As an IOB member, you can complete your eCPD and update your CPD record on IOB Learn.
Continuing professional development (CPD) helps you maintain and increase the knowledge and competence you gain from both formal study and professional experience.
Keeping your qualifications and knowledge up to date enables you to meet and exceed customer and regulatory requirements.
Our CPD schemes can help you to meet your CPD requirements under the Central Bank’s Minimum Competency Code, and can help you to develop your career.
We are happy to review your event to see if we can award it CPD hours. You will be asked to supply a copy of the course material e.g. slides, course outline, syllabus, agenda. However if you do not have these then please ensure sufficient information is provided e.g. topics are provided when completing the form so that we can review the event for all our designation.
However if you have attended one of our events or webinars and it is relevant to you, the hours will be automatically applied to your log about 10 working days after the event.
To submit an application for event accreditation please use the links below.
Applications must be made before or within three months of the date the event was held or they will not be approved for CPD hours.
For the month of December we will only review events held in December.
If you are applying for CPD hours for an event that has already been approved for CPD hours by the LIA or the Insurance Institute (II) please complete the Accreditation form using the link below and submit your course material (as outlined above) so that it can be reviewed for all relevant designations. You will also need to attach the LIA / II confirmation of accreditation letter.
View accreditation form (this is for events that have not been submitted previously)
View re-accreditation form (this is for events accredited in the past and that have not changed)
We will review your event in line with the criteria for CPD accreditation and revert within 15 working days.
This may take longer during December and January.
For the minimum and maximum number of CPD hours that will be accredited for any single event/activity/topic please refer to your scheme Guidelines and Regulations for CPD criteria. Criteria applies for electronically delivered courses.
View criteria in relation to electronically delivered courses
We may disclose information about events to our trusted education partners and/or their representatives e.g. LIA, Insurance Institute, The Compliance Institute etc. for joint accreditation or relevancy of event purposes.
Annual CPD Requirements:
Hours must be completed by 31 December each year.
Annual return must be returned by 31 January each year.
Please check your online CPD log for your CPD requirement. The below is only a summary of the annual requirement and does not include any pro rata or shortfall applied.
15 hours in total
1 hour relevant to each of the categories* 1,2,3,7 & 8
1 hour relevant to ethics
15 hours in total
1 hour relevant to each category* accredited in
1 hour relevant to ethics
15 hours in total
1 hour relevant to category* 3 and each additional category* accredited in.
1 hour relevant to ethics
15 hours in total
1 hour relevant to each category* accredited in
1 hour relevant to ethics
15 hours in total
1 hour relevant to each category* accredited in
1 hour relevant to ethics
active QFA Designation
*Categories of Retail Financial Product: 1.Life Assurance, 2.Pensions, 3.Savings & Investment, 4.Personal General Insurance, 5.Commercial General Insurance, 6. Private Medical Insurance and Associated Insurances, 7. Housing Loans, Home Reversion Agreements and Associate Insurances, 8. Consumer Credit and Associated Insurances
6 hours in total
3 hours specialist content*
1 hour relevant to ethics
6 hours in total
3 hours specialist content*
1 hour relevant to ethics
6 hours in total
3 hours specialist content*
1 hour relevant to ethics
6 hours in total
3 hours relevant to Specialist Content*
1 hour relevant to ethics
active APA in Pensions
10 hours in total
5 hours relevant to Specialist Content*
1 hour relevant to ethics
*Specialist Content is content provided via IOB events and or IOB online modules
10 hours in total
3 hours relevant to ISI events / ISI online modules
1 hour relevant to ethics
6 hours in total
1 hour relevant to ethics
6 hours in total
1 hour relevant to ethics
6 hours in total
1 hour relevant to ethics
6 hours in total
1 hour relevant to ethics
15 hours in total
1 hour relevant to ethics
15 hours in total
1 hour relevant to ethics
5 hours in total
1 hour relevant to ethics
5 hours in total
1 hour relevant to ethics
5 hours in total
1 hour relevant to ethics
5 hours in total
1 hour relevant to ethics
6 hours in total
1 hour relevant to ethics
APA and Grandfather CPD Guidelines and Regulations
QFA CPD Guidelines and Regulations
RSCPD Member CPD Guideline and Regulations
CPD Guidelines and Regulations for the following designations are available by logging into your CPD Downloads Section on IOB Learn:
Accredited Funds Professional
Certified Bank Director
Chartered Banker
MCI Board Members
Professional Banker
Regulatory Reporting Professional
Retirement Planning Professional
Wealth Management Professional