Impacts of Life Events on Retirement Planning

Event Details

Free


Date and Time

Fri, 10 December 2021

13:00 - 14:00


Location

Online via Zoom

Event Details

Free


Date and Time

Fri, 10 December 2021

13:00 - 14:00


Location

Online via Zoom

Event details
+

In Jim Connolly’s session he will be explain why he concentrates on life events when giving an insight into the Retirement Planning Module for the Grad Dip. “Getting a job, getting married, getting fired, getting sick, getting divorced, all have a pensions consequence” he says. Jim will also be giving us a whistle-stop tour of all the very significant pension developments that have taken place this year and will offer some predictions of others to come.

The Professional Certificate in Retirement Planning is a one module programme carrying 10 ECTS. This programme has been designed for those satisfying the Minimum Competency Code (MCC) of the Financial Regulator who wish to progress their knowledge and skills in the specific area of investment and asset management to that of Certified Financial Planner (CFP®), the world’s most widely respected financial planning designation.

The programme integrates both theoretical and practical aspects of investment and asset management. It will provide a detailed examination of the theoretical and practical elements of investment assets, investment markets and market participants. It also provides the first stepping-stone to those considering taking the Graduate Diploma in Financial Planning and the full CFP® designation. The event will be held over Zoom. Please ensure you have access to Zoom in advance of the event taking place. Zoom is available on all PCs, laptops, tablets and Apple or Android devices. The link to join the event will be emailed to registered members on the day of the event.

The registration for the event will close once we reach capacity or at 2pm the day before the event. 

There is 0.5 CPD hours for the following areas:

QFA- Pensions

APA- Pensions

LCOI

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