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 firstThe Professional Certificate in Pensions and Retirement Advice is a programme designed to enhance students’ knowledge in the area of pensions provision and retirement advice. The variety and changing nature of product offerings (personal occupational, funded, hybrid), along with regulatory and tax requirements requires advisors to demonstrate effective communication skills (oral and written) to inform and advise clients bearing taking into account their personal and professional situation and needs.
University College Dublin
For people who are interested in...
This programme is for anyone interested in developing and building on their previous knowledge and skills in relation to retirement advice. The programme is designed to equip you with the knowledge and communication tools needed to effectively design, develop and communicate retirement advice options to clients. It will afford an opportunity to financial advisors in other areas to extend their knowledge and expertise to cover pensions and retirement advice
The Professional Certificate in Pensions and Retirement Advice is a programme designed to enhance students’ knowledge in the area of pensions provision and retirement advice. The variety and changing nature of product offerings (personal occupational, funded, hybrid), along with regulatory and tax requirements requires advisors to demonstrate effective communication skills (oral and written) to inform and advise clients taking into account their personal and professional situation and needs.
Delivery is online
Retirement Provision - €450
Retirement Advice and Analysis - €450
Professional Certificate in Pensions and Retirement Advice from UCD
Combination of continuous assessment and end of trimester written exams
Autumn Trimester
06 October 2023
For more information please contact [email protected]
To enrol for Retirement Advice and Analysis, candidates must be enrolled for, or have passed Retirement Provision.
(NFQ Level 7, 5 ECTS)
In the Retirement Provision module, students will acquire knowledge on current retirement provisions, the role and responsibility of employers, the costs and associated tax implications of pensions along with the regulatory requirements to be adhered to.
(NFQ Level 7, 5 ECTS)
The Retirement Advice and Analysis module provides students with insights on and using appropriate techniques to provide retirement advice and also sets out procedures and techniques commonly used for dispute resolution.
This new professional designation is awarded by IOB on successful completion of the Professional Certificate in Pensions and Retirement Advice award. This award and designation will certify holders as having attained a standard of skill and competency at a level above the Minimum Competency Code (MCC) in the APA (Pensions) and are exclusive to IOB members. They will support holders gain specialist expertise in Pensions and Retirement and support the development of their career in this expanding specialism.
This programme enrols once a year.
Autumn Trimester
06 October 2023
The minimum entry requirements are as follows:
• Five passes in the Leaving Certificate, including English and Mathematics
• Five O Level/GCSE passes, including English Language and Mathematics
And
• APA in Pensions
IOB will also consider applications on a mature candidate basis from applicants who are 23 years of age before the date of their application for admission to the programme.
You must be a current member of IOB, or become a member, 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