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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

Team UFS flexes its debating muscles
2015-08-07


Photo: Nkahiseng Ralepeli debates his way to the finals of the English as a First Language category at the UCT Open.

Team UFS flexes its debating muscles

Friday 24 July 2015 marks the day when the University of the Free State Debating Society (UFDS) outperformed the University of Cape Town (UCT) at the UCT 150th anniversary celebration of its debating union.

Representing Kovsies were Zola Valashiya, Ntsapi ‘Neko, Nkahiseng Ralepeli, Lehakoe Masedi, and Thabang Thembani, who fought bravely for a spot in the finals.

Masedi and Ralepeli broke into the semifinals after seven preliminary rounds, eventually winning the competition. The two students were up against three UCT teams, comprising the current National Champions and Pan African finalists.

This follows the debaters’ outstanding performance at the 2015 South African National University Debating Championship (SANUDC), hosted by the University of Venda. The UFDS commemorated a decade in existence by participating in its 10th national tournament.

After nine preliminary rounds, two teams broke into the grand finals of the two categories: English as a second language (ESL) and English as a first language (EFL). Devon Watson and Nkahiseng Ralepeli were the EFL team who fought their way through to the finals, beating UCT and the University of Botswana.

The inaugural Wits Women’s Debate Open (2014) title holders, Lerato Leteane and Lehakoe Masedi, represented Kovsies as the ESL finalists against the University of Nambia. The ladies rose to the occasion, but eventually emerged just one point short of the Namibian team’s four-point win.

Nonetheless, they were satisfied with their competitive skills, utilising the platform to address the lack of female debaters in the Southern African debating circuit.

 

 

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