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The QFA Diploma Course...
Introduction
A
joint venture between LIA, The Insurance Institute of Ireland and The
Institute of Bankers in Ireland, the Professional Diploma in Financial
Advice leads to the designation
Qualified Financial Adviser - QFA on successful completion of all six
modules. The six modules count as 6 of the 12 modules in the Joint
Financial Services Diploma (JFSD), which in turn forms Stage 1 of the
Bachelor of Financial Services Degree.
A
major review of the Professional Diploma in Financial Advice has been completed with the
key objectives being:
-
to split the overall content of the Professional Diploma in Financial
Advice into more manageable sized
units
-
to organise the material into blocks that logically reflect the financial
services market as it has developed in recent years.
The
Professional Diploma in Financial Advice consists of the following six modules:
Course
Content
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Life Asssurance |
Pensions |
Investment |
- Personal Financial Needs
- Life Assurance Companies
- Protection Policies
- Business Insurances
- Underwriting
- Savings Plans
- Investment Bonds
- Pension Plans
- Annuities
- Taxation of Policy Benefits
- Starting a Policy
- Paying out Benefits
- Wills & Succession Act rights
- Inflation and Compound Interest
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- The need for Retirement Provision
- Taxation
- State Pension Benefits
- Personal Pension Plans
- Personal Retirements Savings Plans (PRSAs)
- Occupational Pension Schemes
- AVCs
- Small Self Administered Schemes (SSAs)
- Annuities
- Approved Retirement Funds (ARFs)
- Pension Fund Investment
- Pension Adjustment Orders
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- Financial Services
- The Legal Environment
- The Economic Environment
- Main Investment Asset Classes
- Deposits
- Quoted Shares & Bonds
- Tracker Bonds
- Collective Investment Schemes
- Exchange Traded Funds
- Derivatives
- Unquoted shares
- Company Law & Accounting
- Market Abuse Regulations
- Intermediary reporting obligations re offshore
investments
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| Loans |
Regulation |
Financial
Planning |
- Introduction to Consumer Loan needs
- Housing Loans
- Housing Loan Insurances
- Regulation of Housing Loans
- Comparing Housing Loans
- Obtaining a Housing Loan
- Consumer Credit
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- Why Governments regulate financial services
providers
- Different forms of regulation
- Regulatory entities and their
functions;Financial Regulator, Irish Stock Exchange, Director of
Corporate Enforcement
- Financial Regulator Consumer Protection Code
- Rules of the Irish Stock Exchange
- Financial Regulator Enforcement Powers
- Data Protection
- Anti Money Laundering obligations
- Distance Marketing of Consumer Financial
Services
- Insurance Mediation Directive Regulations
- Market Abuse Regulations
- Financial Services Ombudsman
- Pensions Ombudsman Scheme
- Investor Compensation Scheme
- Intermediary reporting obligations re offshore
investments
- Trustee Investments
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- Personal Financial Planning
- Fact-finding
- Personal Financial Needs
- Retirement Benefit Options
- Estate Planning
- Marriage Breakdown
- Product Comparison and Evaluations
- Personal taxation
- Managing the Investment Risk
- Developing a Recommendation
- Client Reviews
- Case Studies
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Register
for the Professional Diploma in Financial Advice
You can register
for the Professional Diploma in Financial Advice by visiting the web sites of either LIA
or The
Institute of Bankers in Ireland. Alternatively, telephone LIA on 01-4563890
(queries@lia.ie)
or IOB on 01-6116500 (cpd@bankers.ie)
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