in order to empower others in turn.

Meanwhile, Brexa also linked the project to the university’s Schools Partnership Project. The programme works through mentorship programmes to uplift previously disadvantaged schools. Hands were also taken with Columba Leadership NGO – financed by Old Mutual.

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