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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

Prof Mary Kay Blakely from the Missouri School of Journalism (USA) speaks about the age of misinformation
2015-03-10

 

Prof Mary Kay Blakely  

Living in an age where misinformation is as common as loadshedding in South Africa, we all tend to ask who we can trust when reading or hearing the news media.

Prof Mary Kay Blakely from the Missouri School of Journalism (Columbia, USA) presented a public lecture recently entitled The age of misinformation: Who do you trust? at the UFS. She stressed the point of how, with the social media revolution and the rise of the citizen journalist, our news interests of old are being fed by many more new channels, influences, and opinions. This leaves us to question what is still true and what is still objective

For example, Blakely mentioned that “gossip, scandal, and celebrities have always been our fascination – even more so today.”

“But nowadays, we have to become even more critical thinkers.”

During Blakely’s presentation, she stated the harsh reality that objectivity is extremely difficult. True objectivity, which means keeping  yourself completely out of the story you cover, is virtually impossible.

“It is not just about covering both sides of the story. Often, there are far more sides to a story than just two, probably even five.”

Therefore, it comes down to fairness, balance, and truth, which are really important in covering a story. Hence, it is the obligation of the media to be fair, balanced, and truthful while recognising their own biases. 

Prof Mary Kay Blakely – Short Bio:

Prof Mary Kay Blakely is the author of the critically-acclaimed books Wake Me When It's Over, American Mom and Red, White and O So Blue. Her essays on social and political issues have appeared in The New York Times, The Washington Post, Mother Jones, LIFE, and Vogue, among others.

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