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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

Pursuit of excellence a strong focus for incoming UFS Vice-Chancellor
2017-02-06

Description: Official opening 2017 Tags: Official opening 2017

Prof Francis Petersen, the incoming
Vice-Chancellor and Rector of the UFS,
shared his future plans for the university
with staff during the official opening.
Photo: Johan Roux

Video clip
Photo gallery

The newly elected Chairperson of the UFS Council, Mr Willem Louw, and Prof Francis Petersen, the incoming Vice-Chancellor and Rector of the UFS, were welcomed at this year’s official opening of the academic year which took place at the Bloemfontein Campus of the University of the Free State (UFS) on 3 February 2017.  

Prof Petersen, who will start his tenure at the UFS on 1 April 2017, was introduced to staff by the Acting Rector, Prof Nicky Morgan. Prof Petersen shared his future plans for the UFS with staff.

His vision for the UFS spells excellence. Among others, he seeks to establish an academic culture of excellence, underpinned by the pillars of diversity and inclusivity. “It is important that there should be respect for different convictions,” he said.

“The UFS should be a place where everyone feels welcome; a strong sense of belonging is needed. Staff and students should feel that they would like to make a contribution to make the UFS a strong university,” he said.

In order to address the institutional climate issue, Prof Petersen suggests that attention be given to the curriculum as well as transformation of the research culture. Research outputs should be expanded and diversified. Inclusivity from a community engagement perspective is also needed. “The things we are good at and in which we excel should be the anchors impacting our academic enterprise,” he said.

In terms of the physical environment, he said that spaces should be welcoming for students. “It is important that we sit with students to get their views and listen to their concerns,” Prof Petersen said.

To promote transformation at the university, the UFS management team is busy working on an integrated transformation plan to be submitted to Council in June 2017. As part of this process, consultations will be held with staff and students in order to incorporate their perspectives and convictions in the plan as well.

“It is important that there should be
respect for different convictions.”

Furthermore, it is important for Prof Petersen that the Qwaqwa and South Campuses should be more integrated with the Bloemfontein Campus. “The UFS is one university with three locations. The fact that it is one university should be reflected in our actions, attentions, and thoughts. Although there are geographical differences, all three campuses should receive the same resources and should deliver the same quality outputs,” he said.

Prof Petersen ended his speech by returning to the importance of academic excellence. “With the Academic Project we always strive for excellence. To achieve academic excellence, the focus is on both academic and support staff. In order to reach our goal, all staff should produce work of superior quality,” he said.

“I am a good listener who is outcome driven, with a vision that includes: diversity, inclusivity, academic excellence, and innovation”, Prof Petersen concluded.  

 

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