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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

UFS students should register like this
2004-12-15

Student activities on the main campus of the University of the Free State (UFS) will start next year when first-time entering first-year students will be welcomed by the Rector and Vice-Chancellor of the UFS, Prof Frederick Fourie, on 15 January at 11:00 in the Callie Human Centre on campus.

“The registration process will start on 17 January 2005 when first-time entering first-year students, who applied for admission before 30 November 2005, will start registering. These students may register until 21 January 2005 according to a programme,” said Mr Vernon Collett, Registrar: Academic Student Services at the UFS.

Senior undergraduate students may register from 22-29 January 2005 and postgraduate students, first-time entering first-year students and other students who applied for admission after 30 November 2004 until 15 January 2005, may register from 31 January- 4 February 2005 according to a programme.

According to Mr Collett postgraduate students who applied for admission from 15 January- 11 February 2005, may register according to a programme from 7-11 February 2005. Students who want to change their field of study or want to amend their modules, may do it during this period.

“To ensure an orderly registration process, strict adherence to the registration programme will be maintained,” said Mr Collett.

Applications for the Career Preparation Programme (CPP) close on 21 January 2005 en those for upgrading courses in Education, will close on 2 February 2005.

“Pipeline students from Vista must register on the UFS’s Vista campus on the dates already mentioned and first-year students from Vista must register on the UFS’s main campus,” said Mr Collett.

All registrations will take place daily from 08:00 in the Callie Human Centre on the main campus.

According to Mr Collett a variety of services will be available to students in the Callie Human Centre during the registration – among others advice on bursaries, loans, staff and council bursaries, enquiries for international students, information on class and room tables, student cards, vehicle permits etc.

At the Qwaqwa campus all first-time entering first-year students must report on 17 January 2005, after which the registration of these students will take place according to a specific programme. Application for admission to this campus close on 1 February 2005. First-time entering first-year students will be welcomed by the Rector and Vice-Chancellor of the UFS, Prof Frederick Fourie, on 22 January 2005 at 11:00 in the Nelson Mandela Hall on campus.

Lectures at the UFS’s main campus as well as the Vista- and Qwaqwa-campusses will commence on 31 January 2005.

Prospective students who want to apply or who have any enquiries can call (051) 401-3000 or visit the UFS web site late in December 2004 at www.uovs.ac.za.

A complete registration programme for first-time entering first-year students who registered before 30 November 2004 will appear in Volksblad of 29 Desember 2004.

      Media release
Issued by: Lacea Loader
Media Representative
Tel: (051) 401-2584
Cell: 083 645 2454
E-mail: loaderl.stg@mail.uovs.ac.za
15 December 2004

 

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