The Master of Business in Financial Planning and Sustainability is designed for those working in, or planning a career in financial planning and wealth management.
Students who wish to undertake the masters programme will have successfully completed the Postgraduate Diploma in Business in Financial Planning or the Graduate Diploma in Financial Planning (IOB/UCD) and can apply to undertake four additional modules to complete the Master's award.
The Master's pathway programme's philosophy is to facilitate and build on previous learning and, in doing so, support the student to consider and understand that financial planning, financial management, sustainability of the business, society, and strategy are interconnected, where the success of one supports the success of the other.
This additional learning provides students with a macro perspective that is of value to those who are in roles of leading, change and strategy, or aspire to those roles in the financial planning and services sector.
This is a 90 ECTS credit programme consisting of 10 modules. To qualify for the Masters pathway, students must successfully complete the Postgraduate Diploma in in Business Financial Planning or the Graduate Diploma in Financial Planning (IOB/UCD) and the Postgraduate Certificate in Financial Management and Sustainability.
Postgraduate Diploma in Business in Financial Planning
Principles and Practices of Financial Planning
Risk Management and Insurance Planning
Investment Management
Tax and Estate Planning
Retirement Planning
Integrated Personal Financial Planning
60 ECTS Credits
More information about the Postgraduate Diploma in Business in Financial Planning, including programme structure can be found here.
Postgraduate Certificate in Financial Management and Sustainability
Financial Management
Sustainable Finance
Client Management
Strategy and Practice
30 ECTS Credits
More information about the Postgraduate Certificate in Financial Management and Sustainability, including programme structure can be found here.
Please note: Students who are registering for the Masters programme cannot apply for the Postgraduate Certificate in Financial Management and Sustainability award as the Masters award supersedes this.
Those that successfully complete this programme will be awarded the Master of Business in Financial Planning and Sustainability from Atlantic Technological (ATU) Sligo. This is a Level 9 qualification on the National Framework of Qualifications.
Course Aims
Upon successful completion of the programme, the students will:
- Employ the constituent disciplines underpinning financial planning, including investments, pensions, taxation and estate planning.
- Apply high level 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.
- Understand the macro environment for future organisational success and sustainability,
- Engage with ideas of strategic planning for future organisational success.
Applicants must have successfully completed the Postgraduate Diploma in Financial Planning or the Graduate Diploma in Financial Planning (IOB/UCD).
Who is this course for?