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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

UFS establishes a Postgraduate office

2007-07-18

The University of the Free State (UFS) will establish a postgraduate office that will serve as a one-stop service for the co-ordination of academic support services for postgraduate students.

According to the Director: Research Development at the UFS, Prof Frans Swanepoel, the primary purpose of the Postgraduate Office is to provide co-ordination and support services for postgraduate students and postdoctoral fellows, as well as academic staff across the University.

“Guided by values such as intellectual inquiry, innovation, collegiality, integrity and efficiency, the Postgraduate Office will seek to foster a challenging, inclusive and supportive environment for postgraduate teaching, learning, research and scholarship; and will strive to engage students in the vibrant life of a research university”, Prof Swanepoel said.

All sectors of the University, namely students, faculties and staff, stand to benefit from the establishment of this office. Amongst other benefits for these sectors, postgraduate students and postdoctoral research fellows will have their interests promoted in synergy with faculty and departmental facilities. On the other hand, the office will provide a critical resource to the faculties in the form of a single database of postgraduate students, postgraduate topics, supervisors and funding opportunities. Furthermore, it will serve as a useful resource and base for training and information for younger and less experienced staff members.

The establishment of this office will be undertaken in two phases. The first phase will focus on the most critical areas that will make an immediate impact and the second phase on those areas that are not as urgent.

Areas that will be prioritised include the appointment of a manager and co-ordination of stakeholders, the provision of information and communication, useful resources for the UFS, policy administration and monitoring, postgraduate supervisors’ facilitation, recruitment activities, advice and referral, and postgraduate scholarship and bursary management.

The less urgent components of the office will be the development and implementation of academic and professional support programmes, the formation of a research information commons to create an integrated learning environment for postgraduate students, and the development of a postgraduate association or a postgraduate students’ liaison committee to provide a recognised channel of communication between postgraduate students and the University authorities.

The Postgraduate Office will form a vital component of the Directorate Research Development (DRD) at the UFS because of its experience and a noteworthy track record with regard to a facilitative and co-ordinating role that would be essential for the office.

“Establishing the Postgraduate Office as part of the Directorate would give the Centre the necessary links to the research-related issues that are important to most of the postgraduate students at the UFS. Of essential importance will be the linkages with the full spectrum of Strategic Clusters”, Prof Swanepoel explained.

“An important component of the Postgraduate Office will be related to international students and international opportunities for UFS postgraduate students. As the Office for Internationalisation has similarly been placed within the Directorate, the work of the Postgraduate Office will be facilitated by similar placement within the same Directorate”, he concluded.

Media release
Issued by: Mangaliso Radebe
Assistant Director: Media Liaison
Tel: 051 401 2828
Cell: 078 460 3320
E-mail: radebemt.stg@mail.ufs.ac.za
18 July 2007

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