Date-stamp loading
Status: In force
Version date: 1 June 2014 - onwards
  Version 2 of 2    

Appendix 4 - Recognised Qualifications (effective from 1 June 2014)

Category of retail financial product

Qualifications which are recognised in respect of retail financial products and associated specified functions

1

Life Assurance

 

  • Qualified Financial Adviser (Institute of Bankers School of Professional Finance, LIA and The Insurance Institute of Ireland)

  • Member, Associate or Fellow of the Irish Institute of Pensions Management (post 2006 syllabus)

  • Accredited Product Adviser* (Life Assurance) (Institute of Bankers School of Professional Finance, LIA and The Insurance Institute of Ireland)

2

Pensions

  • Qualified Financial Adviser (Institute of Bankers School of Professional Finance, LIA and The Insurance Institute of Ireland)

  • Member, Associate or Fellow of the Irish Institute of Pensions Management (post 2006 syllabus)

  • Accredited Product Adviser* (Pensions) (Institute of Bankers School of Professional Finance, LIA and The Insurance Institute of Ireland)

3

Savings and investment

  • Qualified Financial Advise

Comparing proposed amendment...