CPD Blitz: The Value of Financial Advice in Challenging Times
Event Details
Free to Members
Date and Time
Thu, 12 November 2026
09:30 - 12:00
Location
Your event link is available via IOB Learn
Event Details
Free to Members
Date and Time
Thu, 12 November 2026
09:30 - 12:00
Location
Your event link is available via IOB Learn
The 2026 IOB CPD Blitz brings together experts in consumer protection, lending and taxation to explore the important role financial professionals play in supporting customers through some of life's most challenging financial circumstances.
From recognising and responding to customer vulnerability, to helping individuals navigate lending decisions and understand the tax implications of major life events, this online event will provide IOB members with practical insights that can be applied immediately to customer interactions.
Members will gain a deeper understanding of how high-quality financial advice and support can help customers make better decisions, achieve positive outcomes and build financial resilience during periods of uncertainty and change.
Join us for this CPD Blitz to learn more about how you as a financial professional can continue to deliver value, build trust and support customers when they need it most.
This event will automatically close midnight the day before or if its fully booked.
There are 2 hours available for this event for the holders of the following designations:
QFA: (Life Assurance, Pensions, Savings & Investments, Housing Loans, Consumer Credit and Debt Management)
CPD Member: (Life Assurance, Pensions, Savings & Investments, Housing Loans, Consumer Credit and Debt Management)
Registered Stockbroker: (Life Assurance, Pensions, Savings & Investments, Housing Loans, Consumer Credit and Debt Management)
Licentiate of Compliance Institute
Fellow of Compliance Institute (Compliance)
Wealth Management Professional
Retirement Planning Professional
Accredited Professional Pension Trustee :(Savings & Investments and Pensions only)
MCI
Karena Duane
Founder, Money, Just For Her
Karena Duane is a Certified Financial Planner (CFP®), Qualified Financial Adviser (QFA) and MBA graduate of Trinity College Dublin, with more than 25 years’ experience in Irish pensions and financial planning. She is the founder of Money, Just For Her, Ireland’s financial literacy platform for professional women. Having previously led and grown a financial planning business, Karena now focuses on financial education, content and workshops, translating complex pension and financial planning topics into clear, practical guidance people can use.
Bernice Evoy
Solicitor, Head of Legal & Regulation, BPFI
Bernice Evoy is a solicitor and is Head of Legal at BPFI. Bernice qualified and worked as a solicitor at a leading Irish law firm and then moved to an in-house position at Danske Bank before taking up her current role in 2014. Bernice guides BPFI on the legal and regulatory issues affecting the financial services industry including the Individual Accountability Framework. Bernice also leads the BPFI’s Assisted Decision Making Capacity Act Working Group and its Vulnerable Customer Forum, working closely with BPFI members and stakeholders on the legal and regulatory issues which arise for consumers and for industry.
Bernice works on formulating appropriate responses when dealing with the industry’s stakeholders and is responsible for the BPFI’s Legal and Conveyancing Committee.
Bernice is a Board member of Safeguarding Ireland.
