CPD Blitz
Event Details
Free
Date and Time
Wed, 24 November 2021
09:00 - 11:00
Location
Online via Zoom
Event Details
Free
Date and Time
Wed, 24 November 2021
09:00 - 11:00
Location
Online via Zoom
Due to popular demand event has now reached max capacity and is closed for registration.
New date added
This event is also being run on December 8th if that date is more suitable- click here for more information
Don’t miss this opportunity to get 2 hours of CPD completed! IOB offers our members this cutting edge event with top experts in their fields covering all the latest updates on everything you need to know for your professional development.
Topics covered will include
• Financial Services and Pensions Ombudsman (FSPO)
•Taxation
•Anti-Money Laundering (AML)
•Suspicious Transaction Reporting (STR)
•Know Your Customer (KYC)
Register now to this free event as spaces are limited and will close once we reach capacity.
The event will be held over Zoom. Please ensure you have access to Zoom in advance of the event taking place. Zoom is available on all PCs, laptops, tablets and Apple or Android devices. The link to join the event will be emailed to registered members on the day of the event.
The registration for the event will close once we reach capacity or at 12pm the day before the event.
There are 2 hours available for the following designation:
QFA
APA
Grandfathered CPD member
Registered Stockbroker (Housing Loans)
LCOI
MCI
Bryan Johnston
Bryan Johnston is an enthusiastic and energetic presenter who has been lecturing to QFA students for many years. He specializes in translating the textbooks into understandable and bite-size chunks.
He has been helping students pass QFA exams for over 10 years and has a terrific insight into all 6 QFA modules and exams.
Bryan’s background is in sales and sales management in banking and insurance. He also has a great technical knowledge and this combination makes learning both fun and insightful.
His style is to make the learning interactive and he encourages students’ participation and questions.
Stephen Hudson
Director of Financial Crime Compliance, Grant Thornton
Stephen Hudson, Director of Financial Crime Compliance, Grant Thornton has over 13 years’ industry and regulatory experience across multiple financial sectors including Life Assurance, Pensions, Investments, Funds, Money Remittance and Payment Service Providers, Wholesale Banking and Retail Banking.
He previously worked for the Central Bank of Ireland's Anti- Money Laundering Division supervising credit and financial institutions in their adherence to the Criminal Justice (Money Laundering and Terrorist Financing) Act 2010 (as amended).
This included inspecting, guiding and challenging firms to ensure that strong governance principles and effective risk management frameworks were in place to detect and prevent Money Laundering and Terrorist Financing.
Catriona Coady
Head of Tax Wealth Management with Goodbody
Catriona Coady is a Head of Tax Wealth Management with Goodbody and is responsible for assisting clients in developing and implementing their strategic tax and investment goals.
She is adept in advising on tax and investment solutions covering estate and succession planning, investment, pension and retirement planning.
Prior to working for Goodbody, she spent over 20 years working with big 4 firms providing tax advice to international and domestic clients. She is a CTA, TEP and CFP.