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Asset Management

Who is this programme for?

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. 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.

How you will benefit

This programme has been designed for those satisfying the Minimum Competency Code (MCC) of the Financial Regulator who wish to progress their knowledge and skills in the specific area of investment and asset management to that of Certified Financial Planner (CFP®), the world's most widely respected financial planning designation. The programme integrates both theoretical and practical aspects of investment and asset management. It will provide a detailed examination of the theoretical and practical elements of investment assets, investment markets and market participants. It also provides the first stepping-stone to those considering taking the Graduate Diploma in Financial Planning and the full CFP® designation.

Entry requirements

The minimum entry requirements for the programme are:

Relevant Honours business degree (H2.2 minimum); 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, AITI Chartered Tax Advisers (CTAs), accountants, solicitors and barristers.

Professional Body Membership

You must be a member, or become a member of the LIA or the Institute of Banking to undertake this programme.

Continuous Professional Development

If you hold an Institute designation or a designation managed by the Institute, CPD hours may be awarded on successful completion of this programme

Duration

One academic trimester (12 lecture weeks)

Lectures will be offered on a part-time basis in the following locations (subject to demand):

•Dublin
•Portlaoise

Further enquiries

Edel Hayden - Programme Manager
education@iob.ie

Subjects taught

Modules and learning outcomes

01 Asset Management (NFQ level 9, 10 ECTS)

This module covers the core theoretical 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 innovative solutions when advising clients on investment, asset and wealth management.

Comment

Award

When you successfully complete this module, you will be awarded the Professional Certificate in Asset Management (level 9) from UCD.

Assessment method

Assessment is a combination of continuous assessment and written exams.

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

Course fee

The programme fee is €1,100.

Enrolment and start dates

Please contact the course provider for the next enrolment and start date.

Remember to mention gradireland when contacting institutions!