Postgraduate Certificate in Financial Planning

Summary  

The Postgraduate Certificate in Financial Planning is a comprehensive, Level 9 qualification designed to deepen your expertise in the key areas of retirement planning and investment management. Created in collaboration with industry experts, this programme equips you with the advanced skills and knowledge necessary to address complex financial planning challenges.  

By focusing on real-world applications, it ensures that the learning is practical, relevant, and immediately applicable to your professional role. Successful completion leads to two valuable designations—Retirement Planning Adviser (RPA) and Specialist Investment Adviser (SIA)—enhancing your credentials and career potential in financial planning and wealth management 

Benefit to you 

This course will provide students with specialist knowledge and the ability to: 

• Gain a deep understanding of the principles and practices of financial planning, with a focus on retirement planning and investment management. 

• Develop the ability to formulate recommendations, assess expert opinions, and critically evaluate challenges, ensuring a professional approach to financial planning in these specialist areas. 

• Learn to critically assess and justify solutions, evaluating the best outcomes from a range of options in financial planning decisions. 

This course is for: 

This course is ideal for financial professionals holding the Qualified Financial Adviser (QFA) designation who are seeking to advance their expertise financial planning, wealth management, retirement planning and investment management. 

Delivery and Assessment 

This is a 9-month part-time online course consisting of three modules, delivered one or two evening per week over a 12-week period. The modules are scheduled across two exam terms: September–December and February–May. Participants have the flexibility to complete one or two modules per term. 

Assessment for each module is conducted on a continuous basis through three components: the first and second exams each contribute 25% to the final grade, while the final exam accounts for the remaining 50%.  

Fee 

€1,100 per module 

Award and Designation 

Upon completion, participants receive the Postgraduate Certificate in Business in Financial Planning award ATU Sligo and will be awarded the Specialist Investment Adviser (SIA) and Retirement Planning (RPA) designations by LIA. 

CPD 

8 Hours Continuous Professional Development (CPD) is awarded on successful completion of each modules on this course.   

Progression 

Those that successfully complete this course can progress to the Postgraduate Diploma in Financial Planning-LIA's gateway to achieving the internationally recognised financial planning designation, Certified Financial Planner™ professional.  

Find out more 

For more information about this course please contact our education team level9@lia.ie or 01 456 3890 

Alternatively, you can register your interest here to receive more information.  

How to Register 

To register click the link below to complete an application form. Please ensure you meet the entry requirements before enrolling. Your application form will be reviewed to ensure you are eligible to complete this course. Payment will not be required until after you have been accepted to the course.