Thu, 15 July 2021
13:00 - 14:00
Online via Zoom
Thu, 15 July 2021
13:00 - 14:00
Online via Zoom
The new Wealth Management suite of programmes is designed for QFAs and APAs.
The suite offers an integrated set of programmes, covering a range of specialisms within the sector, including financial planning, wealth management, retirement planning, pensions advice and asset management.
The programmes are as follows:
Professional Diploma in Wealth Planning – Level 8, 2 modules
Professional Certificate in Pensions and Retirement Advice – Level 7, 2 modules
Professional Certificate in Retirement Planning – Level 9, 1 Module
All are accredited by UCD and are on the National Framework of Qualifications (NFQ) and so are nationally and internationally recognised.
Come along and meet the Programme Director for a presentation on these programmes who will also answer any questions that you may have.
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 on the day of the event.
The registration for the event will close once we reach capacity or at 3pm the day before the event.
There are no CPD hours for this event
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.