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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

A tale of many cities – new dictionary of place names reveals our heritage
2015-01-28

 

‘The Dictionary of Southern African Place Names’ provides not only the answers, but also gives insight into how our places and our people were shaped. Penned by three academics from the University of the Free State (UFS), it is the fourth edition of this fascinating book.

Prof Peter Raper from the UFS Unit for Language Facilitation and Empowerment, together with his colleagues Prof Theodorus du Plessis and Dr Lucie Möller, created more than a reference book. They provide the reader with deeper understanding of events, our heroes, beliefs, values, fears and aspirations.

Jonathan Ball Publishers describes the book as “the most comprehensive glossary of Southern African towns, villages, railway stations, mountains, rivers and beaches. The 9 000 short entries incorporate data from sources dating as far back as 1486, encapsulating the linguistic and cultural heritage of all the peoples of the subcontinent, past and present.”

And what would the origin of the name Bloemfontein be?

This dictionary provides the following answer.

“Capital city of the Free State and judicial capital of South Africa. It was established in 1846 by Major HD Warden at a fountain on the farm Bloemfontein, originally owned by a Griqua, Mauritz Pretorius. It has been claimed to have been named after a person with the surname Bloem, or in honour of the Khoikhoi chief Jan Bloem, or after an ox with this name. Probably, however, it was named after flowers growing at the fountain, from Dutch bloem, ‘flower’, fonteijn, ‘spring’. The name is thought to be a translation from a Bushman name of which Mangaung is the Sotho adaptation; ma- is the Sotho plural prefix or class marker; the component ngau is comparable to the Bushman word //au, ‘flower’, and the final ng is cognate with the locative demonstrative ?, ‘that (one) there’. Bloemfontein attained municipal status in 1880.”




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