Progress your career as a Financial Planner
Event Details
Free
Date and Time
Fri, 8 August 2025
12:00 - 12:30
Location
Your event is accessible via IOB Learn; if you are attending the event as a non member the link will be emailed to you.
Event Details
Free
Date and Time
Fri, 8 August 2025
12:00 - 12:30
Location
Your event is accessible via IOB Learn; if you are attending the event as a non member the link will be emailed to you.
This event is for anyone who holds the QFA designation. In this event we will cover the following topics:
How to achieve the CFP designation?
What is involved in the programme?
What is a financial planner?
As a holder of the QFA designation you may be considering what options are available to rapidly increase your career opportunities as a Financial planning and Wealth Management professional. Financial Planning can cover a wide range of topics, including budgeting, saving and investing, managing debt, planning for retirement, and protecting against financial risks.
Join Margaret D’Arcy, Head of Education Financial Services, Funds and Wealth Planning for an information session on the UCD accredited Professional Diploma in Financial Planning and the Graduate Diploma in Financial Planning and take the next step in attaining the prestigious Certified Financial Planner™ designation.
These highly regarded Level 9 qualifications builds on your QFA and equip you with the advanced knowledge and skills to move beyond the foundations.
Margaret D’Arcy
Head of Education Financial Services, Funds and Wealth Planning, IOB
Margaret D’Arcy is the Programme Director at IOB for Funds and Wealth Planning. Margaret joined IOB in August 2019 after spending more than twenty years lecturing on both professional and university accounting programmes.
Margaret's career started in retail banking and took her through a variety of roles, including Audit, Project Management and finally Head of Operations Treasury and International.
