Pensions and Investments uncovered
Event Details
Free
Date and Time
Thu, 17 August 2023
13:00 - 14:00
Location
Online via Zoom- Zoom link will only be available on IOB Learn
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Under Quick Links click on Events/My Events
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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'
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Event Details
Free
Date and Time
Thu, 17 August 2023
13:00 - 14:00
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
< Go to all events
Register
This is a programme taster lecture for the (NFQ Level 9) Graduate Diploma in financial Planning (6 modules with 60 ECTS) and our new Professional Diploma in Financial Planning (3 modules with 30 ECTS). These programmes are 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 financial planning and provide a gateway to the prestigious of Certified Financial Planner (CFP®), the world’s most widely respected financial planning designation.
Registration for this event will close at midnight the night prior to the event or when it reaches capacity.
There is 1 CPD hour available for the following designations:
-QFA (Savings and Investments & Pensions only)
-APA (Savings and Investments & Pensions only)
-RS (Savings and Investments & Pensions only)
-LCI
-RPP
Gary Connolly
Head of Investment Advisory & Execution Only
Gary is an investment Director in the investment team within Davy. He joined Davy in 2014 when Davy acquired his investment consulting business iCubed (set up in 2010), which he was appointed Managing Director of until 2018. Gary now heads up the investment advisory function within Davy and works with advisers and their clients in designing and implementing investment portfolio solutions.
Gary is a regular commentator in the media on investment topics and writes a monthly column in the Sunday Times money section. Gary holds a Masters in Economics from UCD.
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.
