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

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Top questions on becoming a Qualified Financial Adviser (QFA)

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QFA designates with IOB to be granted European Financial Advisor™ design...

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Navigating the current economic climate: Key takeaways from the CBD Conf...

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Meet the QFA leading a social finance movement in Ireland

Latest insights and events

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Latest insights and events

Related News & Insights

View all insights
View all events

News

Top questions on becoming a Qualified Financial Adviser (QFA)

News

QFA designates with IOB to be granted European Financial Advisor™ design...

News

Navigating the current economic climate: Key takeaways from the CBD Conf...

News

Meet the QFA leading a social finance movement in Ireland

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