An Introduction to Wealth Management

Event Details

Free


Date and Time

Thu, 9 June 2022

13:00 - 14:00


Location

Online via Zoom - link will only be available in IOB Learn

From your desktop

  • Login to IOB Learn
  • Under 'Quick Links' click on 'Events' on the left hand side
  • Click on 'My Upcoming Events' then on the Zoom Details

From IOB Learn App

  • Click on the middle icon at the bottom of the screen (looks like a compass dial)
  • Scroll down to Content Channels, under this is 'Events', click on 'Events'
  • Scroll down to 'My Upcoming Events'
  • Click on the event then click on Register to access the Zoom details.
Event Details

Free


Date and Time

Thu, 9 June 2022

13:00 - 14:00


Location

Online via Zoom - link will only be available in IOB Learn

From your desktop

  • Login to IOB Learn
  • Under 'Quick Links' click on 'Events' on the left hand side
  • Click on 'My Upcoming Events' then on the Zoom Details

From IOB Learn App

  • Click on the middle icon at the bottom of the screen (looks like a compass dial)
  • Scroll down to Content Channels, under this is 'Events', click on 'Events'
  • Scroll down to 'My Upcoming Events'
  • Click on the event then click on Register to access the Zoom details.
Event details
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Join Jim Connolly for an information session on IOB's suite of Retirement and Wealth Management programmes, where there are programmes available at Level 7, Level 8 and Level 9.

Jim will provide information on the Level 7 Professional Certificate in Pensions and Retirement Advice, the Level 8 Professional Diploma in Wealth Management and the Level 9 Certificate in Retirement Planning. He will also be happy to answer any questions you might have on any of these programmes.

Jim is the lecturer on the Retirement modules across the suite of programmes and specialises in delivering his lectures in a practical and engaging way, so that the examples used can be applied to real-life situations.

Jim Connolly

Head of Retirement Panning for AIB Private Bank and Module Co-ordinator Retirement Planning

Jim Connolly is Head of Retirement Panning for AIB Private Bank, and is Module Coordinator for the Retirement Planning module in the CFP designation.

Jim has held many senior roles in the industry and is widely regarded as one of Ireland's leading pension consultants. He has a reputation for challenging the norm and is regularly featured in the media on pension related issues.

Jim Connolly