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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

UFS to host one the most prestigious seminars in leadership

2004-09-28

The Business School of the University of the Free State (UFS) will be hosting the Central Region’s screening of the largest global satellite broadcast of the 2004 Living Leadership: Delivering Results the Right Way event.

The event, which will take place on 21 October 2004 from 09:00-16:30 at the Albert Wessels Auditorium on campus, will be up linked from Atlanta, Georgia, USA, and will be broadcasted via satellite to 95 cities in two countries.

“This is a once in a lifetime opportunity for leaders in the Central Region to gain exposure to the pioneers in the international leadership field,” said Prof Helena van Zyl, Director of the UFS’s School of Management.

The global satellite simulcast will bring together a powerful diverse group of the world’s leading business authorities. This includes Mr Donald Trump, chairman of The Trump Organisation; Mr Mikhail Gorbachev, Nobel Peace Prize Winner and former president of the Soviet Union; Mr Jim Collins, speaking on his recent best-seller, Good To Great; Mr Peter Drucker, father of management and author of The Effective Executive; Ms Rosabeth Moss Kanter, professor at Harvard Business School; Mr Ken Blanchard, best-selling author of The One Minute Manager; Mr John C Maxwell, best-selling author of The 21 Irrefutable Laws of Leadership and acclaimed speaker; Mr Russell Simmons, entrepreneur and co-founder of Def Jam Records and Mr Larry Bossidy, co-author of the best-seller, Execution: The Discipline of Getting Things Done.

According to Prof Van Zyl the Living Leadership global satellite broadcast will give attendants exclusive access to the Financial Mail’s Executive Panel. It will also give local executives and renowned leaders the opportunity to share their interpretation of leadership in practical, relevant terms.

Mr Jack Welch’s executive assistant and author of Managing Up, Ms Rosanne Badowski and Ms Caroline Kepcher, an executive vice president to Mr Donald Trump and a lead role on NBC’s hit show, The Apprentice, will join the panel with a special session.

Each of the cutting-edge insights shared by this gathering of world-class leadership authorities will deliver effective benchmarks which teams will use to shape their business outcomes.

The cost is R950,00 per person (group discount is also available) – this includes the receipt of two free issues of the Financial Mail. Tickets are available at Computicket.

For more information on this seminar visit www.livingleadership.co.za or contact Ms Isa Boshoff at 051-4012874 / boshofia.ekw@mail.uovs.ac.za .

Media release
Issued by: Lacea Loader
Media Representative
Tel: (051) 401-2584
Cell: 083 645 2454
E-mail: loaderl.stg@mail.uovs.ac.za
28 September 2004

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