Gateway to CFP® designation

Become a CFP with IOB and UCD

CFP® certification is the world’s most widely respected financial planning designation

The prestigious designation marks the Certified Financial Planner™ practitioner as being professional, competent and ethical to the highest global standards.

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Flexible routes to attaining the Graduate Diploma in Financial Planning

The Graduate Diploma in Financial Planning is the primary route to attaining the CFP® designation, however we also offer some flexible routes for you to attain the Graduate Diploma in Financial Planning award via a series of bitesized Professional Certificates and a Diploma accredited by UCD.

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Financial Advice & Planning

Programmes

Programmes

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Financial Advice & Planning

Find out about each of the CFP Gateway Programmes, all accredited by UCD

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Find out about each of the CFP Gateway Programmes, all accredited by UCD

Level 9

Graduate Diploma in Financial Planning

Designed for those who wish to develop their financial planning knowledge and skills to the highest international standards.

6 Modules
Level 9

Professional Diploma in Financial Planning

Designed for those working in, or who would like to develop a career in, financial planning and wealth management.

3 Modules
Level 9

Professional Diploma in Financial Planning

Designed for those working in, or who would like to develop a career in, financial planning and wealth management.

3 Modules
Level 9

Asset Management

This is the sole programme in Ireland that satisfies the educational requirement for the IOB Asset Management Professional (AMP) designation.

1 Module
Level 9

Retirement Planning

Designed to meet the needs of individuals within the financial services sector who are responsible for the provision of retirement planning advice.

1 Module

News

IOB launches new Sustainability Strategy 2023-2026

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2023/2024 IOB Prospectus – new programmes launched

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New Professional Diploma in Sustainable Finance Reporting & Disclosures...

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ESG jobs for financial services professionals: expect serious growth

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Latest insights and events

Stay up to date with our latest insights

View all insights View all events

News

IOB launches new Sustainability Strategy 2023-2026

News

2023/2024 IOB Prospectus – new programmes launched

News

New Professional Diploma in Sustainable Finance Reporting & Disclosures...

News

ESG jobs for financial services professionals: expect serious growth

Member Testimonial

"It's given me confidence to go on and apply for roles within my organisation"

Paddy Dandy

Aisling Dodgson
Member Testimonial

IOB courses provide meaningful credentials that demonstrate ongoing dedication to professional development. The courses, learning site, materials, lecturers and fellow participants allow you to build your support structure and extend your network.

Aisling Dodgson

Sean Healy
Member Testimonial

I have been a member of the IOB for many years…I recommend that every person working in the financial services industry in Ireland should join IOB as it will help you to grow and develop your career in banking.

Sean Healy

Celebrating 125 years of learning

1898 | 2023

IOB was founded in 1898 by a small group of financial services professionals. Today we are Ireland's largest professional membership community.

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Registered Number: 197171

Registered Charitable Organisation Charity Registration Number: 20026950 CHY Number: 10530

The Institute of Bankers in Ireland (a company limited by guarantee) trading as IOB

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