Graduate Diploma in Financial Planning/CFP Information Event

Event Details

Free


Date and Time

Thu, 21 July 2022

13:00 - 14:00


Location

Online via Zoom- Zoom link will only be available on 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, 21 July 2022

13:00 - 14:00


Location

Online via Zoom- Zoom link will only be available on 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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This is a programme taster event for the Graduate Diploma in Financial Planning (CFP).

The Certified Financial Planner™ (CFP®) designation is the leading international designation for Financial Planners worldwide.


In this session, we will cover:

  • Why do the Graduate Diploma in Financial Planning

  • Course outline – 6 modules

  • The benefit of it to your career

  • The types of careers it’s important for

  • CFP Designation

There is 0.5 hours available for the following designations:

  • QFA (Life Assurance, Savings and Investment, Pensions, Loans and Consumer Credit),

  • APA (Life Assurance, Savings and Investment, Pensions, Loans and Consumer Credit), Registered Stockbroker (Life Assurance, Savings and Investment, Pensions, Loans and Consumer Credit)

  • Professional Banker

  • Chartered Banker

  • LCI

  • MCI

Jim Connolly

Head of Pensions, Goodbody

Jim Connolly is Head of Pensions Technical with Goodbody and is also Module Coordinator for the Retirement Planning module on the Graduate Diploma in Financial Planning with IOB.

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