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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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House Tswelopele hosts first Security Guard Appreciation Day
2015-09-28


Our unsung heroes being honoured for their hard work.

Imagine all access points, residences, and major events devoid of security. Mojaki Mothibi had this unsettling image in mind when he decided to organise and host the inaugural Security Appreciation Day.

Security guards work day and night to create a safe and conducive environment for our students and staff. On Friday 18 September 2015, security guards from the University of the Free State’s (UFS) Protection Services were shown appreciation for keeping the Bloemfontein Campus crime-free.

According to Mojaki, the initiative was also to support the Be Safe campaign, championed by the university’s Department of Communication and Brand Management. 

“I created an Appreciation Day for all the security guards who work so hard to keep us safe, to say thanks, and to ask them to continue keeping us safe,” said the outgoing Tswelopele Prime.

Addressing security guards at the event, Mojaki conveyed a message of admiration. “We appreciate the tenacity that you show and the protection that you constantly provide us with,” he stated.

Thabo Tsautse, a security guard at the university, applauded Mojaki and House Tswelopele as a collective for recognising their efforts as service providers. “This is the first residence in the history of the UFS to appreciate our work,” he said.

The event concluded with members of the residence presenting snack packs to the unsung heroes as a token of appreciation.

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