Graduate Diploma in Financial Planning
The Irish Tax Institute, the Institute of Bankers and LIA have jointly launched the Graduate Diploma in Financial Planning.
Launched in 2009, the Graduate Diploma in Financial Planning is a prestigious new qualification aimed at those who wish to develop their financial planning knowledge and skills to the highest international standards.
This is a joint initiative of the Irish Tax Institute, the Institute of Bankers in Ireland and LIA. Delivered through the Institute of Bankers School of Professional Finance, the Graduate Diploma in Financial Planning is awarded on successful completion of the six modules.
Course Structure:
Semester 1 (September 2011 to January 2012)
- Module 1 - Principles and Ethics of Personal Financial Planning
- Module 2 - Tax and Estate Planning
Semester 2 (February 2012 to May 2012)
- Module 3 - Retirement Planning
- Module 4 - Asset Management
Semester 3 (September 2012 to January 2013)
- Module 5 - Financial and Risk Management
- Module 6 - Integrated Personal Financial Planning
The course will run in Dublin on Tuesday and Thursday evenings from 6pm to 8.30pm in the Institute of Bankers and in Portlaoise on Mondays from 10am to 4:00pm.
This Graduate Diploma in Financial Planning also meets the main educational requirements for those who wish to apply for the prestigious, internationally recognised CERTIFIED FINANCIAL PLANNER™ or CFP® certification. Access to CFP certification will be open to holders of this Graduate Diploma who meet additional certification requirements, including the Certification Examination of Financial Planning Standards Board Ireland Limited (FPSB Ireland), a three year relevant experience requirement and a formal commitment to the ethics and professional standards required of CFP professionals.
Who is this programme aimed at?
This programme is ideal for AITI Registered Tax Consultants, QFAs, accountants, business graduates and holders of other professional qualifications. AITI Registered Tax Consultants are also eligible to apply for exemptions from the tax module which means in semester one they will just have one module to complete.
Further Information
Click here to download the brochure for the Graduate Diploma in Financial Planning.
Click here to download the application form for the Graduate Diploma in Financial Planning.
Click here to view the June 2011 Irish Tax Review article on the Graduate Diploma in Financial Planning which includes testimonials from current students.
Click here to view student testimonial video.
Visit the Financial Planning Standards Board website here.
Contact Carol Dooley on 01 6631748 or email cdooley@taxinstitute.ie for further information on this programme.
CFP®, CERTIFIED FINANCIAL PLANNER™ are trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Planning Standards Board Ireland Limited is the marks licensing authority for the CFP Marks in the Republic of Ireland, through agreement with FPSB.