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 Retirement Planning is a single module (10 ECTS) Level 9 programme, designed to deepen students’ knowledge of the theory and practice of retirement planning along with enhancing their skills needed to provide retirement planning advice.
University College Dublin
Who is it for?
The Professional Certificate in Retirement Planning is designed to complement IOB current programme offerings in Asset, Investment and Wealth Management advice. It also provides graduates with a pathway to further study – the Graduate Diploma in Financial Planning.
The Professional Certificate in Retirement Planning is a single module (10 ECTS) Level 9 NFQ programme designed to meet the needs of individuals within the financial services sector who are responsible for the provision of retirement planning advice. The programme will ensure that participants deepen their knowledge of the theory and practice of retirement planning along with enhancing and developing the key skills required in the provision of retirement planning advice.
Attention will be given to the increased complexity and variety of pension products available in Ireland and the regulatory requirements to be adhered to. Reference will also be made to the EU’s reform of occupational pension legislation (IORP II) which emphasises governance and communication standards for occupational pension schemes.
Delivery is online.
€1,100 for the programme.
Professional Certificate in Retitrement Planning from UCD.
This is a level 9 qualification on the National Framework of Qualifications and carries 10 ECTS.
The module is assessed through a combination of continuous assessment and end of trimester written exams.
Spring Trimester
26 January 2024
For more information please contact [email protected]
(NFQ level 9, 10 ECTS)
The Retirement Planning 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.
Students seeking admission to the Professional Certificate in Retirement Planning must possess:
a) Relevant honours degree (second class honours, grade 2 award, minimum) in business or a related discipline
OR
b) 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.
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