Financial Planning

The Graduate Diploma in Financial Planning, awarded by University College Dublin (UCD), is a highly regarded postgraduate qualification (level 9), designed for those working in, or who would like to develop a career in, financial planning and wealth management.

Entry Requirements The minimum entry requirements for the Graduate Diploma in Financial Planning are as follows:

• An honours degree (min. 2.2 L8 NFQ) or
• Equivalent relevant professional qualification (e.g.) Qualified Financial Adviser (QFA), with three years’ relevant work experience obtained in the banking or financial services industry, Chartered Tax Advisers (CTAs), accountants, solicitors and barristers. or
• Admission may also be considered for experienced professionals who do not meet the admission requirements as set out above, where they can demonstrate knowledge through their work i.e. they have more than 5 years’ experience in a management role (to be considered on a case-by-case basis).
• Candidates should also have a working knowledge of Microsoft Excel before starting on the programme. ________________________________________ Professional Body Membership You must be a member, or become a member of IOB to undertake this programme, (membership year January - December). ________________________________________ Exemptions
• Holders of the Chartered Tax Adviser (CTA) qualification qualify for an exemption from the Tax and Estate Planning module.