Programme Taster- IOB Wealth Management Programmes
Event Details
Free
Date and Time
Tue, 27 September 2022
13:00 - 14:00
Location
LOCATION
Online via Zoom- link will only be available through 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
Tue, 27 September 2022
13:00 - 14:00
Location
LOCATION
Online via Zoom- link will only be available through 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.
Please join Jim Connolly for this taster event for the Level 7 - Professional Certificate in Pensions and Retirement Advice and the Level 8 - Professional Diploma in Wealth Management. Jim is a lecturer on both programmes and will speak about the features and benefits of both.
The programmes are suitable for anyone who either holds an APA in Pensions or the QFA and are the next step along the journey of a career specialising in Pensions or Wealth Management. Students of both programmes will be invited to a professional designation on completion.
As part of the event Jim will also give a taster lecture, relevant to both programmes entitled: "The biggest mistake pensions consultants make when talking pensions"
There is 0.5 CPD hours available to the holders of the following designations:
APA- Pensions only
QFA- Pensions only
LCI
WMP
RPP
Jim Connolly
Head of Retirement Planning for AIB Private Bank and Module Co-ordinator Retirement Planning
Jim Connolly is Head of Retirement Planning 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.
