The Importance of Financial Modelling in Modern Financial Planning

Event Details

Free


Date and Time

Wed, 18 August 2021

13:00 - 14:00


Location

Online Via zoom

Event Details

Free


Date and Time

Wed, 18 August 2021

13:00 - 14:00


Location

Online Via zoom

Event details
+

This programme taster lecture will explore the use of and need for financial modelling skills and abilities in the modern practice of personal financial planning, including the implications for professional practice standards.

This is a taster event for the Graduate Diploma in Financial Planning. The Graduate Diploma in Financial Planning, awarded by University College Dublin (UCD), is a highly regarded postgraduate qualification (level 9), designed for those working in, or who would like to develop a career in, financial planning and wealth management. It is designed for those who wish to develop their financial planning knowledge and skills to the highest international standards.

The programme is specifically designed to provide financial planners with the knowledge and understanding of the applicable regulatory requirements, the mechanisms and purpose of the main investment products and the ability to satisfy their individual clients’ financial planning and investment portfolio needs.

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.

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

There is 0.5 hours available for:

•QFA (Saving & Investment,category only) •APA (Saving & Investment, category only) •Grandfathers ( Saving & Investment category only) •Registered Stockbroker ( Saving & Investment category only) • Professional Banker • Chartered Banker • LCOI • AFP

Paul Grimes

CFP, QFA, M inst Dir

Paul is CEO of Financial Planning Standards Board, the body in Ireland responsible for the CFP® professional designation; Chairman of the Council of FPSB International; personal financial planner; lecturer and non-exec Director. He has held numerous international leadership positions on committees seeking to advance and promote improved standards in personal financial planning.

Paul Grimes