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 Diploma in Financial Planning, awarded by University College Dublin (UCD), is a highly regarded postgraduate qualification (level 9), designed for those working in, or who would like to develop a career in, financial planning and wealth management. It is designed for those who wish to develop their knowledge and skills in the area of financial planning and wealth management.
University College Dublin
Who is this programme for?
The programme is for those involved in the following roles with the three years relevant work experience;
Those involved in customer facing roles providing financial advice;
Those in support roles to Financial Planners;
Accountants;
AITI and Chartered Tax Advisors;
Solicitors and Barristers.
On completing the Professional Diploma in Financial Planning, you will be expected to be able to:
Describe and explain the core concepts and the theory and practice associated with and underpinning the functions within financial planning e.g., data analysis, taxation and estate and retirement planning.
Use and apply your knowledge to advise clients’ on specific financial planning goals, and make recommendations on their implementation.
Provide an adjudication on various approaches to financial planning and the appropriateness of specific strategies, bearing in mind the context and clients’ background (financial, education, employment, health etc.) and circumstances.
Communicate clearly to colleagues, peers, clients and industry experts the fundamentals of financial planning and the connectivity across the various elements of the financial planning process.
Draw on your learning to identify possible areas of further study that would enhance your professional and personal career ambitions.
Watch Jim Connolly discuss the features and benefits of the UCD Accredited Graduate Diploma in Financial Planning Programme, your route to the Certified Financial Planner™ (CFP®)
IOB have brought together an elite panel of lecturers and speakers - each a specialist in their field relevant to the programme and designation.
Delivery is 100% online
When you successfully complete this programme, you will be awarded a Professional Diploma in Financial Planning from UCD. This is a level 9 qualification on the National Framework of Qualifications.
Candidates who successfully complete the Professional Diploma in Financial Planning are eligible to continue their studies in the following ways:
Graduate Diploma in Financial Planning and / or The MSc in Financial Services Both programmes are awarded by UCD and are level 9 qualifications on the National Framework of Qualifications.
Assessment is a combination of continuous assessment and online end of trimester written exams.
Financial and Data Analysis for Financial Plannng - €1,100
Asset Management - €1,100
Retirement Planning - €1,100
Spring Trimester
26 January 2024
For more information please contact [email protected]
(NFQ level 9, 10 ECTS)
This module provides students with the underpinning financial and data analysis techniques required by the financial planning professional. It will cover the (i) structure and content of financial statements and their impact on valuations (ii) calculation principles behind financial planning products and (iii) data techniques relevant to the macro environment in which financial planning takes place.
(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.
(NFQ level 9, 10 ECTS)
This module deals with all aspects of retirement provision, public and private, relevant to providing financial advice. It provides you with a macro view of the regulatory environment for pensions. It explores in detail a range of issues including the structure and investment of private arrangements for groups and individuals, insured and non-insured.
Certified Financial Planner™ professional or CFP® certification is the world’s most widely respected financial planning designation and it marks the Certified Financial Planner as being professional, competent, ethical and professional to the highest global standards.
At the end of 2022, there were 213,000 CFP® professionals in 27 countries around the globe, including all of the main developed and developing economies.
The first cohort of candidates in Ireland were CFP® certified (with the Graduate Diploma in Financial Planning) in June 2011. There are now 940 CFP® professionals in Ireland.
Upon successful completion of the Asset Management module, students 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 degree (second class honours, grade 2 award, minimum) in business or a related discipline
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, Chartered Tax Advisers (CTAs), accountants, solicitors and barristers.
Candidates should also have a working knowledge of Microsoft Excel before starting on the programme.
You must be a member, or become a member of IOB to undertake this programme.
The programme acts as a gateway to the prestigious international designation Certified Financial Planner™ designation.
Financial Planning Standards Board Ireland (FPSB Ireland) require in addition to completing the Graduate Diploma in Financial Planning, a candidate who wishes to become a Certified Financial Planner professional in the Republic of Ireland must;
Have successfully completed the certification exam set by FPSB Ireland
Have met the three year experience requirement in financial planning as set out by FPSB Ireland
Accept continuing obligations for certification, and
Commit to the ethics and standards required for CFP® professionals.
If you hold an IOB designation or a designation managed by IOB, CPD hours may be awarded on successful completion of 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