Course Summary
The Professional Diploma in Financial Planning, awarded by University College Dublin (UCD), is a highly regarded postgraduate qualification designed for those working in, or who would like to develop a career in, financial planning and wealth management.
College Link
Career Sectors
This course prepares you for working in the Career Sectors below. Follow the links to get a fuller understanding of the sectors you are preparing for.
Entry Requirements
Entry Requirements
The minimum entry requirements for the programme are:
• 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.
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Professional body membership
You must be a member, or become a member of IOB to undertake this programme.
Application Details
Next intake: Spring Trimester 2025 - (Assessment in May 2025).
This programme enrols twice a year.
Fees
€1,100 per module.
The Student
Career Interests
This course is typically suited for people with the following Career Interests. If these interests do not describe you, this course may prepare you for work you may not find satisfying.
Enterprising
Enterprising people like situations that involve using resources for personal or corporate economic gain. Such people may have an opportunistic frame of mind, and are drawn to commerce, trade and making deals. Some pursue sales and marketing occupations. Many will eventually end up owning their own business, or in management roles in larger organisations. They tend to be very goal-oriented and work best when focused on a target. Some have an entrepreneurial inclination.
Administrative
Administrative people are interested in work that offers security and a sense of being part of a larger process. They may be at their most productive under supervisors who give clear guidelines and while performing routine tasks in a methodical and reliable way.
They tend to enjoy clerical and most forms of office work, where they perform essential administrative duties. They often form the backbone of large and small organisations alike. They may enjoy being in charge of office filing systems, and using computers and other office equipment to keep things running smoothly. They usually like routine work hours and prefer comfortable indoor workplaces.
Career Progression
Candidates who successfully complete the Professional Diploma in Financial Planning are eligible to continue their studies in the following ways:
Graduate Diploma in Financial Planning and / or The MSc in Financial Services.
Both programmes are awarded by UCD and are level 9 qualifications on the National Framework of Qualifications.
Duration
Delivery is 100% online.