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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

State of our campuses: UFS campuses closed until Friday 23 September 2016
2016-09-20

After careful assessment of the situation on the Bloemfontein, Qwaqwa, and South Campuses of the University of the Free State (UFS), and engagement with the Student Representative Council (SRC), the senior leadership decided this morning to close all its campuses until Friday 23 September 2016.

All academic and administrative services on the three campuses have therefore been suspended and will resume again on Monday 26 September 2016. This means that no academic and administrative services will be available and no lectures and/or tests will take place on the three campuses for the rest of the week.

This decision was made after all academic activities were suspended on the Bloemfontein Campus yesterday afternoon because of a growing unease and disruption of some academic activities by groups of students, resulting from yesterday morning’s announcement on tuition fees by the Minister of Higher Education and Training, Dr Blade Nzimande. Although the university management is in favour of peaceful protests, it condemns these disruptions, especially as it took place during an important time in the academic calendar.

The decision to suspend academic and administrative services for the rest of this week was taken with caution, as it will ensure the safety of staff, students, and university property. It will also assist the university management in maintaining stability on the campuses.

Adjustments will be made to the teaching calendar, and students are requested to obtain this information from their respective faculties. No student will be disadvantaged in terms of tests or assignments as a result of the unfortunate closure of the university for the rest of the week.

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