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.
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 Retirement Planning 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.
