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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

Prestige scholar, Oliver Mutanga, to continue research at University of Pavia through CICOPS scholarship
2014-12-19

 

Oliver Mutanga has been awarded a 2015 CICOPS scholarship – one of only ten researchers world-wide to be afforded this opportunity. The scholarship enables Mutanga to visit the University of Pavia in Italy from January to March next year to expand his research.

As a second-year PhD student taking part in the Vice-Chancellor’s Prestige Scholars Programme, Mutanga is well on his way to achieve his goal of becoming an internationally-recognised scholar. He is currently conducting his research at our Centre for Research on Higher Education and Development under the supervision of Prof Melanie Walker and Dr Lis Lange. In his PhD, Mutanga examines the processes through which disabled students make their educational choices and negotiate different socio-cultural and institutional structures in higher education.

During his stay in Italy, Mutanga will work with Prof Enrica Chiappero-Martinetti on the intersectionality of disability, disadvantage and other social variables. “I will also present lectures and seminars on my PhD work at Pavia University and meet with other young capabilities approach scholars,” Mutanga says.

There is a growing acknowledgement nationally and internationally that there is limited data and understanding of the framing on disability issues. As such, data on the experiences of disabled students in higher education is important and timely in preparation of the Post 2015 Development Agenda.

Mutanga’s preliminary analysis challenges the popular discourse that is so common in South African higher education debates that they receive unprepared students into their institutions. The data seems to indicate the opposite, though: that it might be the institutions that are underprepared to receive diverse students. The study advocates for a capabilities-based conception of student equity that focuses on the widening of opportunities for all students within higher education to pursue what they have reason to value.

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