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.
Top questions on becoming a Qualified Financial Adviser (QFA)
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"It's given me confidence to go on and apply for roles within my organisation"
IOB courses provide meaningful credentials that demonstrate ongoing dedication to professional development. The courses, learning site, materials, lecturers and fellow participants allow you to build your support structure and extend your network.
I have been a member of the IOB for many years…I recommend that every person working in the financial services industry in Ireland should join IOB as it will help you to grow and develop your career in banking.
IOB was founded in 1898 by a small group of financial services professionals. Today we are Ireland's largest professional membership community.Join IOB today