Credit Union Staff - How to become a QFA
Event Details
Free
Date and Time
Wed, 18 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
Wed, 18 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.
Are you currently working in a Credit Union, or are hoping to make a career move to begin a role in the Credit Union?
If you are, we would like to invite you to our upcoming event aimed at those who are interested in learning more about how to become a Qualified Financial Advisor (QFA) and how holding this benchmark designation can assist on your career journey.
It is an important time for the Credit Union movement and IOB are delighted to support the Credit Union staff on this journey, both as a student and afterwards as a designate.
Our UCD accredited programme, the Professional Diploma in Financial Advice 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.
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 and how it will assist with your career in the Credit Union.
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 the financial services sector, including the Credit Union movement.
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.
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.
