Express an interest

If you are interested & require further information, we will email you a copy of the programme brochure.

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Data Protection Notice

About this data protection notice

This is a statement of the practices of The Institute of Bankers in Ireland, 1 North Wall Quay, North Dock, Dublin 1 (trading as IOB) (‘the Institute’, ‘we’, ‘us’, ‘our’) in connection with the capture of personal data on this webform and the steps taken by the Institute to respect your privacy.

The Institute is a Data Controller and is committed to protecting your rights and any personal information which you provide to the Institute will be treated with the highest standards of security and confidentiality, in accordance with Irish and European Data Protection legislation.

The privacy notice explains the following:
  • What information do we collect about you?
  • The purpose for collecting your personal data
  • The legal bases for collecting your personal data
  • Are you required to provide the information?
  • How we store and secure personal data?
  • Details of third parties with whom we share personal data
  • What are your rights?
What information do we collect about you?

The data we collect from you will be used by the Institute only in accordance with the purposes outlined in this privacy notice. We will collect your data via webform on

The data collected in this webform will be shared with the following areas of the Institute:

  • Programme Management Department
  • Marketing Department
  • Lifelong Learning Department
The purpose for collecting your data

The data we collect about you will be used for:

  • providing information on the programme(s) for which you have completed an expression of interest webform;
  • notifying you of promotional events related to this designation(s) or programme(s) e.g. Programme Taster Lectures, IOB Open Evening; and
  • advising you of upcoming application and registration closing dates for this designation(s) or programme(s)
The legal basis for collecting your data

For the purposes outlined in this privacy notice your personal data will be processed on the basis of Explicit Consent.

By submitting this webform, you confirm that you are providing your informed consent to the processing of your data as outlined here.

Are you required to provide the information?

We require you to complete the mandatory fields identified in this webform for the purposes outlined above. If you do not provide us with the information required in these fields, we may be unable to process this Expression of Interest form.

How we store and secure your data

Any data we collect from you will be stored confidentially and securely. The Institute is committed to ensuring all accesses to, uses of, and processing of Institute data is performed in a secure manner.

In keeping with the data protection principles, we will only store your data for as long as is necessary to provide our services to you and for such a period of time after this as is necessary to comply with our obligations under applicable law and, if relevant, to deal with any claim or dispute that may arise in connection with our relationship with you.

For the purposes described here we will store your data for one calendar year from the date you submit the webform. Before the end of this calendar year, we may contact you to ask if you wish to re-confirm your consent to the storing and processing of your data for the purposes outlined above.

When we store your personal data on our systems the data will be stored on the Institute’s secure I.T. platforms within the EEA which are also subject to European data protection requirements.

Details of third parties with whom we share personal data

The Institute will share your data with third parties where necessary for purposes of the processing outlined here.

We will share your information with our service providers (e.g. printers, I.T. support, auditors, legal advisors, and other professional advisors).

We may also disclose your information where required by law to do so.

Your information will not be shared with any other third parties.

When we share your data with the third parties outlined here the Institute will ensure that the data is only processed according to our specific instructions and that the same standards of confidentiality and security are maintained. Once the processing of the data is complete any third parties with whom data was shared will be required to return the data to the Institute save where they are required to retain it by law.

What are your rights?

You have the following rights, in certain circumstances and subject to applicable exemptions:

  • You are entitled to ask for a copy of the personal data, which IOB holds about you.
  • The right to have any inaccuracies in your personal data amended.
  • The right to object to the processing of your personal data.
  • The right to have the personal data that we hold about you erased.
  • The right to restrict the processing of your personal data.
  • The right to receive your personal data, which you provided to us, in a structured, commonly used and machine-readable format or to require us to transmit that data to another controller.
  • You have the right to withdraw your consent at any time.

If you have any queries relating to the processing of your personal data for the purposes outlined above or you wish to make a request in relation to your rights, you can contact the Institute’s Data Protection Officer using the contact details below.

If you are unhappy with the way in which your personal data has been processed, you may in the first instance contact the Institute’s Data Protection Officer using the contact details below.

IOB has a Data Protection Officer who can be contacted through [email protected] or by writing to:

The Data Protection Officer, IOB, IFSC, 1 North Wall Quay, Dublin 1.

If you remain dissatisfied then you have the right to apply directly to the Data Protection Commission for a decision. The Data Protection Commission can be contacted at:

Data Protection Commission
Canal House
Station Road
R32 AP23 Co. Laois

The Institute of Bankers in Ireland (a company limited by guarantee) trading as IOB

Registered Number: 197171
Registered Charitable Organisation
Charity Registration Number: 20026950
CHY Number: 10530

P: +353 (0)1 6116500
F: +353 (0)1 6116565
E: [email protected]

Privacy Statement
Terms and conditions

Before you continue...

As you are not registered with us, you will need to upload proof you can enrol to this programme.

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Designated Persons in a Fund Management Company

Apply now for the 2022/2023 academic year*
  • Duration
  • 1 trimester
  • Programme
  • 1 module
  • Study
  • Online
  • Fees
  • €1,760
  • Level
  • NFQ 9, 10 ECTS
  • At a glance

    The Professional Certificate for Designated Persons in a Fund Management Company was introduced to support the development of individuals in Designated Person roles, or those who aspire to these roles. It is also relevant to individuals who support Designated Persons and to other professionals in Fund Management Companies.

    The programme was launched at an IOB event featuring Derville Rowland, Director General Financial Conduct at the Central Bank, Pat Lardner, Killian Buckley and Eve Finn who joined Mary O'Dea providing interesting insights into current topics for the funds industry.

    Awarding Body

    University College Dublin

    For people who are interested in......

    • The Central Bank of Ireland requires that a Fund Management Company or self-managed fund (“Fund ManCo”), which delegates activities, must appoint a number of Designated Persons to carry out prescribed managerial functions. Designated Persons (DPs) are the individuals who are responsible for monitoring and overseeing the managerial function assigned to them. DP roles are Pre-Approval Controlled Functions (PCFs) under the Central Bank’s Fitness and Probity regime.

    • According to Central Bank guidance, Designated Persons (DPs) are a Fund ManCo’s line of management that lies between the board of directors and delegates. In that sense they can be regarded as the senior leadership team or an integral part of the Fund ManCos Senior Leadership Team.

    • There are six managerial functions and the related PCFs are as follows: Capital and Financial Management (PCF-39A); Operational Risk Management (PCF-39B); Fund Risk Management (PCF-39C); Investment Management (PCF-39D); Distribution (PCF-39E); and Regulatory Compliance (PCF-39F).

    • The Professional Certificate for Designated Persons in a Fund Management Company has been carefully designed to equip professionals in the funds industry with the necessary competence to fill DP roles and is the only accredited qualification at this level.

    • This certificate has been designed in consultation with our Funds Advisory Board, Irish Funds and a variety of industry experts.

    Funds by IOB logo

    *Please note that the programme content and fees are subject to change in the 2022/2023 academic year. Any changes will be outlined in the 2022/2023 prospectus and at in August - the start of the new academic year.

    Download the brochure here:

    Professional Certificate for Designated Persons in a Fund Management Company Brochure

    How you will benefit

    The programme will support your personal and professional development in taking on senior roles in the fund management industry. It will:

    • Enhance your knowledge and skills; and

    • Equip you with the competencies necessary to take on a DP position, or to support a DP

    The programme will acheive these objectives by:

    • Ensuring that you have a full understanding of the legal and regulatory obligations including the Central Bank expectations in this area;

    • Guide you on how you can develop a “DP mindset”;

    • Provide you with a good understanding of the various conflicts that can arise from multiple sources and situations and how these can be addressed, with a strong focus on the practicalities of challenge in different situations and different DP roles;

    • Equip you to engage successfully with boards and with the Central Bank.

    Duration & delivery

    • Delivery is online.


    • €1,760 for the programme.


    • Professional Certificate for Designated Persons in a Fund Management Company from UCD

    • This is a level 9 qualification on the National Framework of Qualifications and carries 10 ECTS.


    • Assessment of learning outcomes is by assessment components during and at the end of the trimester.

    Next intake

    • Autumn Trimester (2022/2023 academic year).


    Modules and learning outcomes

    Designated Persons in a Fund Management Company

    (NFQ level 9, 10 ECTS)

    You study one module which carries 10 ECTS (academic credits). The course of study will focus on each of the following areas:

    • Legal and Regulatory Requirements

    • The DP Appointment Process

    • The DP mindset - constructive challenge

    • Conflicts management

    • Engagement with the board including the board of funds under management and with the Central Bank of Ireland

    Key Dates

    Level 9 Key Dates

    Examination schedule 2021/22

    This programme enrols twice a year.

    Next intake

    Autumn trimester - (2022/2023 academic year)


    The minimum entry requirements to the Professional Certificate for Designated Persons in a Fund Management Company are as follows:

    • An Honours degree (min. 2.2 L8 NFQ) in business or in a related cognate discipline


    • Applicants who do not hold a primary degree but have relevant work experience at a middle or senior management level are eligible to apply, and will be considered on a case-by-case basis.

    You must be a current member of IOB, or become a member, to undertake this programme.

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