Programme Code CPFP
Programme Duration 1
Programme Level 8
 
EQF Level 6
 
EHEA Level First Cycle
Programme Credits 40
Semester Duration 0 Week(s)
Language of Instruction English
CAO Code; QQI Progamme Code etc
Code
 

Programme Outcomes

On successful completion of this programme the learner will be able to :

Description
Carry out self-directed learning and demonstrate the ability to review and research literature, regulation and legislation relevant to the financial services industry.
Be able to critically analyse and evaluate the methods and mechanisms pertaining to meeting protection, savings, investment, retirement and lending needs, and the corresponding regulation of this sector.
Possess a comprehensive understanding of the financial planning process used to provide professional advice, while meeting all regulatory requirements.
Have the ability to communicate using appropriate technical language, legislative provisions relating to providing financial advice, range of product features, benefits and options.
Have an extensive knowledge of products used to meet client needs in areas of protection, savings, investment, retirement, and lending, and be able to compare and contrast these products in order to make suitable recommendations.
Demonstrate a critical understanding of the role of the Personal Financial Planner in all aspects of the financial planning process.
Possess a comprehensive understanding of the financial planning process used to provide professional advice, while meeting all regulatory requirements.
Possess a comprehensive understanding of the financial planning process used to provide professional advice, while meeting all regulatory requirements.
Have developed a range of interpersonal written and oral skills through a mix of project work, role play, and group work.
Have an up to date technical knowledge of the practices and legislative provision pertaining to personal financial planning in Ireland and a developed awareness of the challenges, current policies and the changing nature of this industry.
Possess a developed awareness of the importance of technical standards and codes of professional conduct appropriate to the financial services industry.
Have the ability to apply their technical knowledge and analytical skills to a range of financial needs scenarios and to communicate recommendations or options.
Possess a comprehensive understanding of the financial planning process used to provide professional advice, while meeting all regulatory requirements.
Possess a developed awareness of the importance of technical standards and codes of professional conduct appropriate to the financial services industry.
Develop a critical understanding of the importance of professional conduct in the financial services industry.
Be able to critically review relevant material from a range of sources such as academic and industry sources of material, literature, government and Central Bank publications, and legislative and regulatory provisions.
Be able to critically analyse and evaluate the methods and mechanisms pertaining to meeting protection, savings, investment, retirement and lending needs, and the corresponding regulation of this sector.
Demonstrate a critical understanding of the role of the Personal Financial Planner in all aspects of the financial planning process.
Carry out self-directed learning and demonstrate the ability to review and research literature, regulation and legislation relevant to the financial services industry.
Have an extensive knowledge of products used to meet client needs in areas of protection, savings, investment, retirement, and lending, and be able to compare and contrast these products in order to make suitable recommendations.
Have the ability to communicate using appropriate technical language, legislative provisions relating to providing financial advice, range of product features, benefits and options.
Have developed a range of interpersonal written and oral skills through a mix of project work, role play, and group work.
Demonstrate a critical understanding of the role of the Personal Financial Planner in all aspects of the financial planning process.
Possess a comprehensive understanding of the financial planning process used to provide professional advice, while meeting all regulatory requirements.
Be able to critically review relevant material from a range of sources such as academic and industry sources of material, literature, government and Central Bank publications, and legislative and regulatory provisions.

Semester Schedules

Stage 1 / Semester 1

Core Subject
Module Code Title
H8AFP Applied Financial Planning
H8LR Law and Regulation
H8LA Life Assurance
H8LNS Loans
H8RBEN Retirement Benefits
H8SI Savings and Investments