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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

Kovsies reign FNB Superbowl

2007-05-10

The FNB Super Bowl took place from 26 – 30 April in Potchefstroom.

The Kovsies reigned the tournament in their respective categories.

It was an absolute mega Intervarsity. The following tournaments took place in which Kovsies was represented.

Senior rugby tournament

The Shimlas won their first game against TUT 33-0

In the Semi-final Shimlas lost against Pukke 17-8.

The Shimlas played for third and fourth place against Tukkies and won the game 41-19. Which secured them the third place in the tournament.

The following teams participated in the tournament

Pukke, UJ, Shimlas, Tukkies, Maties, NMMU, TUT, UCT

SA Students team

The following Shimlas were selected for the SA student games:

Steph Roberts (prop)

Drikus Strydom (hooker)

Philip Steyn (lock)

Marlin Ruiters (Scrumhalf)

Marcel du Toit (flyhalf)

Pharmaton Junior Rugby Tournament

The Kovsies u/21 & u/19 teams won their respective tournaments. It is a wonderful accomplishment for the University. The following teams took part in the tournament: Kovsies, Pukke, Tukkies and UJ.

u/21 results

Won Pukke 12-11

Won UJ 22-18

Won Tukkies 47-16

u/19 results

Won UJ 9-8

Won Pukke 25-13

Won Tukkies 25-16

Hostel Rugby Tournament

Reitz and Armentum represented Kovsies. These two teams played against each other in the final which Reitz won 47-0. To have both our hostel teams in the final is an outstanding accomplishment for Kovsies.

The following Universities took park: Kovsies, Pukke, Tukkies and UJ

Reitz results

Won Sonop (UJ): 27-7

Won Patria (Pukke): 11-10

Bastion (Tukkies): withdraw

Won Armentum in the final: 47-0

Armentum results

Won Overs (Pukke): 15-7

Won Afslaan: 49-12

Won Boekenhout: 43-0

Lost against Reitz in the final: 47-0

Hostel Soccer

Veritas represented Kovsies and won Kiaat from Tukkies in the final with 3-1 after a penalty shoot-out.

Hostel Netball

Vergeet-my-nie and Emily Hobhouse represented Kovsies. Vergeet-my-nie lost in the final against Wanda from Pukke17-14.

Hostel Cricket

Vishuis lost in the final against Villagers from Pukke with 5 wickets.

Hostel Hockey

Wag-‘n-Bietjie and Vergeet-my-nie represented Kovsies. Unfortunetly none of them went through to the finals.

We won most of the games against the strongest Universities in the country is an outstanding accomplishment for Kovsies.

Compiled by

Ansu Colditz

Rugby Manager

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