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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

'Structures of Dominion and Democracy' by David Goldblatt at the Johannes Stegmann Art Gallery

2015-08-03

Photograph by David Goldblatt, On August 16 2012 South African Police shot striking mineworkers of the Lonmin platinum mines, killing 34 and wounding 78 within a radius of 350 metres of this koppie, where the men used to meet. Seventeen of the men, seeking shelter among boulders from police fire, were shot with seemingly lethal intent, some with their hands up in surrender, none were given medical assistance for their wounds. Beyond is the Lonmin smelter, which stood idle during the strike. Marikana, North-West Province, 11 May 2014.

The University of the Free State, in partnership with the Goodman Gallery, presents the exhibition, 'Structures of Dominion and Democracy', by renowned South African photographer David Goldblatt.

This exhibition, which runs from 13 July to 7 August 2015 on the Bloemfontein Campus, is dedicated to the series, “Structures”, one of the major bodies of works by Goldblatt. For over three decades, Goldblatt has travelled South Africa, photographing sites and structures weighted with historical narrative: monuments, private, religious and secular, which reveal something about the people who built them. These sites allow us a glimpse into the everyday. Each place is a repository, a landscape containing an epic story that has involved whole communities: the experience sometimes told through the memorialising of remarkable individuals.

The exhibition, Structures of Dominion and Democracy, traverses two distinct eras in South Africa history. As Goldblatt explains: "Over the years, I have photographed South African structures, which I found eloquent, of the dominion which Whites gradually came to exert over all of South Africa and its peoples. That time of domination began in 1660 when Jan van Riebeeck ordered a cordon to be erected of blockhouses and barriers that would exclude the indigenous population from access to the first European settlement in South Africa and its herds, lands, water, and grazing. The time of domination ended on the 2nd of February 1990, when, on behalf of the government and the Whites of South Africa, President FW de Klerk effectively abdicated from power. Beginning in 1999 and continuing to the present, I have photographed some structures that are eloquent of our still nascent democracy. In the belief that, in what we build we express much about what we value, I have looked at South African structures as declarations of our value systems, our ethos.”

Johannes Stegmann Art Gallery, UFS Sasol Library
University of the Free State
206 Nelson Mandela Ave
Bloemfontein

Gallery hours:
Monday to Friday 08:30 – 16:30

Entrance: Free
Enquiries: 051 401 2706, dejesusav@ufs.ac.za

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