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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

UFS launches history book

2007-02-02


Attending the launch of the UFS history book were, from the left: Prof Stef Coetzee, Prof Francois Retief, Prof Wynand Mouton, Mr Pieter Cox (Chairperson on Sasol) and Prof Frederick Fourie (Rector and Vice-Chancellor of the UFS). Profs Coetzee, Retief and Mouton are former rectors of the UFS.
UFS launches history book The University of the Free State (UFS) today launched its history book titled, From Grey to Gold, on the Main Campus in Bloemfontein. “The history of the UFS is one of faith, hope, struggle and determination. The book tells a fascinating story that stretches over a 100 years. It is divided into five main phases, which tells about the growth of the UFS from a poor Free State community to a mature university. Interesting stories about student days, sport, rag and hostel activities are included in each phase,” Prof Frederick Fourie, Rector and Vice-Chancellor said during the launch of the book. “One cannot know where you are going if you don’t know where you are coming from. You have a clearer idea of the issues facing an institution if you know the history. A book like this one is also an important source of reference for staff on the campus,” said Prof Fourie. The first research for the book was done from 1999-2003 by Prof Leo Barnard from the Department of History and a team of researchers. They also compiled the first manuscript. During the last three years, Prof Fourie was closely involved with the writing of the final phase and finishing off the history book project. “It was an honour to be so closely involved with the story of the UFS because now I have a better understanding of the institution, its people, its culture and its way of thinking. For any rector of a university, such an understanding of its institution is a requirement,” Prof Fourie said. The book is partly sponsored by Sasol. During the launch of the book, Mr Pieter Cox, Chairperson of Sasol said the company and the UFS have been partners for 57 years. “Both Sasol and the UFS are striving for excellence – Sasol for excellence in technology and the UFS for excellence in education,” said Mr Cox. “It was an easy decision when the UFS approached Sasol for financial support of the history book. Its a formidable piece of work, something Prof Fourie and the UFS can be proud of,” said Mr Cox. The book consists of more than 500 pages with hundreds of photos and a wide range of supplements of office-bearers, awards and achievements (including national and sporting colours). A timeline framework, putting the history of the UFS in context with the history of the Free State, South Africa and of the world, is also included. Besides the supplements, the history book also tells the story of amongst others the establishment of the UFS; the role of its founding fathers; black pioneers of transformation; the establishment and development of academic departments and faculties; student numbers; pioneers and trends in research; academic entrepreneurs; campus issues and campus politics; interesting facts and stories about student life (rag, intervarsity and cheerleaders, sport and the Springboks, hostel traditions); the admission of black students and anguish about race; language and culture; the development of the Main Campus; the Tickey and the Banana and much more. Emphasis is placed on a very high level of quality. “It is not every day that the university becomes hundred years old and the institution will be measured by the quality of the book. We cannot say the UFS is a university of excellence if the book does not reflect that,” Ms Edma Pelzer, Director: Physical Resources and Special Projects said. Ms Pelzer managed the project as part of the last mentioned part of her portfolio. The search for photographs was an important aspect of the book and it was a big task to find photographs and write captions. It took almost a year to translate and prepare the English edition and almost ten months to ensure the accuracy thereof, especially to correctly translate the typical Free State and UFS terminology and naturally to complete the English manuscript’s layout and proofreading. In the mean time the cover pages were designed and in September 2006 the manuscript went into the final print process. The Afrikaans title is: Van Sink tot Sandsteen tot Graniet. The cost of the book is R380 per copy. Those who already ordered the book will soon receive their copy. Orders can be placed by contacting Mr Dawid Kriel at UFS Marketing on 051 401 3409 or on the UFS web site at www.ufs.ac.za. The book is also available at Van Schaik Book Store on the Thakaneng Bridge, UFS Main Campus and at Fascination Books in Mimosa Mall, Bloemfontein. Media release Issued by: Lacea Loader Media Representative Tel: (051) 401-2584 Cell: 083 645 2454 E-mail: loaderl@mail.uovs.ac.za 2 February 2007

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