University College Dublin
If you are interested & require further information, we will email you a copy of the programme brochure.
As you are not registered with us, you will need to upload proof you can enrol to this programme.
I know, let’s sign upI have an account, let me sign in firstPost-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.
This programme has been designed for those satisfying the Minimum Competency Code (MCC) of the Financial Regulator who wish to progress their knowledge and skills in the specific area of investment and asset management to that of Certified Financial Planner (CFP®), the world’s most widely respected financial planning designation.
The programme integrates both theoretical and practical aspects of investment and asset management.
It will provide a detailed examination of the theoretical and practical elements of investment assets, investment markets and market participants.
It also provides the first stepping-stone to those considering taking the Graduate Diploma in Financial Planning and the full CFP® 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.
If you hold an IOB designation or a designation managed by IOB, CPD hours may be awarded on successful completion of this programme
Delivery is online
Professional Certificate in Asset Management from UCD
This is a level 9 qualification on the National Framework of Qualifications and carries 10 ECTS
Invite to the Asset Management Professional (AMP) designation
Assessment is a combination of continuous assessment and a written exam.
€1,100 for the programme
Spring Trimester
26 January 2024
For more information please contact [email protected]
(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);
or
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.
IOB was founded in 1898 by a small group of financial services professionals. Today we are Ireland's largest professional membership community.
Join IOB today