Wealth Management, Financial Advice and Planning
Professional industry programmes
Addressing the evolving requirements of customers across all sectors
In order to advise on or sell retail financial products, under Central Bank’s Minimum Competency Code (MCC), 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.
IOB has recently launched three new Wealth Management and Financial Planning programmes. These are in addition to our existing suite which includes financial planning, wealth management, retirement planning, pensions advice and asset management. These programmes provide an integrated ladder-of-opportunity for bank staff to progress beyond the Minimum Competency Code (MCC) requirements of the Central Bank of Ireland and address the evolving requirements of customers in this rapidly expanding market sector.
Programmes
Programmes
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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