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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

Pansalb’s Language Rights Monitor Project launched at the UFS
2007-01-25

 
 Attending the launch of the Language Rights Monitoring Project were, from the left: Mr Edward Sambo (acting head of Pansalb), Prof Engela Pretorius (Vice-Dean of the Faculty of the Humanities at the UFS), Prof Theo du Plessis (Director: Unit for Language Management at the UFS) and Mr Vusi Ntlakana (head of the Free State provincial office of Pansalb).

 
 Pansalb’s Language Rights Monitor Project launched at the UFS
 
The Unit for Language Management at the University of the Free State (UFS), in collaboration with the Pan-South African Language Board (Pansalb), today launched the Language Rights Monitor Project on the Main Campus in Bloemfontein.
 
In accordance with the Pansalb Act of 1995, Pansalb is responsible for the promotion and protection of language rights in South Africa, and is the chief funder of the project.          
 
The Language Rights Monitor Project was initiated in 2002 for a trial period of three years, with the aim of reporting to Pansalb, on an annual basis, on language-rights issues in South Africa, as reflected mainly in the printed media.
 
Since then, three reports have already appeared, covering various aspects relating to language rights, including, inter alia, language-rights complaints, language-rights issues, language litigation, as well as research on language rights in South Africa. Profs Johan Lubbe and Theo du Plessis, as well as Dr Elbie Truter, all associated to the UFS, were responsible for the compilation of the first three reports.
 
During 2006, Pansalb decided to establish the project for an unspecified period of time at the Unit for Language Management at the UFS. It is precisely for this reason that the project is being launched. The South African Language Rights Monitor will henceforth appear annually as a prestige publication of Pansalb, compiled by staff associated with the Unit.
 
However, Pansalb has also decided to further consolidate the project, as a result of the need for a more immediate report, as well as the need to include records drawn from newspapers published in the African languages. It was therefore decided that, as from September 2006, a monthly South African Language Rights Bulletin would also be launched. 
 
Such a bulletin would provide an overview, on a monthly basis, of developments in South Africa concerning language rights, and would enable Pansalb to become more actively involved in crisis situations in which mediation is urgently needed. Two monthly bulletins have already appeared, and were favourably received by Pansalb. During the launch of the project, this bulletin was also introduced to the public for the first time.
 
With the official launch of Pansalb’s Language Rights Monitor project in the Free State, emphasis will be placed on the leading role played by this province, and more specifically by the UFS, in the development and implementation of a multilingual policy.
 
In future, more information on the situation regarding language-rights issues in South Africa will be made available from Bloemfontein, for the benefit of South Africa’s language-rights watchdog, Pansalb, but also for the benefit of other institutions involved in language-rights issues.
 
A constructive contribution will thus be rendered to the cultivation of language justice, an important element of the democratisation process in South Africa.
 
Issued by:
Prof Theo du Plessis
Unit for Language Management, UFS
 
 
Media release
Issued by: Lacea Loader
Media Representative
Tel: (051) 401-2584
Cell: 083 645 2454
24 January 2007

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