Mon, 24 August 2026
13:00 - 14:00
Your event link is available via IOB Learn
Mon, 24 August 2026
13:00 - 14:00
Your event link is available via IOB Learn
Using the New Retirement Reality research as a starting point, this session explores how retirement advice is evolving beyond technical pension knowledge. As clients face increasingly complex retirement decisions, advisers need a broader skill set combining behavioural psychology, communication, technology and AI awareness—capabilities that are embedded throughout the Graduate Diploma programme.
This event will automatically close midnight the day before or if its fully booked
There is 0.5 CPD hour available for the following designations
QFA (Pensions only)
CPD Member (Pensions only)
RS CPD Member (Pensions only)
Licentiate of Compliance Institute
Fellow of Compliance Institute (Compliance)
Wealth Management Professional
Retirement Planning Professional
Accredited Professional Pension Trustee (0.5 hours available for Pensions only)
Emer is CEO of the Financial Planning Standards Board, the body in Ireland responsible for the CFP professional designation and promoting improved standards in personal financial planning.
Prior to this she was an Associate Director in a Wealth Management firm and specialised in providing personal financial planning to private clients.
She is a CERTIFIED FINANCIAL PLANNER professional, an Associate of the Institute of Taxation and a Qualified Financial Adviser
