| Course Name |
Wealth Management |
| Course Provider |
Institute of Banking |
| Course Code |
111666 (Assigned by Qualifax. Not an official code) |
| Course Type |
Lifelong Learning |
| Qualifications |
| Award Name | NFQ Classification | Awarding Body | NFQ Level |
| Special Purpose Diploma (Level 8 NFQ)
More info..
|
Special Purpose |
University College Dublin |
Level 8 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: Autumn Trimester (2022/2023 academic year).
Open in August 2022. |
| 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 Trimesters
Delivery: Online |
| Course Fee |
Fees
• Retirement Advice and Planning - €600
• Investment Products and Analysis of Client Needs - €600 |
| Entry Requirements |
Requirements
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. |
| Comment |
Expand+Award
Professional Diploma in Wealth Management from UCD
Wealth Management Professional Designation (WMP)
This new professional designation is awarded by IOB on successful completion of the Professional Diploma in Wealth Management. The award an...
Hide-Award
Professional Diploma in Wealth Management from UCD
Wealth Management Professional Designation (WMP)
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.
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| Course Content |
Expand+At a glance
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 stu...
Hide-At a glance
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.
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.
How you will benefit
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).
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| Subjects Taught |
Expand+Modules and learning outcomes
Retirement Advice and Planning
(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.
...
Hide-Modules and learning outcomes
Retirement Advice and Planning
(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.
Investment Products and Analysis of Client Needs
(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.
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| Assessment Method |
A combination of continuous assessment and end of trimester written exams. |
| Number of Credits |
20 |
| Further Enquiries |
Contact us
Margaret D'Arcy - Programme Director
education@iob.ie |
| Course Web Page |
Web Page - Click Here |
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