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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

Soetdoring/Kagiso pair-up wins 2015 Stagedoor
2015-03-03

With a new format and residences mixing it up, the 2015 Stagedoor proved to be a success yet again, leaving Soetdoring and Kagiso with the spoils of victory.

Stagedoor (the annual first-year residence stage and serenade competition) saw a change of format this year where residences were combined to perform in a few number of outdoor venues for rotations.

Prior to this, Residence CoRC Cultures expressed much concern regarding the co-operation that might (or might not) be achieved with working with other residences. These were all early stage fears. However, as their preparations progressed there seemed to be a glint of light at the end of many groups’ tunnels.

Seven diverse and combined groups made it through to final, namely;

• Vishuis and Tswelopele,
• Karee and Armentum,
• Sonnedou and NJ van der Merwe,
• Soetdoring and Kagiso,
• Roosmaryn and Vergeert-My-Nie,
• Villa Bravado and Madelief, and
• and Veritas and Marjolein.

The finals proved that the efforts and sleepless nights of RC Cultures, first-years, composers, and other behind-the-scenes contributors can really make any situation work.

As always, the crowd was blown away by the musical and vocal talent of first-years, as some compositions gave the audience goose bumps, leaving them asking for more. All in all, the evening created a frenzy, causing residences to interact whereas they would have never done so before.

According to the Student Affairs’ Arts and Culture office, the aim behind the new format was to break the barriers between residences. Arts and Culture were also pleased as to with how the RCs worked around accommodating their partners and ensuring maximum co-operation, despite some challenges.

As the night neared its closeclosing, residences were chanting their names and showing their pride in their first years’ performances.

2015 Stagedoor final results:

1. Soetdoring and Kagiso
2. Roosmaryn and Vergeet-My-Nie
3. Vishuis and Tswelopele

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