| Course Name |
Pensions and Retirement Advice |
| Course Provider |
Institute of Banking |
| Course Code |
111655 (Assigned by Qualifax. Not an official code) |
| Course Type |
Lifelong Learning |
| Qualifications |
| Award Name | NFQ Classification | Awarding Body | NFQ Level |
| Special Purpose Certificate (Level 7 NFQ)
More info..
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Special Purpose |
University College Dublin |
Level 7 NFQ |
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| Apply To |
Course provider |
| Attendance Options |
Part time, Online or Distance |
| Location (Districts) |
Dublin City Centre |
| Enrolment and Start Dates Comment |
This programme enrols once a year.
Next intake: August 2022 (Autumn Trimester - 2022/2023 academic year) |
| Application Date |
Expand+L7 and L8 Key Dates
Autumn Trimester
September 2021 – January 2022
Closing date for applications* 13/09/2021
Spring Trimester
January 2022 – May 2022
Closing date for applications* 28/01/2022
Summer Trimester
June 2022 – September 2...
Hide-L7 and L8 Key Dates
Autumn Trimester
September 2021 – January 2022
Closing date for applications* 13/09/2021
Spring Trimester
January 2022 – May 2022
Closing date for applications* 28/01/2022
Summer Trimester
June 2022 – September 202
Closing date for applications* 27/05/2022
* Places may be available after this date depending on availability.
Key dates:
https://assets.ctfassets.net/19hllh2ssa3x/60iIiNlGEyKehWk7NYgVVn/d8982b4b4aeaa07c76c5c1eae1444abd/IOB_Prospectus_21-KeyDates-Level_7-8_V2.pdf
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| Duration |
1-2 Trimester |
| Course Fee |
Fees
• Retirement Provision - €450
• Retirement Advice and Analysis - €450 |
| Entry Requirements |
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. |
| Mature Applicants |
Retirement Provision
Retirement Advice and Analysis |
| Comment |
Expand+Award
• Professional Certificate in Pensions and Retirement Advice from UCD.
Awarding Body: University College Dublin
Retirement Planning Professional Designation (RPP)
This new professional designation is awarded by IOB on successful complet...
Hide-Award
• Professional Certificate in Pensions and Retirement Advice from UCD.
Awarding Body: University College Dublin
Retirement Planning Professional Designation (RPP)
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 thedevelopment of their career in this expanding specialism.
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| Course Content |
Expand+Overview
At a glance
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 offerin...
Hide-Overview
At a glance
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.
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.
How you will benefit
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.
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| Subjects Taught |
Expand+Modules and learning outcomes
To enrol for Retirement Advice and Analysis, candidates must be enrolled for, or have passed Retirement Provision.
Retirement Provision
(NFQ Level 7, 5 ECTS)
In the Retirement Provision module, students will acquir...
Hide-Modules and learning outcomes
To enrol for Retirement Advice and Analysis, candidates must be enrolled for, or have passed Retirement Provision.
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.
Retirement Advice and Analysis
(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.
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| Assessment Method |
Assessment
• Combination of continuous assessment and end of trimester written exams. |
| Number of Credits |
10 |
| Further Enquiries |
For more information please contact education@iob.ie
Institute of Banking
Email: info@iob.ie
Phone: +353 (0)1 6116500
Fax: +353 (0)1 6116565 |
| Course Web Page |
Web Page - Click Here |
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