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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

Horse-riding therapy improves self-confidence in children

2016-05-10

This group of Honours students in Psychology at the University of the Free State was honoured with the best postgraduate Service Learning award at the prize-giving function of the Faculty of the Humanities. From the left are Adriana de Vries, Hershel Meyerowitz, Simoné le Roux, Wijbren Nell, Melissa Taljaard, and Gerán Lordan. Photo: Marizanne Cloete.

Horse-riding therapy helps to improve self-confidence in children, and changes their perception of themselves. It puts them in a totally new environment where they can be free of any judgement.

According to Wijbren Nell, who achieved his Honours degree in Psychology at the University of the Free State (UFS), this is the ideal therapy when working with children with disabilities. He said it was amazing to see how they developed.

He was part of a group of Honours students in Psychology who received the best postgraduate Service Learning award in the Faculty of the Humanities for their community project. In 2015, this project by Wijbren, Hershel Meyerowitz, Gerán Lordan, Melissa Taljaard, Simoné le Roux, and Adriana de Vries, was part of their module Community and Social Psychology. They were honoured at the Faculty’s prize-giving function on 15 April 2016.

Purpose of project

“Our purpose with the project was to demonstrate to the children that they could still accomplish something, despite their disabilities,” Wijbren said. The students work on a weekly basis with learners from the foundation phase of the Lettie Fouché School in Bloemfontein. Marie Olivier’s Equistria Therapeutic Development Trust serves as the site for the community project. She has a long standing partnership with the UFS.

Horse-riding and therapy

According to Wijbren, the idea was to stimulate the psychomotor functioning of the children, as well as to promote their psychological well-being. He said research has shown that there is incredible therapeutic value in horse-riding. In this specific case, it has improved the children’s self-confidence, as they may have a poor self-image as a result of their disabilities.

“At the beginning of the year, there was a girl who didn’t even want to come close to a horse, let alone getting onto the horse. We kept on trying, and, once she was on the horse, we couldn’t get her down. This was the amazing thing about the project,” said Wijbren.

Award a surprise

Wijbren said the award was a honour and surprise to his group. He was full of praise for Dr Pravani Naidoo, a lecturer in Psychology at the UFS, who coordinates the therapeutic horse riding project. “She has a tremendous passion for this project, and challenged us to think on our feet. She is a real inspiration.”

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