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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

Call for campus review and participation into renaming and renewal of statues, signs, and symbols on UFS campuses
2016-08-25

 

The leadership of the University of the Free State (UFS) is issuing a Call for the renaming and renewal of statues, signs, and symbols on the three campuses to staff, students, and alumni.

In line with the founding statement and guidelines of the Naming Committee of Council, The Call will seek to retain the best representations of the history and identity of the UFS over more than a century, while committing to the transformation imperatives of our new democracy so that the totality of statues, signs, and symbols give credence to both the past and the future, all in line with the values of the Constitution of the Republic of South Africa.

Submissions should be made to the
SSSC between 21 July 2016 and 31 August 2016.
Proposals can be delivered to the
office of the Director: Communication and
Brand Management at Room 49,
Main Building, Bloemfontein Campus, or
via email to sssc@ufs.ac.za.

The ‘Guiding Principles’ of the Naming Committee, approved by Council on 8 March 2013, are transformation, reconciliation, excellence, distinctiveness, leadership, comprehensiveness, balance and sensitivity. The Policy of the UFS on Naming and Renaming is available here: http://bit.ly/2aeTLUz; and the Remit of the Naming Committee of the UFS is available here: http://bit.ly/29NXESC.

The Call will give special attention to creative submissions from staff, students, and alumni, such as signs and symbols that reflect our entangled past and place rival memories in critical conversation. Whatever is proposed, our commitment to the Academic Project and the Human Project remain foundations on which inspirational proposals could be based. In the end, a campus that is richly diverse, inclusive, and just in its symbolic infrastructure, would give visible meaning to the university’s commitment to social justice and reconciliation.

All submissions should be made to the Statues, Signs, and Symbols Committee (SSSC) between 21 July 2016 and 31 August 2016. Proposals could be delivered in hard copy to the office of the Director: Communication and Brand Management at Room 49, Main Building, Bloemfontein Campus or via email to sssc@ufs.ac.za.

Proposals will be reviewed by the SSSC, which is a subcommittee of the Naming Committee.

Final proposals will be submitted to Council for consideration at its final meeting of the 2016 academic year. In other words, new statues, symbols and signs – those approved by Council – will be implemented from January 2017.

Submissions could include, but are not limited to, the following: the renaming of streets and buildings; the proposal of new statues and other symbols on campus; the renewal of artwork collections; the reconfiguration of existing statues and symbols; the introduction of memorial gardens; the instatement of new galleries, sculptures, and literary collections; the establishment of prominent academic chairs or annual academic lectures in the name of illustrious figures, etc. Particular attention should be given to new buildings in the process of being built, such as residences.

Finally, it is important that the views and recommendations of all staff, students, and alumni be considered in submissions and that every campus citizen, past and present, has a sense of being able to participate fully and freely in the process.

Released by: Lacea Loader (Director: Communication and Brand Management)
Tel: +27 51 401 3422/2707 or +27 83 645 2454
Email: news@ufs.ac.za | loaderl@ufs.ac.za
Fax: +27 51 444 6393

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