Wealth Management

Institute of Banking


Course Name Wealth Management
Course Provider Institute of Banking
Course Code 111666 (Assigned by Qualifax. Not an official code)
Course Type Lifelong Learning
Award NameNFQ ClassificationAwarding BodyNFQ Level
Special Purpose Diploma (Level 8 NFQ)  More info.. Special Purpose University College Dublin Level 8 NFQ
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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...

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,


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.

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...

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...

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.


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

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