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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.” 

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Veritas and Marjolein take Sêr champion’s title
2015-08-11

Veritas
Photo: Johan Roux

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Following zealous performances during the rotations from 3-6 August 2015, Veritas and Marjolein made the cut to the finals, subsequently emerging as the Kovsie Kleinsêr (Sêr) 2015 champions.

This year’s Sêr had 10 male and 14 female residences competing for a limited number of places in the finals. With only five and six spots available, respectively, the competition was extremely tough.

The University of the Free State’s cultural calendar culminated in a taxing final battle on Saturday 8 August 2015, by courtesy of MacDonalds Bloemfontein. Veritas, Vishuis and Armentum from the male section as well as Marjolein, Sonnedou, and Roosmaryn contending as female counterparts sent a rhythmic ripple across the Bloemfontein Campus.

With these residences occupying the top three spots, adrenaline reached maximum levels as the groups competed for the crown and a place in the nationals. Spectators at the sold-out music event experienced world-class entertainment in all three venues: the Albert Wessels Auditorium, the Odeion, and the Kovsie Church.

On 29 August 2015, the champions are scheduled to test their strength against the universities of Pretoria, the North West, and Johannesburg at the nationals. The Stellenbosch University is to host this year’s Kleinsêr national competition, where the best will be crowned as South Africa’s Klêinser kings and queens.

 

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