A Career as a Qualified Financial Adviser
Event Details
Free
Date and Time
Mon, 23 October 2023
13:00 - 14:00
Location
Your event Zoom link is available via IOB Learn, but will also be emailed to you before 11am on the morning of your event.
Event Details
Free
Date and Time
Mon, 23 October 2023
13:00 - 14:00
Location
Your event Zoom link is available via IOB Learn, but will also be emailed to you before 11am on the morning of your event.
If you have ever considered a career as a Financial Advisor we would be delighted to invite you to our information session about the Professional Diploma in Financial Advice.
This UCD accredited programme is recognised by the Central Bank as fulfilling the education requirements of the Minimum Competency Code for anyone who wishes to begin a career in arranging or providing advice to consumers on specified retail financial products such as Housing Loans, Savings and Investments, Life Assurance, Pensions and Consumer Credit.
On successful completion of the Professional Diploma in Financial Advice with IOB you will be invited to take up both the QFA (Qualified Financial Advisor) and EFA (European Financial Advisor) designations. The QFA designation is the benchmark designation for advisors who work in this sector.
In addition, IOB is very proud to be the only body in Ireland to offer the EFA designation as a result of our agreement with the European Financial Planning Association alongside the QFA designation.
Join Margaret and Caitriona for this interactive session and learn everything you need to know about the Professional Diploma in Financial Advice, the QFA and the EFA designations.
Registrations to the January 2024 exams close on Friday 10 November. Find out more and register here.
There are no CPD hours available for this event.
Margaret D’Arcy
Head of Education Financial Services, Funds and Wealth Planning, IOB
Margaret D’Arcy is the Programme Director at IOB for Funds and Wealth Planning. Margaret joined IOB in August 2019 after spending more than twenty years lecturing on both professional and university accounting programmes.
Margaret's career started in retail banking and took her through a variety of roles, including Audit, Project Management and finally Head of Operations Treasury and International.
Caitriona McCarthy
Head of Accreditations and Financial Advice at IOB
Caitriona's current role in IOB is Head of Accreditations and Financial Advice. She has also held the role of Programme Manager for the Professional Diploma / Certificate in Financial Advice. She previously worked in a number of roles in Financial Services where holding the QFA designation has been essential to her career.
