Latest News Archive

Please select Category, Year, and then Month to display items

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

Meet the person behind the new #FaceOfFacebook

2016-05-19

Reuben “R” Davids

The votes have been counted, and we have a winner! After much excitement and a fairly close contest, Reuben “R” Davids emerged victorious from the top five contestants selected by our panel of judges. We chatted with the vibrant and enthusiastic Mr Davids to get a sense of the person who will be our Facebook ambassador for the next year.

What does the “R” stand for?

“Interestingly, some also know me as Vuyo. It's not a name on my birth certificate or anything; I just really like it. And I also coincidentally found out that it means “joy/happiness”, and I do enjoy being happy.”

What is your field of study, and how far along are you?

“I am pursuing a career in the economics field as a third-year BCom Accounting student in the Faculty of Economic and Management Sciences here at the University of the Free State.”

Are you originally from Bloemfontein?

“Yes, born and bred. I've been a Bloem Kid since day one.”

How is it that you ended up here, studying at the UFS?

“The UFS has always been one of my favourite universities. During my high school period, I was constantly exposed to people from my neighbourhood as well as schoolmates who performing excellently here at UFS, and it didn't go unnoticed. So I have always been drawn to the prestige that UFS carries.”

Which residence are you in, and what do you enjoy most about res life?

“I currently stay at home with the family, but for my first 2 years of study I resided at ConLaurês. What I enjoyed the most about res life is the freedom and independence that you get. It also enables one to participate in campus life much easier. It actually helps one grow and mature into the adult you're supposed to become with all the challenges and responsibilities that you're faced with.”

What do you hope to accomplish during your term as the #FaceOfFacebook?

“I enjoy the art of presenting (as well as being an MC), and being the #FaceOfFacebook will enable me to exercise that skill. Also, my interaction skills will be exercised. That being said, I would like to have those skills developed further by the end of my term as #FaceOfFacebook.”

What is your motivation in your studies, in taking part in this contest, and in life?

“I am an adrenaline junkie. I like taking on challenge; so what I normally do is I set a certain goal for myself and then take on the challenge to achieve that goal. That's my number one motivating factor. And I think I'm also inspired by the failures and successes of myself and of those around me.”

Reuben has already been featured in a #PeopleOfKovsies post on Facebook, and appeared in his first Facebook video covering the Open Day on our Bloemfontein Campus.

Back

Economic and Management Sciences

Education

Health Sciences

The Humanities

Law

Natural and Agricultural Sciences

Theology and Religion

Open Distance Learning

Business School

We use cookies to make interactions with our websites and services easy and meaningful. To better understand how they are used, read more about the UFS cookie policy. By continuing to use this site you are giving us your consent to do this.

Accept