University College Dublin
Post-financial crisis, financial services firms are exposed to significant conduct risk and it has become increasingly important that individuals in a client facing role understand the complex nature of products they manage and/or advise on. Additionally, managers/advisors must have complete knowledge of the fundamental principles underpinning investment products to mitigate clients’ risks.
University College Dublin
Who is it for
The Professional Certificate in Asset Management has been designed in response to Banking and Insurance industry needs to upskill managers/advisors, above and beyond the Minimum Competency Code requirements in the area of investment advice.
(NFQ level 9, 10 ECTS)
An understanding of robust financial planning and wealth management is an important pre-requisite for meeting customers’ financial and lifestyle objectives. This module covers core concepts in modern portfolio theory and marries them with the practical application of tools and techniques to construct and manage client portfolios. It assimilates a range of theoretical and empirical evidence to provide the best solutions when advising customers on investment and wealth management.
Once members have successfully completed this programme, they will receive an invitation for the Asset Management Professional Designation.
The Professional Certificate in Asset Management is awarded by UCD, Ireland’s premier university and among the top 1% of universities worldwide. This professional certificate is the sole programme in Ireland that satisfies the educational requirement for the IOB Asset Management Professional (AMP) designation.
The AMP designation, underpinned by both UCD and IOB, is set to become the premier professional designation for those working in Asset Management administration in Ireland. It is exclusive to IOB members who have successfully completed the professional certificate.
The minimum entry requirements for the programme are:
Relevant Honours business degree (H2.2 minimum);
Equivalent relevant professional qualification (e.g.) Qualified Financial Adviser (QFA), with three years relevant work experience obtained in the banking or financial services industry, AITI Chartered Tax Advisers (CTAs), accountants, solicitors and barristers.
You must be a member, or become a member of IOB to undertake this programme.
I have been an IOB member since 2010. In the last 10+ years, I changed roles and progressed my career. IOB educational support was one of the enablers of this progress.
When I joined the bank first, I got my QFA designation and just last year I completed the Certified Bank Director program. I would recommend IOB to anyone in banking regardless of what qualifications and experience they already have.
IOB has a genuine interest in all members' future progression and their contribution in making the finance sector 'fit for purpose'. IOB membership is important to me.
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