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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

Schoolgirl builds giant Gingerbread house for Children’s Wing Project
2015-11-13


Professor André Venter, Head: Department of Paediatrics and Child Health, Morgan Pelser, and Tertia de Bruin, Project Coordinator: Children’s Wing: UFS Marketing.
Photo: Leonie Bolleurs.

“You have to dream before your dreams can come true.” These words rang true for Morgan Pelser from Bloemfontein when she fulfilled her wish on Tuesday 3 November 2015 at the launch of her ‘big and real’ Gingerbread house.

 

Pelser, 13, said she had the idea of building the gingerbread house over six months ago and began working tirelessly, raising funds for the project. She intends to donate the money raised from this initiative to the Children’s Wing Project at Pelonomi and Universitas Hospitals. It was back in Grade 4 when she had the opportunity to tour through the ICU, neonatal and paediatric wards of the two hospitals, that she saw the need for better equipment and facilities. Pelser hopes to raise R200 000 through the initiative.

 

Professor André Venter, Head: Department of Paediatrics and Child Health at the University of the Free State, said he was greatly humbled by the perseverance and passion shown by Morgan in executing her dream. “I work with children, so I know how resilient they are, but seeing this is amazing. We tend to give up so easily,” he said. He went on to say that the money will be greatly appreciated, as it will be used to provide health-care facilities for children at both hospitals.

 

The launch of the gingerbread house was a huge success. The house is currently outside Coco C at the Loch Logan Waterfront. Members of the public are encouraged to see and taste the giant house, where they can leave a message on the inside of the house. A minimum fee of R20 is requested.

 

Professor André Venter, Head: Department of Paediatrics and Child Health, Morgan Pelser, and Tertia de Bruin, Project Coordinator: Children’s Wing: UFS-Marketing.

Photo: Leonie Bolleurs.

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