Financial Planning in a Pandemic Crisis

Event Details

Free to members, ACOI and ISI designates


Date and Time

Wed, 27 May 2020

13:00 - 14:00


Location

Online via My Institute

Event Details

Free to members, ACOI and ISI designates


Date and Time

Wed, 27 May 2020

13:00 - 14:00


Location

Online via My Institute

Event details
+

This programme taster lecture was conducted live on 27 May 2020.

View the recordings here;

Financial Planning in a Pandemic Crisis Part 1

Financial Planning in a Pandemic Crisis Part 2


We are now fully booked for this webinar and registration is closed.

This programme taster lecture will explore developing trends in the delivery of personal financial planning services, in Ireland and internationally, and hypothesise a future changed landscape for professional financial planners.

This is a taster event for the Graduate Diploma in Financial Planning.

The Graduate Diploma in Financial Planning, awarded by University College Dublin (UCD), is a highly regarded postgraduate qualification (level 9), designed for those working in, or who would like to develop a career in, financial planning and wealth management. It is designed for those who wish to develop their financial planning knowledge and skills to the highest international standards.

The programme is specifically designed to provide financial planners with the knowledge and understanding of the applicable regulatory requirements, the mechanisms and purpose of the main investment products and the ability to satisfy their individual clients’ financial planning and investment portfolio needs.

Places for the webinar are limited and the registration for the webinar will close at 10am on the day of the event or earlier if we reach full capacity.

1 CPD hour for;

  • QFA (relevant to Life Assurance, Pensions, Savings & Investments and Housing Loans categories only)

  • APA (relevant to Life Assurance, Pensions, Savings & Investments and Housing Loans categories only)

  • Grandfathers (relevant to Life Assurance, Pensions, Savings & Investments and Housing Loans categories only)

  • Registered Stockbroker (relevant to Life Assurance, Pensions, Savings & Investments and Housing Loans categories only)

  • Professional Banker

  • Chartered Banker

  • LCOI

Paul Grimes

CFP, QFA, M inst Dir

Paul is CEO of Financial Planning Standards Board, the body in Ireland responsible for the CFP® professional designation; Chairman of the Council of FPSB International; personal financial planner; lecturer and non-exec Director. He has held numerous international leadership positions on committees seeking to advance and promote improved standards in personal financial planning.

Paul Grimes