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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

SRC and student parliament elections declared free and fair

2004-08-17

The Electoral Institute of Southern Africa (EISA) has certified the University of the Free State ’s (UFS) election process today ( Friday 13 August 2004 ) and declared it free and fair.

The process to elect a Student Representative Council (SRC) and Student Parliament started on 2 August 2004 and ended today with the announcement of the results.

“No objections regarding the voting process were received and the preliminary results were announced last night. A total of 2192 votes were cast, while 416 votes were spoilt,” said Mr Seth Phamuli, Chief Electoral Officer (CEO) of EISA.

Mr Alfred Geldenhuys, third year student in B Com Human Resource Management, was declared the SRC President for 2004/2005. Mr Geldenhuys was SRC representative for Campus Matters in 2003/2004.

The other members of the SRC are:

Vice-President: Annelise de Kock (fourth year student in B Sc Dietetics)

Secretary: Michelle du Plessis (third year student in B Sc)

Treasurer: Dida Coetzer (third year student in B Rek)

Academics: Cherese Laubscher (third year student in MB Ch B)

Ladies Internal Liaison: Tanya de Jager (third year student in B Ed Intermediary Phase)

Men’s Internal Liaison: Stef Conradie (third year student in BA Human Movement Science)

Transformation: Clayton van der Ross (second year student in B Com Human Resources Management)

Arts and Culture: AC Geldenhuys (second year student in B Acc)

Recreation and Internal

Affairs: Khotso Motloung (third year student in B Com Accounting)

Campus Services: Sylvanus Watson (fourth year student in B Sc Agric)

Constitutional and

Legal Affairs: Lerato Mofoti (fourth year student in LLB)

Dialogue and

Associations: Owen Kumalo (third year student in B Com Sport Management)

Kovscom: Estel Scheepers (third year student in BA Integrated Marketing)

Sport: Graeme Bradley (second year student in B Com Human Resources Management)

Student Development: Werner du Preez (third year student in B Com Economics)

Irawa: Jeanri-Tine van Zyl (second year student in BA Media Studies)

In the Student Parliament the African Christian Democratic Party (ACDP) and the Kovsie Alliance were each granted seven seats, whilst the Here XVII was granted 11 seats.

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