Retirement Planning
The Professional Certificate in Retirement Planning is a single module (10 ECTS) Level 9 programme, designed to deepen students’ knowledge of the theory and practice of retirement planning along with enhancing their skills needed to provide retirement planning advice.
| Award Name | Special Purpose Certificate (Level 9 NFQ) |
|---|---|
| NFQ Classification | Special Purpose |
| Awarding Body | University College Dublin |
| NFQ Level | Level 9 NFQ |
| Award Name | NFQ Classification | Awarding Body | NFQ Level |
|---|---|---|---|
| Special Purpose Certificate (Level 9 NFQ) | Special Purpose | University College Dublin | Level 9 NFQ |
Duration
1 trimester
Delivery is online..
Entry Requirements
Requirements
Students seeking admission to the Professional Certificate in Retirement Planning must possess:
a) Relevant honours degree (second class honours, grade 2 award, minimum) in business or a related discipline
OR
b) Equivalent relevant professional qualification (e.g.) Qualified Financial Adviser (QFA), with three years’ relevant work experience obtained in the banking or financial services industry, Chartered Tax Advisers (CTAs), accountants, solicitors and barristers.
Professional body membership
You must be a current member of IOB, or become a member, to undertake this programme.
Further information
Next intake: Autumn Trimester (2024/2025 academic year)
Please note that the programme content and fees are subject to change in the 2024/2025 academic year. Any changes will be outlined in the 2024/2025 prospectus and at iob.ie in August - the start of the new academic year.
€1,100 for the programme.
Who is it for?
The Professional Certificate in Retirement Planning is designed to complement IOB current programme offerings in Asset, Investment and Wealth Management advice. It also provides graduates with a pathway to further study – the Graduate Diploma in Financial Planning.
How you will benefit
The Professional Certificate in Retirement Planning is a single module (10 ECTS) Level 9 NFQ programme designed to meet the needs of individuals within the financial services sector who are responsible for the provision of retirement planning advice. The programme will ensure that participants deepen their knowledge of the theory and practice of retirement planning along with enhancing and developing the key skills required in the provision of retirement planning advice.
Attention will be given to the increased complexity and variety of pension products available in Ireland and the regulatory requirements to be adhered to. Reference will also be made to the EU’s reform of occupational pension legislation (IORP II) which emphasises governance and communication standards for occupational pension schemes.
Award
Professional Certificate in Retitrement Planning from UCD.
This is a level 9 qualification on the National Framework of Qualifications and carries 10 ECTS.
Retirement Planning (NFQ level 9, 10 ECTS)
The Retirement Planning module deals with all aspects of retirement provision, public and private, relevant to providing financial advice. It provides you with a macro view of the regulatory environment for pensions. It explores in detail a range of issues including the structure and investment of private arrangements for groups and individuals, insured and non-insured.
The module is assessed through a combination of continuous assessment and end of trimester written exams.
education@iob.ie
Phone: +353 (0)1 6116 500