Financial Planning

Institute of Banking


Course Name Financial Planning
Course Provider Institute of Banking
Alternative Provider(s) Irish Taxation Institute, Life Insurance Association
Course Code PCBUS006 _B504
Course Type Postgraduate
Award NameNFQ ClassificationAwarding BodyNFQ Level
Postgraduate Diploma (Level 9 NFQ)  More info... Major University College Dublin Level 9 NFQ
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Attendance Options Part time, Evening, Day release, Daytime
Location (Districts) Dublin City Centre, Portlaoise
Enrolment and Start Dates Comment Programme commencement: February 2019.
Application Date Closing date: Wed 23rd Jan 2019.
Application Weblink Web Page - Click Here
Duration 18 months part-time.

This part-time programme is delivered via weekly lectures. Lectures will be offered in the following locations (subject to demand):

- Dublin, city-centre location (evening lectures)
- Portlaoise (lectures are all day Monday)

Students can register for a maximum of two modules per semester. Each 10 ECTS module comprises of up to 30 lecture hours per semester.
Course Fee Fees: €1,100 per module (€6,600 in total)
Entry Requirements

Expand+The minimum entry requirements for the programme are:

•Relevant Honours business degree (second class honours grade 2 award or higher) in business or a related discipline; or

•Equivalent relevant professional qualification (e.g.) Qualified Fina...


Those who successfully complete the course will be awarded the Graduate Diploma in Financial Planning by UCD. This is a Level 9 qualification on the National Framework of Qualifications and carries 60 ECTS (European Credit Transfer and Accumul...

Course Content

Expand+Who is this programme for?
The Graduate Diploma in Financial Planning is a six module postgraduate (level 9) education programme offered by the Institute of Banking which is a recognised college of UCD. It is designed for those working in, or who wo...

Subjects Taught Curriculum
You will study six modules as follows:
•Principles and Ethics of Personal Financial Planning (NFQ Level 9, 10 ECTS)
•Tax and Estate Planning (NFQ Level 9, 10 ECTS)
•Retirement Planning (NFQ Level 9, 10 ECTS)
•Asset Management (NFQ Level 9, 10 ECTS)
•Financial and Risk Management (NFQ Level 9, 10 ECTS)
•Integrated Personal Financial Planning (NFQ Level 9, 10 ECTS)
Assessment Method Assessment is a combination of continuous assessment and end of semester exams.

The pass mark is 40% in all modules in line with UCD academic policy.
Further Enquiries Address: IFSC, 1 North Wall Quay, Dublin 1, Ireland
Phone: +353 (0)1 6116500
Fax: +353 (0)1 6116565
Course Web Page Web Page - Click Here