QFA/EFA- Your Journey to a Career in Financial Advice
Event Details
Free
Date and Time
Thu, 9 March 2023
13:00 - 14:00
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
Thu, 9 March 2023
13:00 - 14:00
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
Have you ever thought about embarking on a career in financial advice? If you would like to find out more then join us for an information session on our UCD accredited programmes that will help you to start your career in financial advice.
At the session you can meet our team as they explain how our programme, the Professional Diploma in Financial Advice leads to the benchmark Qualified Financial Advisor (QFA) designation. The QFA designation indicates that you have achieved the knowledge and skills required to offer financial advice on or to arrange retail financial products for consumers and have met the Central Bank's Minimum Competency Code.
By becoming a QFA designate you will be taking your first step to a new career in either financial advice or joining the pathway for a number of career paths within the financial services industry as a whole. IOB members of the QFA designation can also avail of the the European Financial Advisor™ (EFA) in addition to their QFA designation and Dr Gerry Grenham will explain the value of this designation. A questions and answers session will also be available for any queries you might have on any aspect of embarking on this pathway.
There are no CPD hours available for this event.
Dr Gerry Grenham
Senior Academic Consultant with IOB.
Gerry Grenham is currently a senior Academic Consultant with IOB. He holds a Bachelor of Science degree in Physics, a Masters in Management Science (now Data Analytics) and a PhD in Management Information Systems. He has been involved with the Graduate Diploma in Financial Planning since the programme’s inception and is a former Programme Director. As Programme Director he has been involved in programme design and review over the years.
His area of academic expertise is Quantitative Method and Management Information Systems (MIS) and he has lectured across a variety of programmes (mostly in Business and Finance) and third level academic institutions in these areas.
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 CPD and Financial Advice at IOB
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.
