Financial Advice - APA
The Professional Certificate in Financial Advice is a must for all those pursuing a career in retail and business banking. It is the benchmark qualification for product advisers in retail financial services products in the Republic of Ireland.
| Award Name | Special Purpose Certificate (Level 7 NFQ) |
|---|---|
| NFQ Classification | Special Purpose |
| Awarding Body | University College Dublin |
| NFQ Level | Level 7 NFQ |
| Award Name | NFQ Classification | Awarding Body | NFQ Level |
|---|---|---|---|
| Special Purpose Certificate (Level 7 NFQ) | Special Purpose | University College Dublin | Level 7 NFQ |
Duration
1-2 Trimester
Delivery: Online.
Entry Requirements
Requirements
The minimum entry requirements are as follows:
• Five passes in the Leaving Certificate, including English and Mathematics, OR;
• Five O Level/GCSE passes, including English Language and Mathematics, OR;
• IOB will also consider applications on a mature candidate basis from applicants who are 23 years of age before the date of their application for admission to the programme.
Professional Body Membership
You must be a current member of IOB, or become a member, to undertake this programme.
Designation
Accredited Product Adviser (APA)
Minimum Competency Code
The minimum entry requirements are as follows: • Five passes in the Leaving Certificate, including English and Mathematics • Five O Level/GCSE passes, including English Language and Mathematics And • APA in Pensions IOB will also consider applications on a mature candidate basis from applicants who are 23 years of age before the date of their application for admission to the programme. You must be a current member of IOB, or become a member, to undertake this programme.
Continuous Professional Development
If you hold an IOB designation or a designation managed by IOB, CPD hours may be awarded on successful completion of this programme.
Further information
This programme enrols three times a year.
Fees
€350 per module, plus an annual study fee of €80
Closing date 14 July 2023
Start date 06 June 2023
For people who are interested in...
If you are a product adviser, or wish to become one in the future, then the Professional Certificate 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 APA, you will be able to;
• Provide competent financial product advice to consumers
• Describe relevant regulation that is used in the provision of financial services and the impact it has in this environment
• Use analytical skills to make recommendations to clients regarding a financial product.
Designation
Accredited Product Adviser (APA)
Minimum Competency Code
The minimum entry requirements are as follows: • Five passes in the Leaving Certificate, including English and Mathematics • Five O Level/GCSE passes, including English Language and Mathematics And • APA in Pensions IOB will also consider applications on a mature candidate basis from applicants who are 23 years of age before the date of their application for admission to the programme. You must be a current member of IOB, or become a member, to undertake this programme.
Continuous Professional Development
If you hold an IOB designation or a designation managed by IOB, CPD hours may be awarded on successful completion of this programme.
QFA Investment
QFA Life Assurance
QFA Loans
QFA Pensions
Two hour exams for each module at the end of the trimester - (100 multiple choice questions).
Award
Professional Certificate in Financial Advice from UCD
For more information please contact education@iob.ie
Institute of Banking
Email: info@iob.ie
Phone: +353 (0)1 6116500
Fax: +353 (0)1 6116565