Retirement Planning

The programme will ensure that participants deepen their knowledge of the theory and practice of retirement planning along with enhancing and developing the key skills required in the provision of retirement planning advice.

Entry Requirements The minimum entry requirements to the Professional Certificate in Retirement Planning are as follows:

• An honours degree (min. 2.2 L8 NFQ) in business or a related discipline 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 c) Admission many 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 current member of IOB, or become a member, to undertake this programme, (membership year - January to December).