Financial Planning


Financial Planning

The programme has been designed in conjunction with leading advisers and industry experts to ensure what you learn is practical, relevant and immediately transferable to your professional practice.

Successful students will also obtain two designations on route to the Certificate:
Retirement Planning Adviser (RPA)
Specialist Investment Adviser (SIA)

Once you have completed the programme you will be awarded the Postgraduate Certificate in Business in Financial Planning from ATU Sligo. This is a Level 9 qualification on the National Framework of Qualifications and carries 30 ECTS credits.

Students who wish to progress their studies can advance to the Postgraduate Diploma in Financial Planning (note, as the Diploma supersedes the Certificate, students will be required to redact their Certificate in order to obtain the Diploma).

Subjects taught

Term 1
September - January
Principles and Practices of Financial Planning

Retirement Planning*

Term 2
February - May
Investment Management

Retirement Planning*

*The Retirement Planning module can be completed in Term 1 or Term 2.

Entry requirements

Relevant 2.2 honours degree (level 8) in business, finance or in a numerate discipline (such as mathematics, physics or engineering)
Equivalent relevant professional qualification:


Qualified Financial Adviser (QFA) with three years’ relevant work experience obtained in the life assurance or financial services industry.
AITI Chartered Tax Advisers (CTAs)
Member of a Professional accountancy bodies (ICAI, ACCA, CIMA, ICPAI)
Solicitors and barristers

LIA membership is required to register on this programme. Students must hold an active QFA designation and LIA membership to obtain the RPA and SIA designations.

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.


This is a 9-month programme delivered over two terms, consisting of three modules:

Principles and Practices of Financial Planning
Retirement Planning
Investment Management

This part-time programme is delivered via online lectures and exams.

Enrolment dates

Register by September 2024

More details
  • Qualifications

    Special Purpose Certificate (Level 9 NFQ)

  • Attendance type

    Part time

  • Apply to

    Course provider