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Applications for the Graduate Diploma in Financial Planning
21/May/2010

September 2009 saw the first students of LIA’s exciting new qualification, the Graduate Diploma in Financial Planning, embark on their studies. The programme was developed by LIA in association with the Institute of Bankers in Ireland and the Irish Taxation Institute and is offered through the Institute of Bankers in Ireland’s School of Professional Finance, a recognised school of UCD.

One hundred and seventy students enrolled in the initial programme. Students came from a number of backgrounds: brokers, independent advisers, tied agents, life assurance companies, accountants, private banking, bancassurance and tax advisors. Feedback has been extremely positive and the practical nature of the programme has yielded immediate tangible benefits to the students participating.

An excellent qualification in its own right, we are particularly pleased that it has been approved by Financial Planning Standards Board Ireland (FPSB Ireland) as meeting the educational requirement for the prestigious CERTIFIED FINANCIAL PLANNER™ certification, which is being introduced to Ireland for the first time.

Upcoming Information Sessions

We are holding Information Sessions over the coming weeks in relation to the Graduate Diploma and CFP® certification and would be delighted if you could attend. These sessions are as follows:

Wednesday May 26th at 08:00am – Dublin, Institute of Bankers, North Wall Quay
Monday May 31st at 08:00am – Cork, Clarion Hotel, Lapps Quay
Tuesday June 1st at 08:00am – Limerick, Clarion Hotel, Steamboat Quay
Wednesday June 2nd at 08:00am – Galway, Courtyard by Marriott Hotel, Headford Point
Thursday June 3rd at 08:00am – Dublin, The Beacon Hotel, Sandyford

Course Details

The Graduate Diploma in Financial Planning is an 18 month programme consisting of 6 modules, delivered over two evenings per week for three semesters. Each module is delivered by way of twelve 2½ hour lectures / workshops. Dublin lectures are held on two evenings per week while lectures outside Dublin may be offered at weekends for convenience. Subject to operational constraints and academic requirements, students may opt to take either one or two modules each semester. Students commencing in September 2010 (and taking two modules per semester) may, therefore, expect to complete the Diploma in January 2012. Successful students 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.

Semester 1 (September 2010 to January 2011)

  • Principles and Ethics of Personal Financial Planning
  • Asset Management

Semester 2 (February 2011 to May 2011)

  • Retirement Planning
  • Tax and Estate Planning

Semester 3 (September 2011 – January 2012)

  • Financial and Risk Management
  • Integrated Personal Financial Planning

Who should enrol on this course?

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 wideranging financial planning for their clients.

Entry Requirements

Admission to this programme is open to the following:

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

Applications and Contact Details

To apply for this programme download and complete the application form below and send it to Terrie Kennedy, LIA, 183 Kimmage Road West, Dublin 12.

The closing date for receipt of completed application forms is Friday, 30th July 2010.

Potential applicants can make informal enquires to Terrie Kennedy at terrie.kennedy@lia.ie or 01 7099843.

Applications should be submitted as soon as possible as places may be limited.

It is not, however, necessary to make any payment of fees at the application stage. If your application is accepted the School of Professional Finance will invite you to register for the course and on registration the fee will be payable.

CFP® and 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.

Application Form for Graduate Diploma in Financial Planning