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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

Monkey research attracts international attention
2016-07-11

Description: Monkey research attracts international attention Tags: Monkey research attracts international attention

Prof Trudy Turner from the University of
Wisconsin-Milwaukee and Prof Paul Grobler
from the Department of Genetics at the
University of the Free State, together with one
of the students researching monkey genes.
Photo: Siobhan Canavan

For this year’s Summer School programme, Prof Paul Grobler, from the University of the Free State Department of Genetics focuses on research about the conflict between monkeys and humans in areas where monkeys are regarded as problem animals.

Global expert part of research

This year, Prof Grobler is hosting a group of students and lecturers from the United States of America (USA). The group includes Prof Trudy Turner from the University of Wisconsin-Milwaukee (UWM), a global expert on vervet monkeys. She has been working with the Department of Genetics at the UFS for the past fifteen years, and has also been appointed as an Affiliated Professor in the department.

“The Summer School programme is an opportunity for the American Primatology students to gain practical experience in Africa,” says Prof Grobler.

International interest in Summer School

This year’s Summer School programme involves four lecturers and nine students. The lecturers are from the University of Wisconsin-Milwaukee (UWM), the University of California, Los Angeles (UCLA), Boston University, and Central Washington University.

“We use the genetic information to determine
how monkeys historically infiltrated the
different areas in South Africa.”

This year’s focus is on the genetic structure of the monkeys in South Africa, and research that is being done on the differences and similarities in monkeys from different areas. “We use the genetic information to determine how monkeys historically infiltrated the different areas in South Africa,” says Prof Grobler.

Local nature reserve acting as host

The group will perform field work, including observing monkeys in the Soetdoring Nature Reserve, as well as laboratory work in the department, where they will be assisted by two laboratory technicians.

Two years ago, Prof Grobler and his department tested this idea on a smaller scale, and now they hope to make this a regular event. 

 

 

 

 

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