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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

Kovsie Tennis team defends proud USSA record in Cape Town
2015-12-01


In 2014, Kovsies won gold at the USSA Tennis Tournament for the eighth consecutive time. Six players from last year's 12-man squad are in 2015 in Cape Town again available. Photo: Johan Roux

Duke Munro already has six gold medals from the USSA Tennis Tournament in his cupboard, and the Kovsie Tennis team would wish to bid him farewell in a fitting manner during what will probably be his last tournament in Cape Town.

This year's tournament, taking place from 30 November to 4 December 2015, will probably be Munro's last, since he is completing his Master's degree in Quantity Surveying at the University of the Free State (UFS).

He has competed in the USSA Tournament since 2009, and would like to help his team defend its proud record.

UFS aim for ninth consecutive title

Kovsies have won gold at the USSA Tournament for the last eight years. They are the only team who have been able to win the tournament since the combined format was adopted in 2010. In 2007 and 2008, their Women's team won the tournament, and in 2009, their Men's team.

Kovsies will play in group matches against the Universities of Venda and Wits on 30 November 2015, against the University of Cape Town's (UCT's) second team on 1 December 2015, and against UCT's first team on 2 December 2015. The cross and knockout matches will be played on 3 and 4 December 2015.

Other sporting codes

The Sevens Rugby team from the UFS will compete in the USSA Tournament in George on 30 November and 1 December 2015.

For the past two years, the team has won bronze, and will be playing three league matches on 30 November 2015 against the North-West University's Vaal Campus, Nelson Mandela Metropolitan University's Port Elizabeth Campus, and the Vaal University of Technology.

Kovsies are the current Varsity Sevens Champions after winning the title in Cape Town in April 2015.

Ten Kovsie swimmers took part in the USSA Tournament in Johannesburg from 28 November to 30 November 2015. Last year, Kovsies came third, but unfortunately some of their leading swimmers were unable to take part this year.

The Kovsie Table tennis team will participate in the USSA Tournament in Kimberley from 30 November to 4 December 2015.

Most of the USSA Tournaments in the other sporting codes were either postponed or cancelled because of the recent nationwide student protests. As a result of the protests, exams were written later, and tournaments would have taken place during the holidays.

Only the tennis, table tennis, Sevens rugby, swimming, and cricket B Division in East London will continue.

The USSA Soccer Tournament, to take place at the UFS and the Central University of Technology in Bloemfontein, was postponed until March 2016.

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