| Course Name |
Pensions - APA |
| Course Provider |
Institute of Banking |
| Course Code |
99275 (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 three times a year.
Start date: 06 June 2022 |
| Application Date |
Summer Trimester
Closing date: 08 July 2022 |
| Application Weblink |
Web Page - Click Here |
| Duration |
1 Trimester
Delivery: Online |
| Course Fee |
€330 |
| Entry Requirements |
Requirements
Registered Stockbrokers or holders of the Professional Certificate in Stockbroking are eligible to enrol for the Professional Certificate in Pensions. You must be a current member of IOB, or become a member, to undertake this programme. |
| Comment |
Expand+Award
Professional Certificate in Pensions from UCD
Designation
Accredited Product Adviser (APA)
Minimum Competency Code
Registered Stockbrokers or holders of the Professional Certificate in Stockbroking who successfully complete the Profess...
Hide-Award
Professional Certificate in Pensions from UCD
Designation
Accredited Product Adviser (APA)
Minimum Competency Code
Registered Stockbrokers or holders of the Professional Certificate in Stockbroking who successfully complete the Professional Certificate in Pensions and apply for the attaching APA designation, satisfy the Central Bank of Ireland’s Minimum Competency Code for those who wish to arrange, advise on, or undertake specified functions for the category of retail financial product ‘Pensions’. Holders of the certificate are invited to apply for the APA (Pensions) designation. Continued use of the designation is subject to meeting annual CPD requirements.
Continuous Professional Development
If you hold an IOB designation or a designation managed by IOB, CPD hours may be awarded on successful completion of this programme.
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| Course Content |
Expand+Overview
Who is this programme for?:
The Professional Certificate in Pensions, a single-module level 7 qualification, addresses the need within stockbroking and asset management firms for individuals with the expertise to advise on pensions and ret...
Hide-Overview
Who is this programme for?:
The Professional Certificate in Pensions, a single-module level 7 qualification, addresses the need within stockbroking and asset management firms for individuals with the expertise to advise on pensions and retirement provisions.
How you will benefit:
On successful completion of this programme, and on attaining the recognised professional designation APA, you will be able to;
Describe the financial need for retirement provision, and the different ways in which such provision can be made
Explain the eligibility, main features, benefits and taxation treatment of individual, employer and state sponsored retirement benefit arrangements
Identify the main regulatory restrictions applicable to individual and employer sponsored retirement benefit arrangements
Discuss and demonstrate the impact of taxation, legislation and the regulatory framework on the provision of individual and employer sponsored retirement benefit arrangements and the options available to individuals in relation to such arrangements.
Minimum Competency Code:
Registered Stockbrokers or holders of the Professional Certificate in Stockbroking who successfully complete the Professional Certificate in Pensions and apply for the attaching APA designation, satisfy the Central Bank of Ireland’s Minimum Competency Code for those who wish to arrange, advise on, or undertake specified functions for the category of retail financial product ‘Pensions’. Holders of the certificate are invited to apply for the APA (Pensions) designation. Continued use of the designation is subject to meeting annual CPD requirements.
Continuous Professional Development:
If you hold an IOB designation or a designation managed by IOB, CPD hours may be awarded on successful completion of this programme.
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| Subjects Taught |
Modules and learning outcomes
Pensions
(NFQ level 7, 5 ECTS)
• Explain the need for retirement provision. Describe the taxation, legislation and regulatory framework for pensions.
• Identify the features, benefits and risks of pension product options available to clients.
• Display the skills and competencies required to effectively advise clients in all areas of Pensions. |
| Assessment Method |
Two hour exam at the end of the trimester The exam consists of 100 multiple choice questions. |
| Number of Credits |
5 |
| 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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