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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

Three minutes for research

2015-09-07

When you have only three minutes in which to explain an 80 000-word thesis, every second counts. This is what researchers from across the country realised during the first national round of South Africa’s Three-minute thesis competition.

The University of the Free State (UFS) Postgraduate School hosted this international competition on the Bloemfontein Campus, where master’s and doctoral students from 12 universities participated. During the competition, each researcher had to give a presentation on his/her research within three minutes.

Dr Henriette van den Berg, Director of the UFS’s Postgraduate School, and presenter of the two-day competition, said the competition is the ideal platform to teach researchers how to become effective research communicators.

“It is important that researchers should learn to communicate the essence of their research to audiences that aren’t necessarily specialists in the field. They should also be able to emphasise how their research contributes to the success and well-being of communities. Researchers often have to explain to persons who aren’t specialists in their specific research area the reasons why it is important to fund the research, for example, or during a work interview. They should be able to convey the essence of their research effectively in a very short time.”

The 3MT competition, which originated at the University of Queensland in Australia, has in 2010 developed into an international trend since its inception. Currently, the 3MT is presented in Australia, the USA, and the UK.

For the competition, participants are given just three minutes to explain their research. In this time, they have to explain the problem and the methodology, as well as why this research is important. Participants are allowed to make use of only one piece of static imaging material for support.

A panel of judges from the participating universities were selected to assess each presentation, based on how well participants expressed themselves in such a short time, and on their choice of imagery.

Gavin Robinson from the University of Johannesburg, Cameron McIntosh, and Ingrid Alleman, both from the UFS, were the respective winners in the categories for doctoral and master’s students.

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