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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

Contemporary Modes of Othering at UFS this May

2015-05-18

The Centre for Africa Studies at the UFS is hosting an interdisciplinary project on the Bloemfontein Campus from 20-22 May 2015.

The project, entitled Contemporary Modes of Othering: Its Perpetuation and Resistance, will look at different perspectives, representations, and art forms of otherness, how it is perceived, and how it is resisted.

The programme, which will run over three days, is as follows:

Wednesday 20 May at 19:00

Official Opening of Exhibition: ‘Representations of Otherness and Resistance’
Johannes Stegmann Art Gallery, Sasol Library
Opening: Prof Lucius Botes
Speaker: Ms Annali Dempsey, Curator UJ Art Gallery
Exhibition will run from 21 May to 19 June 2015

Thursday 21 May

10:00-11:00
Critical Dialogue: ‘Representations of Otherness and Resistance’
Johannes Stegmann Art Gallery (Facilitator: Prof. Gobodo-Madikizela)

11:30-13:00
Roundtable: ‘Music, Resistance, and the Residue of Race’
Odeion School of Music, Odeion Room 6

14:00-15:00
Seminar: ‘Reading the Past across Generations through the Image of the Hector Pieterson Iconic Photograph: Shaping of a New Consciousness’
Prof Gobodo-Madikizela, FGG 201

16:00-17:00
Seminar: Living Motswako, Centre for Africa Studies
President Steyn Annex Building, Committee Room (ground floor)

18:00-20:00
Africa Day Memorial Lecture ‘Youth Protests and Political Change in Africa’
Prof Alcinda Honwana, CR Swart Auditorium

Friday 22 May

10:00-11:00
Seminar: ‘Collectively Born (Un)free’, Prof. Steyn Kotze, FGG 201

11:00-11:30
Tea/Coffee Break, Scaena Foyer

11:30-12:30
Visual Presentation: ‘Linguistic Tokenism and Branding through Art in SA Advertising’
Prof Van Niekerk & Dr Conradie, Scaena Foyer

12:30-13:30
Performance: ‘Playland’
Scaena Teatre (Facilitator: Mr Willem Ellis)

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