Wealth Management 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

New for 2021

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. 

Professional Certificate in Pensions and Retirement Advice (two modules, NFQ 7)

This programme is for anyone interested in developing and building on their previous knowledge and skills in relation to retirement advice. The programme is designed to equip students with the knowledge and communication tools needed to effectively design, develop and communicate retirement advice options to clients.

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Professional Diploma in Wealth Management (two modules, NFQ 8)

This programme is designed to meet the needs of current and future practitioners in the financial services sector in the provision of wealth management services and products. The programme provides a definitive educational pathway for graduates of the Level 7 Professional Diploma in Financial Advice facilitating them in enhancing their personal and professional career ambitions.

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Professional Certificate in Retirement Planning (NFQ 9)

This programme is designed to deepen students’ knowledge of the theory and practice of retirement planning along with enhancing their skills needed to provide retirement planning advice. It is designed to complement IOB current programme offerings in Asset, Investment and Wealth Management advice. It also provides graduates with a pathway to further study – the Graduate Diploma in Financial Planning.

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MCC and future career progression

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.