QFA/EFA - Your Journey to a Career in Financial Advice
Event Details
Free
Date and Time
Wed, 28 June 2023
12:00 - 12:45
Location
Online via Zoom- Zoom link will only be available on IOB Learn
From your desktop
Login to IOB Learn
Click on Home at the top of the page
Scroll down to Quick Links
Under Quick Links click on Events/My Events
Click on My Upcoming Events
Click on your Event card
Click on Open Content to bring you to Zoom
From IOB Learn App__
Click on the middle icon at the bottom of the screen (looks like a compass dial)
Scroll down to Content Channels, under this is 'Events', click on 'Events'
Scroll down to 'My Upcoming Events'
Click on the event then click on the Live Event Card to access the Zoom call
Event Details
Free
Date and Time
Wed, 28 June 2023
12:00 - 12:45
Location
Online via Zoom- Zoom link will only be available on IOB Learn
From your desktop
Login to IOB Learn
Click on Home at the top of the page
Scroll down to Quick Links
Under Quick Links click on Events/My Events
Click on My Upcoming Events
Click on your Event card
Click on Open Content to bring you to Zoom
From IOB Learn App__
Click on the middle icon at the bottom of the screen (looks like a compass dial)
Scroll down to Content Channels, under this is 'Events', click on 'Events'
Scroll down to 'My Upcoming Events'
Click on the event then click on the Live Event Card to access the Zoom call
Registration for this event will close at midnight the night prior to the event or when it reaches capacity.
Secure your future as a Qualified Financial Adviser (QFA) and European Financial Advisor™ (EFA).
Join us for an information session on the Professional Diploma in Financial Advice leading to the QFA and EFA designations. Meet our Head of CPD Accreditations and Financial Advice - Caitriona McCarthy, who will present on the programme and answer any questions that you may have.
All modules are delivered 100% online, part time. On completion you will receive the Professional Diploma in Financial Advice (NFQ Level 7) awarded by UCD.
Start by studying for one of six modules: Regulation, Life Assurance, Loans, Investment, Pensions, or Financial Planning and qualify to meet the Central Bank’s Minimum Competency Code to advise customers in a variety of roles.
EFA designation
IOB has formalised an agreement with the European Financial Planning Association (EFPA) to allow Qualified Financial Advisors (QFAs) who are active IOB members to avail of the European Financial Advisor™ (EFA) designation in addition to their QFA designation. The additional cost of the certification is covered by IOB on behalf of their members.
Find out more: QFA designates with IOB granted European Financial | IOB
There are no CPD hours available for this event.
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.
