Closing Date for Registrations. This covers you for 12 months study i. Those who hold annual membership with LIA are not required to pay the study fee if enrolling on modules. An equivalent qualification at the same level e. All applicants are required to have competency in English endorsed by the Irish Leaving Certificate or other equivalent award.
All learners are required to be proficient in English. IELTS 5. Mature applicants who do not have a Leaving Certificate will be assessed for entry based on work experience along with a demonstrated commitment towards the academic requirements for the programme.
Such learners will have relevant employment and will have access to the IT facilities necessary to participate in the programme. All other applicants, who do not meet these criteria, will be dealt with on their individual merits and on a case-by-case basis.
Upon completion, they have had a chance to reflect back on the process as a whole and the influence it has had on their career to date and future career prospects. Below is an extract from our conversation, which I believe could be helpful to anyone considering going down a similar career path or pursuing a career within the Financial Services industry in general..
How did you decide to commence your career within financial services and specifically within the pensions industry? I studied Business Studies in the University of Limerick for 4 years, so naturally I was bound to pursue a career in the financial services industry at some stage. Insurance was the area of business which interested me the most and I went on a 9 month work placement in my 3rd year of college to get experience in the industry.
Yes, you could say there is a lot more to it than I first thought. I found that the more experience I gained the more interesting it became.
There is definitely a lot to learn in the industry. At what point did you decide it was time to commence your QFA exams? I decided to commence my QFA exams about 6 months after starting my first role. Working day in and day out within pensions, I felt that it would be beneficial to me to start these exams as soon as possible. The QFA is the recognized benchmark in the industry these days and is what most companies look for when assessing candidates.
The knowledge I gained from doing these exams definitely stood to me in my role at the time and having the set of exams done is crucial for my career progression within the industry.
I didn't find the exams too difficult to be honest. I think when you are used to doing college exams then they don't seem as bad. Attending the tutorials on each topic and putting in the study time myself close to the exams was obviously very important as well. Identify and discuss the basic investment principals. Demonstrate the knowledge and understanding of investments required to effectively advise clients. Explain the main features, benefits, limitations and risks of different types of life protection policies.
Detail the issues involved in starting a policy and in paying out benefits. Identify the constituents in a valid will and know the impact of the Succession Act. Discuss financial mathematics principles that underpin personal life assurance and pension products, and perform related calculations. Describe the personal financial need for a loan, and the different ways in which such a need can be met by different types of loans and consumer credit on offer.
Explain the features, benefits, limitations, security requirements and taxation treatment of consumer loans and credit arrangements, and their associated insurances. Discuss and demonstrate the impact of regulation on the provision of housing loans and different forms of consumer credit. Detail the steps and documentation involved in obtaining a housing loan and evaluate and recommend an appropriate housing loan option from those on offer.
Identify the issues and processes involved in debt restructuring and equity release and describe the process and protocols to be adopted for the recovery of loan arrears. Explain the need for retirement provision. Describe the taxation, legislation and regulatory framework for pensions. Identify the features, benefits and risks of pension product options available to clients.
Display the skills and competencies required to effectively advise clients in all areas of Pensions. Make an investment recommendation for a client on the basis of having assessed their needs, attitude to risk and match these against product offerings.
Prepare a detailed client financial review with regard to their life stage, personal circumstances, needs and attitude to risk. E: [email protected]. About us Programmes Info Insights Events. Join Log in. An error has occurred. Employer non members only. The privacy notice explains the following: What information do we collect about you? The purpose for collecting your personal data The legal bases for collecting your personal data Are you required to provide the information?
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