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  #2  
2nd December 2014, 04:10 PM
Super Moderator
 
Join Date: Apr 2013
Re: Institute of Bankers School of professional finance

The Institute of Bankers in Ireland was established 1898, The Institute is
One of the oldest and most respected banking institutes in the world with over 35,000

Members. The Institute of Bankers School of Professional Finance is a recognized school

Of University College Dublin, and its affiliated with the UCD College of Business and Law.

Course offered by Institute of Bankers School of Professional Finance

Graduate diploma in Financial Planning

Structure:
Year 1
Semester 1
• Principles and Ethics of Personal Financial Planning
• Tax and estate Planning

Semester 2
• retirement Planning
• Asset Management

Year 2
Semester 3
• Financial and risk Management
• Integrated Personal Financial Planning

Fees:
€1,025 per module, payable at the beginning of each semester

Institute of Bankers School of professional finance



  #3  
7th November 2015, 12:16 PM
Unregistered
Guest
 
Re: Institute of Bankers School of professional finance

Hello friend I want the details for the Institute of Bankers School of professional finance
so please provide me details for this?
  #4  
7th November 2015, 12:20 PM
Super Moderator
 
Join Date: Apr 2013
Re: Institute of Bankers School of professional finance

Hello brother I am providing you the details of Institute of Bankers School of professional finance…………..

Programme Outcomes

Employ the constituent disciplines underpinning financial
planning, including investments, pensions, taxation and estate
planning

Apply the analytical, problem solving and decision making skills
required to undertake complex and comprehensive financial
planning

Evaluate economic, financial and other relevant data to create
integrated financial plans

Integrate a deep understanding of professional values and
ethical issues with excellence in financial planning execution

Module Overview

Principles and Ethics of Personal Financial Planning
Economic Concepts
Legal Concepts including Contract Company and Partnership Law
Time Value of Money Concepts and Calculations
Financial Planning Process
Regulatory and Ethical Environment
Assessment of Risk Tolerance
Soft Skills

Asset Management
Role of Investment
Asset Classes
Investor Types
Investment Structures and Markets
Market Equilibrium
Fundamental Market Value
Derivative
Efficient Markets
Risks - Types and Measurement
Modern Portfolio Theory
Behavioural Finance
Portfolio Management
Property Management
Alternative and Socially Responsible Investing
Portfolio Construction
Investment Management and Measurement

Retirement Planning
Need for Retirement Provision
State Pensions
Personal Retirement Provision
Employer/Employee Pensions Schemes
Retirement Benefit Arrangements
Pension Fund Limits
Pension Fund Investment
Investment Restrictions
Marriage Breakdown and Pensions Adjustment Orders (PAO)
Regulation of Pensions Arrangements
Other Employee Benefits
Fact-finding for Retirement Planning
Retirement Planning
Case Studies

Tax and Estate Planning
Income Tax
Capital Gains Tax
Capital Acquisitions Tax (including taxation of gifts and inheritances)
Succession and Estate Planning
Philanthropy;
Fundamentals of Corporation Tax and Stamp Duty
International Issues

Financial and Risk Management
Personal Financial Ratios
Financing Strategies
Cash Flow Management
Financial Statements
Business Financial Statements
Personal Protection Needs
Temporary Insurance
Whole of Life Assurances
Serious Illness Insurance
State Ill Health Benefits
Savings and Investment Policies
Taxation of Policy Benefits
Legal Issues Regarding Life Insurance

Integrated Personal Financial Planning
Fact-finding
Use of Financial Mathematics and Spreadsheets in Financial Planning
Segmented Financial Planning for Special Circumstances
Comprehensive Financial Planning
Multi-disciplinary Case Studies

Fees
€1,000 per module, payable at the beginning of each semester

The Institute of Bankers School of Professional Finance





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