Thu, 18 August 2022
13:00 - 14:00
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.
Thu, 18 August 2022
13:00 - 14:00
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.
An ability to develop basic financial models that estimate, on an individual level, the rate of future wealth accumulation and personal cash-flows is at the core of Personal Financial Planning.
It requires a basic understanding of maths, and an ability to make informed assumptions as to the impact on consumers of macro-economic developments such as changes to taxation policy, retirement policy etc.
Emer Kirk, Certified Financial Planner™, CEO of Financial Planning Standards Board, and programme lecturer will discuss her own experiences and share developments in the Financial Planning industry in Ireland and overseas.
This is a programme taster for the Graduate Diploma in Financial Planning (CFP) programme
There is 0.5 CPD hours available for the following designations:
QFA ( Life Assurance /Pensions/ Savings and Investment)
APA ( Life Assurance /Pensions/ Savings and Investment)
Registered Stockbrokers ( Life Assurance /Pensions/ Savings and Investment)
Grandfathered ( Life Assurance /Pensions/ Savings and Investment)
LCI
AMP
WSMP
RPP
Emer Kirk is CEO of the Financial Planning Standards Board, the body in Ireland responsible for the CFP® professional designation and promoting improved standards in personal financial planning; personal financial planner and lecturer.
Prior to this she was an Associate Director in a Wealth Management firm and specialised in providing personal financial planning to private clients.
She is a Certified Financial Planner (CFP®), an Associate of the Institute of Taxation and a Qualified Financial Adviser.