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.

New for 2021/2022

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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Noel Melvin – an appreciation

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New dedicated studio opens to deliver blended online learning to student...

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Meet a member - Angela Smith LIB QFA

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Meet a member of our team - Karl Mallin

Latest insights and events

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View all events

Latest insights and events

View all insights
View all events

News

Noel Melvin – an appreciation

News

New dedicated studio opens to deliver blended online learning to student...

News

Meet a member - Angela Smith LIB QFA

News

Meet a member of our team - Karl Mallin

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