Asset Management

At a glance

Post-financial crisis, financial services firms are exposed to significant conduct risk and it has become increasingly important that individuals in a client facing role understand the complex nature of products they manage and/or advise on.



Additionally, managers/advisors must have complete knowledge of the fundamental principles underpinning investment products to mitigate clients’ risks.



Who is it for

The Professional Certificate in Asset Management has been designed in response to Banking and Insurance industry needs to upskill managers/advisors, above and beyond the Minimum Competency Code requirements in the area of investment advice.



Award

Professional Certificate in Asset Management from UCD

This is a level 9 qualification on the National Framework of Qualifications and carries 10 ECTS

Invite to the Asset Management Professional (AMP) designation

Modules and learning outcomes

Asset Management - (NFQ level 9, 10 ECTS)

An understanding of robust financial planning and wealth management is an important pre-requisite for meeting customers’ financial and lifestyle objectives. This module covers core concepts in modern portfolio theory and marries them with the practical application of tools and techniques to construct and manage client portfolios. It assimilates a range of theoretical and empirical evidence to provide the best solutions when advising customers on investment and wealth management.

Entry Requirements

The minimum entry requirements to the Professional Certificate in Asset Management are:

• An Honours degree (min. 2.2 L8 NFQ)

• 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.

• 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 to December).

Assessment is a combination of continuous assessment and written exams.


The pass mark is 40% in all modules in line with UCD academic policy.

1 trimester

Delivery is online.

The programme fee is €1,100.

Next intake: Spring Trimester 2025-2026 academic year - (Assessment in May 2026).

Progression

The Professional Education Framework is a flexible education pathway that provides learning and development opportunities wherever you are in your career. You can access the framework at any step to take specialist qualifications depending on your career and learning need. Please click here to view the 2024/25 portfolio of programmes.