The school of Professional finance (UCD and Institute of Bankers) has recently introduced a graduate diploma in financial planning and for more complex advice one should seek out an adviser with the Grad Dip qualification.
The ultimate benchmark of the competence of a financial planner is the internationally recognised CERTIFIED FINANCIAL PLANNER qualification which will be available in Ireland in the coming weeks. See for more details.
These qualifications demonstrate that the adviser has been tested both academically at level 9 masters and in a practical examination which tests their ability to interpret and apply solutions across all aspects of personal financial planning including taxation, insurance, investment, retirement planning and to apply this in an ethical and professional manner.
For matters of estate planning and trusts the relevant specialist qualification is TEP (Trust and Estate Practitioner). www.step.ie
Brendan and I spoke recently about setting up a list of advisers with higher levels of specialist qualifications and I am in the process of compiling the same if any AAM advisers would like to submit their CV to either myself or Brendan by private message.
I would suggest an independent AAM committee should confirm the validity of the claims made by the advisers and maintain a list of independently verified advisers.
Marc Westlake CFP, Grad Dip, DIP , QFA (Ireland) Dip PFS (UK)
CERTIFIED FINANCIAL PLANNER
member of :
Chartered insurance institute (UK)
Personal finance society (UK)
Life insurance association(Ireland)
Society of Trust and Estate Practitioners (Ireland)
The ultimate benchmark of the competence of a financial planner is the internationally recognised CERTIFIED FINANCIAL PLANNER qualification which will be available in Ireland in the coming weeks. See for more details.
These qualifications demonstrate that the adviser has been tested both academically at level 9 masters and in a practical examination which tests their ability to interpret and apply solutions across all aspects of personal financial planning including taxation, insurance, investment, retirement planning and to apply this in an ethical and professional manner.
For matters of estate planning and trusts the relevant specialist qualification is TEP (Trust and Estate Practitioner). www.step.ie
Brendan and I spoke recently about setting up a list of advisers with higher levels of specialist qualifications and I am in the process of compiling the same if any AAM advisers would like to submit their CV to either myself or Brendan by private message.
I would suggest an independent AAM committee should confirm the validity of the claims made by the advisers and maintain a list of independently verified advisers.
Marc Westlake CFP, Grad Dip, DIP , QFA (Ireland) Dip PFS (UK)
CERTIFIED FINANCIAL PLANNER
member of :
Chartered insurance institute (UK)
Personal finance society (UK)
Life insurance association(Ireland)
Society of Trust and Estate Practitioners (Ireland)