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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

The Shepherd Centre celebrates decade of empowering spiritual leaders

2016-08-01

The Shepherd Centre functions under the auspices of the Faculty of Theology at the University of the Free State (UFS), and arose out of a need for non-denominational adult-learning programmes for those actively involved in the ministry. According to the director, Dr Gerhard Botha, the centre came into being to assist spiritual leaders: “The Shepherd Centre takes on the shepherding responsibility for spiritual leaders of all Christian churches.”

Planning started in 2005, when the need was identified for foundation-phase education in the wider church community. Dr Botha was appointed as the director of the centre in 2006, and given the task of compiling a suitable curriculum. The aim of the curriculum is to enable spiritual leaders to provide current interpretations of scripture for a modern society. From the first handful of students a decade ago, The Shepherd Centre has grown by mid-2016 to 300 adult learners enrolled in the short learning programmes, many of which are catered for at the satellite sites in Kimberley, Koffiefontein, Kroonstad, Qwaqwa/Kestell, Thaba Nchu, Zeerust, and the South Campus of the UFS.

This initiative has extended its reach even further than the boundaries of the Free State. In 2014, Dr Botha and Prof Fanie Snyman, Dean of the Faculty of Theology, visited Ethiopia, and signed an agreement of mutual collaboration with the Full Gospel Church there. In addition, a Shepherds4Africa programme is involved in Christian communities and with Christian religious leaders in several other countries, providing training opportunities to various indigenous churches, with the greater vision of spreading the Word to all countries in Africa and beyond. Dr Botha states that their hope is to provide the tools needed in order to make the community of faith as healthy so as to build its moral fibre.

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