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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

Accreditation status of the UFS School of Medicine
2016-06-14

This communication is a factual correction of the misinformation and accompanying hysteria that appeared in a local newspaper this past week on the accreditation status of programmes in the Faculty of Health Sciences’ School of Medicine. Here are the facts:
 
1. The flagship programme of the School of Medicine, the MB ChB, was fully accredited by the Health Professions Council of South Africa (HPCSA) through the year 2020. This is the maximum accreditation status that any programme can achieve, and the UFS leadership is extremely pleased with this outcome, as it expresses confidence in the work done by our academics in the School of Medicine. Not only was the basic medical training for new doctors fully accredited, the HPSCA approved an increase in the number of trainee doctors from 140 to 160, and also approved additional training sites in Trompsburg and Kimberley.
 
2. The honours programmes of the School of Medicine received full accreditation as well.
 
3. All the master’s degree programmes in the School of Medicine also received accreditation. The UFS is especially pleased with the significant improvements in the Department of Cardiology, which now has a full complement of staff under the leadership of the highly regarded cardiologist, Prof Makoali Makotoko.
 
4. Four master’s programmes received provisional accreditation, which means that (a) these programmes continue to be taught and (b) outstanding issues, such as inadequate staffing, must be fixed. It does not mean that these programmes will be or are likely to be discontinued.
 
5. It is a fact that staff retire or resign in all schools and departments of any university. It is also true that these departures offer opportunities to bring new academic and professional staff into the UFS. In fact, for the first time virtually every department in the School of Medicine now has a full-time Head of Department and 46 new staff were appointed since January 2015.
 
6. The main employer of academic staff in the School of Medicine is the provincial Department of Health (DoH), and the UFS works very closely and persistently with the Free State DoH to ensure that vacant posts are filled.
 
7. The attacks on the integrity of the outgoing Head of the School of Medicine were malicious. Prof Alan St Clair Gibson did not resign ‘overnight’; his departure has nothing to do with the accreditation status of the School – in fact, he can be proud of this achievement; and he effectively takes up a promotion post in New Zealand as academic Dean at the University of Waikato. Prof St Clair Gibson will be remembered for his leadership in transformation, especially regarding staff and student equity in the School of Medicine, and for securing our programme accreditation. For this, the university is deeply grateful.

Released by:
Lacea Loader (Director: Communication and Brand Management)
Telephone: +27(0)51 401 2584 | +27(0)83 645 2454
Email: news@ufs.ac.za | loaderl@ufs.ac.za
Fax: +27(0)51 444 6393

 

 



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