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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

UFS researcher engineers metal surfaces
2015-03-03

Shaun Cronjé, a PhD student, in a surface characterisation laboratory at the UFS.

It is well known that the surface of a component is much more vulnerable to damage than the interior, and that surface-originated degradation such as wear, corrosion, and fracture will eventually destroy the component.

“Engineering the surface, based on scientific knowledge, is essential to control these damaging processes. It also creates electronic and geometric structures on the surface which opens up a world of new devices, especially considering the properties on the nano-length scale,” said Prof Wiets Roos from the Department of Physics at the University of the Free State (UFS).

At elevated temperatures, atoms are more mobile and can migrate to grain boundaries and surfaces, which have a major influence on material properties. The redistribution of solute atoms between the surface and the bulk of the material is known as segregation. Knowing the behaviour of segregation at the surface/environment interface can be very useful in the development of new materials. As an example materials can be improved higher efficiency and lower fuel consumption, thus reducing environmental pollution.

The main aims of Prof Roos’s research are to understand surface segregation, use it as a tool, and contribute to the various surface engineering fields.

The surface characterisation laboratories at the UFS are well equipped to do high temperature segregation measurements, and have already proven a success, not only in the ability to prepare the specimens for characterisation, but also in developing models and procedures to quantify the segregation parameters.

The most recent results have demonstrated the importance of taking evaporation into account during quantification.” This has laid the foundation for future studies by installing the necessary hardware in a surface characterisation spectrometer, establishing experimental protocols, and improving an existing model (developed in this laboratory) for simulating segregation profiles,” said Prof Roos.

Segregation parameters allow the researcher to predict and utilise the surface concentration behaviour as a function of temperature and time. “This not only contributes to fields involving corrosion, oxidation, sintering, wear, chemical poisoning, powder metallurgy, and lubrication but adds to the development of self-healing devices,” said Prof Roos.

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