Finding the Balance – Making gender count in financial planning
Event Details
Free
Date and Time
Thu, 15 June 2023
12:00 - 13:00
Location
Online via Zoom- Zoom link will only be available on IOB Learn
From your desktop
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Scroll down to Quick Links
Under Quick Links click on Events/My Events
Click on My Upcoming Events
Click on your Event card
Click on Open Content to bring you to Zoom
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 the Live Event Card to access the Zoom call
Event Details
Free
Date and Time
Thu, 15 June 2023
12:00 - 13:00
Location
Online via Zoom- Zoom link will only be available on IOB Learn
From your desktop
Login to IOB Learn
Click on Home at the top of the page
Scroll down to Quick Links
Under Quick Links click on Events/My Events
Click on My Upcoming Events
Click on your Event card
Click on Open Content to bring you to Zoom
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 the Live Event Card to access the Zoom call
Women possess a variety of skills and attributes that make them particularly well-suited to a career in financial planning. Women are often more collaborative and relationship-focused in their work, which can be particularly valuable in financial planning where building trust and maintaining long -term relationships with clients is critical. Furthermore, women tend to have a deep understanding of the unique challenges and opportunities that other women face when it comes to managing their finances, such as the gender pay gap, career interruptions and different risk appetites. Join us for a discussion on the role of women in financial planning where we will discuss how the combination of these skills and insights make women uniquely qualified to excel in the field of financial planning and provide valuable support and guidance to their clients, regardless of gender.
Speakers will be:
Margaret Darcy, Head of Education, Financial Services, Funds and Wealth Planning - IOB
Laura DeVoy, Senior Wealth Manager - Goodbody
Kathryn Hannon, Head of Private Clients - Gresham House Ireland
Fiona Haughey, Associate Director, Financial Planning - Davy
Emer Kirk, CEO of FPSB
Michelle O’Keefe, Head of Wealth Advisory - Goodbody
This really important conversation will be hosted by Aine Kerr, Broadcaster.
There are 0.5 CPD hours available for the following designations:
-APA
-QFA
-Registered Stockbroker
-MCI
-PB
-CB
-AMP
-WMP
-RPP
-CBD
-LCI
-FCI Compliance
Emer Kirk
CEO of the Financial Planning Standards Board
Emer Kirk is CEO of the Financial Planning Standards Board, the body in Ireland responsible for the CFP® professional designation and promoting improved standards in personal financial planning; personal financial planner and lecturer.
Prior to this she was an Associate Director in a Wealth Management firm and specialised in providing personal financial planning to private clients.
She is a Certified Financial Planner (CFP®), an Associate of the Institute of Taxation and a Qualified Financial Adviser.
Margaret D’Arcy
Head of Education Financial Services, Funds and Wealth Planning, IOB
Margaret D’Arcy is the Programme Director at IOB for Funds and Wealth Planning. Margaret joined IOB in August 2019 after spending more than twenty years lecturing on both professional and university accounting programmes.
Margaret's career started in retail banking and took her through a variety of roles, including Audit, Project Management and finally Head of Operations Treasury and International.
