Financial Advice and Planning

Equipping you to provide customers with sound, professional advice.

My studies allowed me to formalise my many years of experience in Retail Banking. I would recommend this to anyone interested in a career in the financial services industry.

Ger White, Permanent TSB - Graduate of the Professional Diploma in Financial Advice / QFA

Professional industry programmes

In order to advise on or sell retail financial products, under Central Bank’s Minimum Competency Code, individuals must be an Accredited Product Adviser (APA) and/or a Qualified Financial Adviser (QFA)

Additionally, financial planners and advisers must have complete knowledge of the fundamental principles underpinning investment products to mitigate customers’ risks. See below our full suite of Financial Advice and Planning programmes, including our Graduate Diploma in Financial Planning, preparing you for the Certified Financial Planner (CFP) designation.