Professional Certificate in Asset Management

Transcription

1 Professional Certificate in Asset Management Postgraduate Education 2015/2016

2 Who we are THE INSTITUTE OF BANKING The Institute of Banking is the largest professional institute in Ireland. We are a community of 34,000 members who work in banking and international financial services in both the Republic of Ireland and Northern Ireland. Professional development of our members through education is at the heart of what we do. The Institute provides university level programmes to enable our members achieve and sustain their professional qualifications and continuing professional development (CPD) - essential in meeting customer and regulatory expectations. More than 10,000 of our members studied with us last year and we have over 21,000 CPD members. EXCELLENCE IN EDUCATION A RECOGNISED COLLEGE OF UCD As a recognised college of University College Dublin (UCD) and the standout banking industry educator, we offer qualifications of the highest standard. We currently have more than 30 programmes ranging from Professional Certificates (level 7 on the National Framework of Qualifications (NFQ)) to Masters Degrees (level 9). We design our programmes to be practical and relevant, but grounded in academic rigour. LIFE INSURANCE ASSOCIATION (LIA) LIA is the professional education and development association for those who work in all areas of the Financial Services industry. With just over 10,000 members LIA s mission is to enhance the knowledge, competence and skills of our members and students who work in all areas of the Financial Services industry. This translates into assisting our members and students in the following three distinct ways: 1. Attaining educational qualifications and resulting MCC (Minimum Competency Code) accreditations (i.e. designations) through our various educational courses 2. Retaining their designations by keeping up to date with legislative, regulatory and industry changes - through our annual Regional and National face-to-face CPD seminars and our online CPD facility, MyCPD 3. Developing themselves personally and professionally through our non MCC courses, our Regional and National non CPD seminars and workshops, and regular relevant articles published on our website and in our quarterly journal, The Financial Professional. Certificate MSc in Banking Asset Management Who we are

3 Introduction WHO IS THIS PROGRAMME FOR? The Professional Certificate in Asset Management is a specialist, one module, level 9 programme leading to the designation Specialist Investment Advisor (SIA). It is ideal for those working in an advisory, product production or support role in the areas of investment, asset management and wealth management and who wish to take their knowledge beyond minimum competency levels. 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. 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. CURRICULUM You will study one module: 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. In addition, successful completion of this programme will provide one module credit to qualifying applicants to the Graduate Diploma in Financial Planning. PROFESSIONAL DESIGNATION On successful completion of the programme graduates are eligible to apply for the Specialist Investment Adviser (SIA) designation. Certificate in Asset Management Introduction 01

4 Further Information AWARD When you successfully complete this module, you will be awarded the Professional Certificate in Asset Management from UCD (at postgraduate level 9). ENTRY REQUIREMENTS The minimum entry requirements for the programme are: - Honours degree in business or a related discipline (e.g.) accounting, finance, economics 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. PROFESSIONAL BODY MEMBERSHIP You must be a member, or become a member of the LIA, the Institute of Banking or the Irish Tax Institute to undertake this programme. DELIVERY Lectures are delivered on a part-time basis in the following locations subject to demand: - Dublin - Portlaoise DURATION One academic semester (12 lecture weeks) ASSESSMENT Assessment is a combination of continuous assessment and end of semester exams. The pass mark is 40% in all modules in line with UCD academic policy. FEES The programme fee is c1,100. Fees will be reviewed annually. Tax relief may be available to candidates who are paying fees in a personal capacity. Further information is available from SUBMISSION OF APPLICATIONS Applications are currently being accepted online by clicking Apply Now on Closing date for applications is 11 September If demand from applicants exceeds available places, a waiting list system will apply. PROGRAMME COMMENCEMENT October 2015 INTERESTED? NEXT STEPS. Further information on this programme is available from: Dr Gerry Grenham Head of Postgraduate Programmes, The Institute of Banking E: [email protected] T: +353 (1) W: Terrie Kennedy Executive Administrator, LIA E: [email protected] T: +353 (1) W: 02 Certificate in Asset Management Further Information

5 03

6 The Institute of Banking IFSC, 1 North Wall Quay Dublin 1 Ireland P: +353 (0) F: +353 (0) E: [email protected] W: