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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

Graduates encouraged to emulate the greats
2016-07-06

Description: z 2016 Winter grads Tags: z 2016 Winter grads

The University of the Free State Winter Graduation ceremonies
took place on 29 and 30 June 2016 on the Bloemfontein Campus.

Photo: Johan Roux

Trevor Manuel and Max du Preez among the recipients of honorary doctorates at UFS graduation 

Take up the challenge, make things happen, and emulate the greats. This was the overwhelming theme of messages from speakers to graduates at the Winter Graduation ceremonies of the University of the Free State (UFS).

According to Prof Joel Samoff, Professor in Africa Studies at Stanford University (USA), the graduands are the “new generation of analysts, researchers, and practitioners”, and should “assume the responsibility for keeping your senior colleagues on a productive path.” Prof Samoff, who received an honorary doctorate from the UFS on 30 June 2016, was the guest speaker at the afternoon graduation ceremony on 29 June 2016.

The UFS awarded a total of 482 Master’s and doctoral degrees on 30 June 2016 – 53 doctorates and 429 Master’s degrees – in the Callie Human Centre on the Bloemfontein Campus. On 29 June 2016, diplomas were awarded in the School of Financial Planning Law, as well as certificates and diplomas in education on the South Campus.

“You are smarter
than you think.
Smarter than other
people think you
are, and smarter
than the country
thinks you are.”


Rise above South African standards


According to Prof Jonathan Jansen, Vice-Chancellor and Rector of the UFS, South Africans have become use to a low standard of human decency, entertainment, and academics. He encouraged the graduates to rise above it.

“You are smarter than you think. Smarter than other people think you are, and smarter than the country thinks you are.”

Make impact like honorary doctorates


Dr Khotso Mokhele, UFS Chancellor, asked the recipients of honorary doctorates, Prof Samoff, Max du Preez, Trevor Manuel and Dr Reuel Jethro Khoza, and of the two Chancellor’s medals, Antony Osler and Marguerite van der Merwe (née Osler), to face the graduates at the morning ceremony on 30 June 2016. “I challenge you to look at them and to emulate them,” he said. “May it transform you to be like them in 10, 15 or 20 years.”

Dr Mokhele thanks Prof Jansen as leader


Dr Mokhele made special mention of Prof Jansen, who will step down as Vice-Chancellor and Rector on 31 August 2016, as these were his last UFS graduations. He thanked Prof Jansen for his major contribution to transformation at the UFS. “You are not only a Vice-Chancellor, but also a project leader,” Dr Mokhele said.

 

Click here to see a photo gallery of the graduations.

Click here to see a list of distinctions and special awards.

 

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