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Financial Advice (QFA)

  • Event: Financial Advice (QFA)
  • Date: 07/02/2023 - 20/05/2023
  • Time: 12:00 AM - 12:00 AM
  • Venue: Online, Self-Directed Learning, Online,
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Description

Shannon Chamber Skillnet is taking expression of interests in Professional Diploma in Financial Advice program with IOB and will offer a subsidised rate to member companies.

Who is the programme for?

The Professional Diploma in Financial Advice is a six module level 7 qualification and is a must for all those pursuing a career in retail and business banking. It is the industry recognised, premier designation qualification, for financial advisers in retail financial services in the Republic of Ireland. If you are a financial adviser, or wish to become one in the future, then the Professional Diploma in Financial Advice will enhance the breadth and depth of your knowledge to provide consumers with sound professional advice.

How you will benefit

On successful completion of this programme and on attaining the recognised professional designation QFA, you will be able to:

  • Provide competent advice to consumers regarding the various loan offerings available, the process involved and the implications of these offerings to consumers
  • Discuss the need for, and types of, retirement provision available and the regulation and restrictions on such provision
  • Describe relevant regulation that is used in the provision of financial services and the impact it has in this environment
  • Explain the types of investment needs of consumers and the important issues arising as a result of these needs
  • Provide competent advice to a consumer regarding their life assurance needs and the implications of decisions they may make
  • Use analytical skills to make recommendations to clients regarding financial planning

Minimum Competency Code

Holders of the Professional Diploma in Financial Advice are invited to apply for the Qualified Financial Adviser (QFA) designation thereby meeting the Central Bank of Ireland’s Minimum Competency Code for those who wish to arrange, advise on, or undertake specified functions for the following five categories of retail financial products:

  • Life Assurance
  • Pensions
  • Savings and Investments
  • Housing Loans, Home Reversion Agreements and Associated Insurances
  • Consumer Credit Agreements and Associated Insurances.

The key dates for Summer Term are listed HERE

The closing date for May exams (06/05/2023 – 20/05/2023) is 20th March.

You can book as many modules as you like, but recommendations is to complete up to 2 modules for the exam period.

Price per module is € 280.00 

 

 

Please book online to express your interest in this program and we will be in touch to advise on further steps and costs.

For more information please contact Lijana on lkizaite@shannonchamber.ie

Shannon Chamber Skillnet is co-funded by Skillnet Ireland and member companies. Skillnet Ireland is funded from the National Training Fund through the Department of Education and Skills.

For further information please visit www.skillnetireland.ie

Skillnet Ireland Trainee Privacy Statement -> HERE

Training Cancellation Policy: Training courses which are cancelled over 7 days in advance of scheduled training date shall incur no cancellation fee. Training courses which are cancelled within 7 days of scheduled training date shall incur a cancellation fee equal to 50% of the cost. Registrants who give less than 24 hours notice or fail to attend training will be charged 100% of the full fee.