Professional industry programmes
In order to advise on or sell retail financial products, under Central Bank’s Minimum Competency Code (MCC), individuals must be an Accredited Product Adviser (APA) and/or a Qualified Financial Adviser (QFA).
Additionally, financial planners and advisers must have complete knowledge of the fundamental principles underpinning investment products to mitigate customers’ risks. See below our full suite of Financial Advice and Planning programmes, including our Graduate Diploma in Financial Planning preparing you for the Certified Financial Planner (CFP) designation.
IOB has recently launched three new Wealth Management and Financial Planning programmes. These are in addition to our existing suite which includes financial planning, wealth management, retirement planning, pensions advice and asset management. These programmes provide an integrated ladder-of-opportunity for bank staff to progress beyond the Minimum Competency Code (MCC) requirements of the Central Bank of Ireland and address the evolving requirements of customers in this rapidly expanding market sector.
I have been an IOB member since 2010. In the last 10+ years, I changed roles and progressed my career. IOB educational support was one of the enablers of this progress.
When I joined the bank first, I got my QFA designation and just last year I completed the Certified Bank Director program. I would recommend IOB to anyone in banking regardless of what qualifications and experience they already have.
IOB has a genuine interest in all members' future progression and their contribution in making the finance sector 'fit for purpose'. IOB membership is important to me.
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