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 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.
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.
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 your 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 - €625
Investment Products and Analysis of Client Needs - €625
Autumn Trimester (2023-2024 academic year).
Please note that the programme content and fees are subject to change in the 2023/2024 academic year. Any changes will be outlined in the 2023/2024 prospectus and at iob.ie in August - the start of the new academic year.
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 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.
Continued use of the designation is subject to meeting annual CPD requirements.
This programme enrols twice a year
Autumn Trimester (2023-2024 academic year).
Please note that the programme content and fees are subject to change in the 2023/2024 academic year. Any changes will be outlined in the 2023/2024 prospectus and at iob.ie in August - the start of the new academic year.
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.
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