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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

Out of the ordinary lunch with Prof Jansen

2015-08-17

Prof Jansen and the twins pose for pictures after enjoying a laugh and chat at the lunch event.

Numerous sets of twins and a set of triplets were entertained by, and enjoyed lunch with, the Vice-Chancellor and Rector of the university, Prof Jonathan Jansen. Wednesday 12 August 2015 marked an extraordinary day in the Kovsie history book.

The Reitz Hall in the Centenary complex was filled with echoes of laughter as Prof Jansen told “twin jokes” he had Googled earlier for the occasion. Save for the humour, he said that twins and triplets represent a unique bond. “After all, we should be striving for a way of being together,” he said, speaking about the quest for national solidarity.

Sitting in groups of six, and after the introductions, the duos and trio were soon engaged in conversation.

Anita and Mikita Miza, who were sharing a table with Marike and Ilna Marais, told stories from their childhood.

“We did not realise that we were twins until we were in grade one,” said Anita, who is studying the same course as her sister. Mikita is in the second year of her BSoc Science degree, while her twin is a year ahead. She had to remain in Mtata, their hometown, for a year while Anita began her first year. “It was the longest year of my life,” said Mikita.

Marike and Ilna are first years in Physiotherapy and Optometry, respectively. When asked by Prof Jansen what they never share, the non-identical twins were quick to reply: “clothes,” although they still share a room. When they were in high school, fellow learners struggled to believe that Marike and Ilna are twins, because of their distinctly different looks.

The lunch united strangers, who have a unique common bond, and acted as a platform to tell interesting stories that are seldom heard.

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