Graduate Diploma in Financial Planning (Gateway to CFP®)

How far do you hope to take your career in Financial Planning?

 

Gateway to CFP® Certification

 

The Graduate Diploma in Financial Planning  is a gateway to the prestigious international designation CERTIFIED FINANCIAL PLANNER™ (CFP®) and is the only academic path to applying for this prestigious certification in Ireland.

If you are thinking about investing in your career by studying towards CFP certification, why not ask one of the many CFP professionals who are members of our LinkedIn group how their certification has changed their career?

 

The Graduate Diploma in Financial Planning is a six module postgraduate (level 9) education programme offered by LIA’s academic education partner the Institute of Banking which is a recognised college of UCD. It is designed for those working in, or who would like to develop a career in, financial planning and wealth management. It is for those who wish to develop their financial planning knowledge and skills to the highest international standards and go beyond the QFA.

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 Accumulation System) credits.

For more information on the Graduate Diploma in Financial Planning or to send through an application form call Terrie Kennedy on 01 7099843 or email terrie.kennedy@lia.ie.

 

Programme Delivery

 

The Graduate Diploma in Financial Planning is an 18 month programme of six modules, delivered over three semesters. It is planned (subject to demand) to offer the programme in two locations:

  • Dublin (IFSC), evenings – with lectures taking place on two evenings per week
  • Portlaoise, day – with lectures taking place all day (10am – 5pm) every Monday

Subject to operational constraints and academic requirements, candidates may opt to take either one or two modules each semester.  Successful candidates who wish to proceed to CFP® certification will then have to meet the requirements laid down by FPSB Ireland, which include a final certification examination.

What you can expect

 

Below, graduates of the programme, Cleona Kinahan and Martin Glennon detail how the Graduate Diploma in Financial Planning can benefit you in your financial planning career.

 

For more information on the Graduate Diploma in Financial Planning call Terrie Kennedy on 01 7099843 or email terrie.kennedy@lia.ie.

 

Gateway to CFP® Certification

The Graduate Diploma is a gateway to the prestigious international designation CERTIFIED FINANCIAL PLANNER™.

  • CFP® certification is the world’s most widely respected financial planning certification
  • At present there are 158,000 CFP professionals in 26 countries around the world (315 of whom are in Ireland)
  • Candidates for CFP certification must pass the Certification Examination of Financial Planning Standards Board Ireland Limited (FPSB Ireland).
  • To meet the educational requirements for sitting the Certification Examination, individuals must hold both the Qualified Financial Adviser (QFA) designation and the Graduate Diploma in Financial Planning.


Course Aims

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 produce comprehensive financial planning solutions
  • Evaluate economic, financial and other relevant data to create integrated financial plans
  • Integrate a deep understanding of professional values and ethical issues in financial planning execution.


Entry Requirements

For entry to the programme candidates must have one of the following:

  • Relevant Honours Business Degree, or
  • Equivalent Relevant Professional Qualification (e.g. Qualified Financial Advisor (QFA) with three years’ relevant work experience, AITI Chartered Tax Advisers (CTA), Accountants, Solicitors and Barristers)
 
  • For holders of the QFA Designation, the three years relevant experience must have been obtained in the banking and financial services industry.
  • Candidates should have a basic working knowledge of Excel on commencing the programme.
  • Original copies of your application form with signature and transcripts of previous course details are required when making an application.
 


John Dunne QFA, Grad Dip, CFP®

  'I found the course to be of huge benefit to me as I have been able to implement the learnings into my day to day activities. The quality of lecturers and the relevant industry topics covered helped me move my business forward.'

Course Modules

Principles and Ethics of Personal Financial Planning

€1,100
  • Economic Concepts
  • Legal Concepts including Contract, Company and Partnership Law
  • Time Value of Money Concepts and Calculations
  • Financial Planning Process
  • Regulatory and Ethical Environment
  • Assessment of Risk Tolerance
  • Soft Skills

Examinations

  • Students will be assessed by a combination of examinations and continuous assessment, based on assignments and case studies.

Tax and Estate Planning

€1,100
  • Income Tax
  • Capital Gains Tax
  • Capital Acquisitions Tax (including taxation of gifts and inheritances)
  • Succession and Estate Planning
  • Philanthropy
  • Fundamentals of Corporation Tax and Stamp Duty
  • International Issues

Examinations

  • Students will be assessed by a combination of examinations and continuous assessment, based on assignments and case studies.

Retirement Planning

€1,100
  • Need for Retirement Provision
  • State Pensions
  • Personal Retirement Provision
  • Employer/Employee Pensions Schemes
  • Retirement Benefit Arrangements
  • Pension Fund Limits
  • Pension Fund Investment
  • Investment Restrictions
  • Marriage Breakdown and Pensions Adjustment Orders (PAO)
  • Regulation of Pensions Arrangements
  • Other Employee Benefits
  • Fact-finding for Retirement Planning
  • Retirement Planning
  • Case Studies

Examinations

  • Students will be assessed by a combination of examinations and continuous assessment, based on assignments and case studies.

Asset Management

€1,100
  • Role of Investment
  • Asset Classes
  • Investor Types
  • Investment Structures and Markets
  • Market Equilibrium
  • Fundamental Market Value
  • Derivatives
  • Efficient Markets
  • Risks - Types and Measurement
  • Modern Portfolio Theory
  • Behavioural Finance
  • Portfolio Management
  • Property Management
  • Alternative and Socially Responsible Investing
  • Portfolio Construction
  • Investment Management and Measurement

Examinations

  • Students will be assessed by a combination of examinations and continuous assessment, based on assignments and case studies.

Financial and Risk Management

€1,100
  • Personal Financial Ratios
  • Financing Strategies
  • Cash Flow Management
  • Financial Statements
  • Business Financial Statements
  • Personal Protection Needs
  • Temporary Insurance
  • Whole of Life Assurances
  • Serious Illness Insurance
  • State Ill Health Benefits
  • Savings and Investment Policies
  • Taxation of Policy Benefits
  • Legal Issues Regarding Life Insurance

Integrated Personal Financial Planning

€1,100
  • Fact-finding
  • Use of Financial Mathematics and Spreadsheets in Financial Planning
  • Segmented Financial Planning for Special Circumstances
  • Comprehensive Financial Planning
  • Multi-disciplinary Case Studies

Before enrolling for the Integrated Personal Financial Planning module students must have:

    1. Successfully completed the four Year 1 Graduate Diploma in Financial Planning modules and
    2. Be currently registered for/have completed the Financial and Risk Management module

Examinations

  • Students will be assessed by a combination of examinations and continuous assessment, based on assignments and case studies.