LIA - The Professional Association for Financial Services in Ireland

Who is this course for?

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 LIA, The Institute of Bankers in Ireland, and the Irish Taxation Institute.

This new Graduate Diploma in Financial Planning is being delivered by the Institute of Bankers School of Professional Finance (a recognised school of UCD, affiliated with the UCD College of Business and Law).

This Graduate Diploma is ideal for Qualified Financial Advisers (QFAs), AITI qualified Registered Tax Consultants, Accountants, Business Graduates and other professionals who wish to enhance their knowledge and skills to postgraduate level. It will help them develop careers as professionals providing complex and wide-ranging financial planning for their clients.

On successful completion of the Graduate Diploma in Financial Planning candidates will be able to:

• Employ the constituent disciplines underpinning financial planning, including investments, pensions, taxation and estate planning
• Apply the analytical, problem solving and decision making skills required to undertake complex and comprehensive financial planning
• Evaluate economic, financial and other relevant data to create integrated financial plans
• Integrate a deep understanding of professional values and ethical issues with excellence in financial planning execution

What are the entry requirements?

Admission to this course will be open to the following:

• Honours Business graduates
• QFAs with three years’ relevant work experience
• AITI qualified Registered Tax Consultants
• ACIIs/FCIIs
• Solicitors and Barristers >> Members of the professional accountancy bodies (ICAI, ACCA, CIMA, ICPA)

Download PDF application form Here