CPD Accreditation Request

Please confirm / tick the correct format of event and complete all questions, as this will reduce requests for additional information. Please supply sufficient information on the event in order for it to be reviewed; i.e. slides or a detailed breakdown of topics. As some topics in an event may not be relevant to a particular designation please also include the agenda or time spent on different topics. Your application can take up to 15 working days to be processed.

Contact Details
Event Details

Please insert exact title as per event invite/slides

If online course enter online. If more than three presenters please enter first 3 only

Enter the topics as detailed in the agenda/slides/learning outcomes etc. This must be comprehensive or can not be reviewed

Insert as hours or days e.g 1 hour. Excluding registration, breaks, lunch, networking etc. i.e include presentations and Q&A only.

Date of event

If held on more than one date please enter the first date. If online course please enter 01/01/20YY. Modules must have been taken during the applicable CPD year

Further Details

Please provide the web address to allow IOB to review the module and related assessment

The learning material must be completed before the assessment/test and cannot be bypassed. It must take at least the time noted here for both the learning and the assessment required.

Must be greater than the end of module assessment/test

Must be less than the number of questions in the test bank. Ensure your assessment has the required number of questions for the duration of the CPD requested. Clickhere for guidance.

Must be a minimum of 65%

Confirm that confirmation of successful completion is provided to the learner
Further Details
Transmitted live

Note: CPD hours cannot be claimed for viewing recorded events. Events must be attended 'live' to allow for learning interaction with presenter.

Can attendees put questions to and otherwise interact with the presenter/other attendees?
Is confirmation of attendance for the full duration available to each attendee?
Further Details

Please send us the Accreditation confirmation communication provided by LIA/II. Without this confirmation we will not be able to review the event. This can be uploaded as an attachment further below. For LIA events we also require the LIA code (e.g. LIA_1234) to be added to the ‘Other relevant info/comments’ box on the left’

Further Details

Modules can only be reviewed when they have been fully completed and when ratified results have been received within the relevant CPD year

Further Details

Do not select this option for any type of online or web event. This option is only for on premises/physical face to face events.

Relevant Designations

The content will be reviewed for all IOB/Compliance Institute designations


Data Protection Notice

About this data protection notice

This is a statement of the practices of The Institute of Bankers in Ireland, 1 North Wall Quay, North Dock, Dublin 1 (trading as IOB) (‘the Institute’, ‘we’, ‘us’, ‘our’) in connection with the capture of personal data on this webform and the steps taken by the Institute to respect your privacy.

The Institute is a Data Controller and is committed to protecting your rights and any personal information which you provide to the Institute will be treated with the highest standards of security and confidentiality, in accordance with Irish and European Data Protection legislation.

The privacy notice explains the following:
  • What information do we collect about you?
  • The purpose for collecting your personal data
  • The legal bases for collecting your personal data
  • Are you required to provide the information?
  • How we store and secure personal data?
  • Details of third parties with whom we share personal data
  • What are your rights?
What information do we collect about you?

The data we collect from you will be used by the Institute only in accordance with the purposes outlined in this privacy notice. We will collect your data via webform on www.iob.ie.

The data collected in this webform will be shared with the following areas of the Institute:

  • Programme Management Department
  • Marketing Department
  • Lifelong Learning Department
The purpose for collecting your data

The data we collect about you will be used for:

  • providing information on the programme(s) for which you have completed an expression of interest webform;
  • notifying you of promotional events related to this designation(s) or programme(s) e.g. Programme Taster Lectures, IOB Open Evening; and
  • advising you of upcoming application and registration closing dates for this designation(s) or programme(s)
The legal basis for collecting your data

For the purposes outlined in this privacy notice your personal data will be processed on the basis of Explicit Consent.

By submitting this webform, you confirm that you are providing your informed consent to the processing of your data as outlined here.

Are you required to provide the information?

We require you to complete the mandatory fields identified in this webform for the purposes outlined above. If you do not provide us with the information required in these fields, we may be unable to process this Expression of Interest form.

How we store and secure your data

Any data we collect from you will be stored confidentially and securely. The Institute is committed to ensuring all accesses to, uses of, and processing of Institute data is performed in a secure manner.

In keeping with the data protection principles, we will only store your data for as long as is necessary to provide our services to you and for such a period of time after this as is necessary to comply with our obligations under applicable law and, if relevant, to deal with any claim or dispute that may arise in connection with our relationship with you.

For the purposes described here we will store your data for one calendar year from the date you submit the webform. Before the end of this calendar year, we may contact you to ask if you wish to re-confirm your consent to the storing and processing of your data for the purposes outlined above.

When we store your personal data on our systems the data will be stored on the Institute’s secure I.T. platforms within the EEA which are also subject to European data protection requirements.

Details of third parties with whom we share personal data

The Institute will share your data with third parties where necessary for purposes of the processing outlined here.

We will share your information with our service providers (e.g. printers, I.T. support, auditors, legal advisors, and other professional advisors).

We may also disclose your information where required by law to do so.

Your information will not be shared with any other third parties.

When we share your data with the third parties outlined here the Institute will ensure that the data is only processed according to our specific instructions and that the same standards of confidentiality and security are maintained. Once the processing of the data is complete any third parties with whom data was shared will be required to return the data to the Institute save where they are required to retain it by law.

What are your rights?

You have the following rights, in certain circumstances and subject to applicable exemptions:

  • You are entitled to ask for a copy of the personal data, which IOB holds about you.
  • The right to have any inaccuracies in your personal data amended.
  • The right to object to the processing of your personal data.
  • The right to have the personal data that we hold about you erased.
  • The right to restrict the processing of your personal data.
  • The right to receive your personal data, which you provided to us, in a structured, commonly used and machine-readable format or to require us to transmit that data to another controller.
  • You have the right to withdraw your consent at any time.

If you have any queries relating to the processing of your personal data for the purposes outlined above or you wish to make a request in relation to your rights, you can contact the Institute’s Data Protection Officer using the contact details below.

If you are unhappy with the way in which your personal data has been processed, you may in the first instance contact the Institute’s Data Protection Officer using the contact details below.

IOB has a Data Protection Officer who can be contacted through [email protected] or by writing to:

The Data Protection Officer, IOB, IFSC, 1 North Wall Quay, Dublin 1.

If you remain dissatisfied then you have the right to apply directly to the Data Protection Commission for a decision. The Data Protection Commission can be contacted at:

Data Protection Commission
Canal House
Station Road
R32 AP23 Co. Laois

The Institute of Bankers in Ireland (a company limited by guarantee) trading as IOB

Registered Number: 197171
Registered Charitable Organisation
Charity Registration Number: 20026950
CHY Number: 10530

P: +353 (0)1 6116500
F: +353 (0)1 6116565
E: [email protected]

Privacy Statement
Terms and conditions