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 firstArising from the changes in the financial services sector and recent evidence pertaining to an increasing demand for wealth management products, services and advice, the Professional Diploma in Wealth Management is designed to deepen students’ knowledge of the principles and practice of the provision of wealth management products and services.
University College Dublin
This programme is designed to meet the needs of current and future practitioners in the financial services sector in the provision of wealth management services and products. The programme provides a definitive educational pathway for graduates of the Level 7 Professional Diploma in Financial Advice facilitating them in enhancing their personal and professional career ambitions.
Arising from the changes in the financial services sector and recent evidence pertaining to an increasing demand for wealth management products, services and advice, the Professional Diploma in Wealth Management is designed to deepen students’ knowledge of the principles and practice of the provision of wealth management products and services.
As a Level 8 programme, it is designed to provide a further study pathway for graduates of the Professional Diploma in Financial Advice (Level 7) who may ultimately wish to become a Certified Financial Planner by completing the Graduate Diploma in Financial Planning (Level 9).
Professional Diploma in Wealth Management from UCD
A combination of continuous assessment and end of trimester written exams.
Retirement Advice and Planning - €600
Investment Products and Analysis of Client Needs - €600
Autumn Trimester (2022/2023 academic year) - Open in August 2022.
For more information please contact [email protected]
(NFQ level 8, 10 ECTS)
This module will focus on the essence of retirement planning and the communication strategies commonly used to provide retirement planning advice to clients.
(NFQ level 8, 10 ECTS)
This module will cover the main investment products available, the concepts related to portfolio theory and risk management, and the techniques used to ascertain clients’ needs, including bias and behavioural analysis.
This new professional designation is awarded by IOB on successful completion of the Professional Diploma in Wealth Management. The award and designation provide a clear career pathway to holders of the QFA who wish to develop their career in the rapidly expanding specialism of Wealth Management. Based on a UCD award and an IOB professional designation and effectively a ‘QFA’, holders will possess the leading Wealth Management professional designation, based on an award from Ireland’s leading university and exclusive to IOB members.
This programme enrols once a year
Autumn Trimester (2022/2023 academic year) - Open in August 2022.
Students seeking admission to the Professional Diploma in Wealth Management should:
a) have completed the Professional Diploma in Financial Advice or equivalent 30 ECTS Special Purpose Award at Level 7 and have 1 year's experience (full time) in a relevant Banking role,
or
b) have 1 year's experience (full time) in a relevant Banking role and hold the APA in Pensions
You must be a current member of IOB, or become a member, to undertake this programme.
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