Thu, 15 February 2024
13:00 - 13:30
Your event Zoom link is available via IOB Learn, but will also be emailed to you before 11am on the morning of your event.
Thu, 15 February 2024
13:00 - 13:30
Your event Zoom link is available via IOB Learn, but will also be emailed to you before 11am on the morning of your event.
Acquiring the QFA designation through IOB offers the Triple Crown for Financial Advisors: QFA + EFA™ + UCD Award.
Under The Central Bank of Ireland's regulations, the minimum competency requirements have been extended for Credit Unions and will come into effect in October 2024. As part of IOB’s ongoing support for Credit Union members, we want to advise you of the ways you can gain a professional designation required under the Central Bank of Ireland Minimum Competency Code (MCC).
Please join Jim O'Brien, QFA Expert and Caitriona McCarthy, Head of CPD Accreditation and Financial Advice, to learn more as they explain how IOB can help you become compliant to advise members on a range of products.
There are no CPD hours for this event
Jim O'Brien is a Finance professional with more than 40 years experience gained in the Irish banking and financial services industry. Primary experience has been gained in the Credit departments of four of the pillar banks. Jim has a keen interest in continuing professional development and lifelong learning.
Caitriona's current role in IOB is Head of CPD and Financial Advice. She has also previously 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.