Training Example: LIA – Review the Data, Give Your Score & Compare to the Real AI Evaluation

[H1]
Credit Union Forum 2026

Book Now

[IMG: Credit Union Forum 2026]

[H1]
Managing Wealth in 2026

We're delighted to announce details for this year's Managing Wealth Conference, our annual joint event hosted by LIA, FPSB Ireland, and the Irish Tax Institute.

Learn More

1

[H6]
Credit Union Forum 2026

2

[H6]
Managing Wealth in 2026

[H2] Proud to Support

Learn More about LIA

[IMG: Logo Image 1]

[IMG: Logo Image 2]

[IMG: Logo Image 3]

[IMG: Logo Image 4]

[IMG: Logo Image 5]

[IMG: Logo Image 6]

[IMG: Logo Image 7]

[IMG: Logo Image 8]

[IMG: Logo Image 9]

[IMG: Logo Image 10]

[IMG: Logo Image 11]

[IMG: Logo Image 12]

[IMG: Logo Image 13]

[IMG: Logo Image 14]

[IMG: Logo Image 15]

[IMG: Logo Image 16]

[IMG: Logo Image 17]

[IMG: Logo Image 18]

[IMG: Logo Image 19]

[IMG: Logo Image 20]

[IMG: Logo Image 21]

[IMG: Logo Image 22]

[IMG: Logo Image 23]

Find out more

[H2]
About LIA

LIA is the Centre of Excellence for the Education and Development of Finance Professionals - dedicated to enabling and promoting the highest quality standards in financial advisory practice.

Learn More

[H3]
Next Exam
Click here for a full listing of our 2024-2025 LIA exams.

[H3]
Online Exams
Everything you need to know about our online exam process.

Study with LIA
[H2]
Key Programmes
LIA offers a range of Financial Services courses ranging from Level 7 to Level 9 on the National Framework of Qualifications. Our courses are offered in partnership with Atlantic Technological University Sligo. Most of our courses are distance-learning, backed by a range of online study supports, available 24/7.

Browse All Courses

Getting Started

Professional Qualifications

Advanced Qualifications

View All Courses

AI Foundations: Free Micro-Learning Series

Find out more

Short Course

AI Accelerator course

Next exam

February 2026

Find out more

Short Course

Operational Resilience for Credit Unions

Next exam

Available On-Demand

Modules

6 modules

Find out more

Short Course

Sales Effectiveness for Finance Professionals

Next exam

Available On-Demand

Find out more

APA

APA Designations

Next exam

September 2026

Register By

10 July 2026

Modules

2 modules

Find out more

Micro-Credential

An Introduction to Pensions

Next exam

May 2026

Register By

27 March 2026

Modules

1 modules

Find out more

QFA

QFA | Certificate in Professional Financial Advice

Next exam

September 2026

Register By

10 July 2026

Modules

6 modules

Find out more

Short Course

The Principles of Sound Investing

Next exam

Available On-Demand

Find out more

CUA / CUC / CUG

CUC / CUG / CUA | Certificate in Credit Union Operations

Next exam

September 2026

Register By

10 July 2026

Modules

3 modules

Find out more

PTP

PTP | Certificate in DC Pension Scheme Trusteeship

Next exam

September 2026

Register By

10 July 2026

Modules

2 modules

Find out more

Short Course

Credit Union AML Risk Assessment course

Modules

€375 for LIA Members modules

Find out more

Masters

Master of Business in Financial Planning and Sustainability

Next exam

January 2026

Register By

12 January 2026

Modules

10 Modules modules

Find out more

Postgrad Cert

Postgraduate Certificate in Financial Management and Sustainability

Next exam

February 2026

Register By

30 January 2026

Modules

4 Modules modules

Find out more

Micro-Credential

Investment Management (SIA)

Next exam

May 2026

Register By

30 January 2026

Modules

1 modules

Find out more

Micro-Credential

Risk Management and Insurance Planning (FPRA)

Next exam

December 2026

Register By

21 August 2026

Modules

1 modules

Find out more

Certificate

Postgraduate Certificate in Financial Planning

Next exam

February 2026

Register By

23 January 2026

Modules

3 modules modules

Find out more

AI Foundations: Free Micro-Learning Series

Find out more

Short Course

AI Accelerator course

Next exam

February 2026

Find out more

QFA

QFA | Certificate in Professional Financial Advice

Next exam

September 2026

Register By

10 July 2026

Modules

6 modules

Find out more

Short Course

Operational Resilience for Credit Unions

Next exam

Available On-Demand

Modules

6 modules

Find out more

Short Course

Sales Effectiveness for Finance Professionals

Next exam

Available On-Demand

Find out more

Micro-Credential

Tax and Estate Planning

Next exam

May 2026

Register By

30 January 2026

Modules

1 modules

Find out more

Micro-Credential

Client Management

Next exam

February 2026

Register By

23 January 2026

Modules

1 modules

Find out more

Micro-Credential

Sustainable Finance

Next exam

September 2026

Register By

21 August 2026

Modules

1 modules

Find out more

Short Course

The Principles of Sound Investing

Next exam

Available On-Demand

Find out more

Masters

Master of Business in Financial Planning and Sustainability

Next exam

January 2026

Register By

12 January 2026

Modules

10 Modules modules

Find out more

Postgrad Cert

Postgraduate Certificate in Financial Management and Sustainability

Next exam

February 2026

Register By

30 January 2026

Modules

4 Modules modules

Find out more

CFP

CFP | Postgraduate Diploma in Financial Planning

Next exam

September 2026

Register By

August 2026

Modules

6 modules

Find out more

Micro-Credential

Investment Management (SIA)

Next exam

May 2026

Register By

30 January 2026

Modules

1 modules

Find out more

Micro-Credential

Retirement Planning (RPA)

Next exam

May 2026

Register By

30 January 2026

Modules

1 modules

Find out more

Micro-Credential

Risk Management and Insurance Planning (FPRA)

Next exam

December 2026

Register By

21 August 2026

Modules

1 modules

Find out more

Certificate

Postgraduate Certificate in Financial Planning

Next exam

February 2026

Register By

23 January 2026

Modules

3 modules modules

Find out more

CUA / CUC / CUG

CUC / CUG / CUA | Certificate in Credit Union Operations

Next exam

September 2026

Register By

10 July 2026

Modules

3 modules

Find out more

PTP

PTP | Certificate in DC Pension Scheme Trusteeship

Next exam

September 2026

Register By

10 July 2026

Modules

2 modules

Find out more

Short Course

Credit Union AML Risk Assessment course

Modules

€375 for LIA Members modules

Find out more

APA

APA Designations

Next exam

September 2026

Register By

10 July 2026

Modules

2 modules

Find out more

Micro-Credential

An Introduction to Pensions

Next exam

May 2026

Register By

27 March 2026

Modules

1 modules

Find out more

[H2]
Upcoming Events
We make every effort to provide our members with practitioner-focussed seminars which are specifically relevant to you in your role as an adviser, planner, administrator or in the Credit Union movement.

View All

All Events

CPD Events

Other Events

May

The First Time Buyers Journey Step by Step

Date

20th May 2026

CPD

1 hr in category 7
?

Speaker

Paul Merriman

Time

1pm-2pm

Find out more

May

Behavioural Economics - The Psychology Behind Financial Decisions

Date

21st May 2026

CPD

Non-CPD
?

Speaker

Joe Wiggins

Time

1pm-2pm

Find out more

May

Managing Wealth in 2026 - Confidence Through Change

Date

26th May 2026

CPD

3 hours in 1,2,3 & CFP
?

1 Life Assurance

2 Pensions

3 Savings & Investments

Time

10.00am-1.00pm

Find out more

May

Building a World Class Wealth Management Business

Date

28th May 2026

CPD

Non-CPD
?

Speaker

Peter Wozniak and Paul Catt-Camfield

Time

10am-11am

Find out more

May

Credit Union AML Board Directors in Association with CUDA

Date

28th May 2026

CPD

2 hours of CPD will be awarded in categories 1,2,3,4,5,6,7,8,CU and DM.
?

CU Credit Union

Speaker

Rachel Power

Time

7pm-9pm

Find out more

June

Auto Enrolment 2026: What You Must Know

Date

9th Jun 2026

CPD

1hr in category 2 and CFP
?

Speaker

Dermot Griffin and Thomas O'Hara

Time

11am-12pm

Find out more

June

LIA Credit Union Forum 2026

Date

11th Jun 2026

CPD

4 hrs
?

CU Credit Union

Speaker

Orla Lee, Noel Cunningham, Barry Rojack and many more!

Time

9:20am - 3:10pm

Find out more

June

Tackle Your Feelings

Date

18th Jun 2026

CPD

Non-CPD event
?

Speaker

Dr Hannah McCormack

Time

10am-11am

Find out more

June

Credit Union AML Frontline Staff in Association with CUDA

Date

24th Jun 2026

CPD

2 hours in categories 1,2,3,4,5,6,7,8, CU and DM.
?

1 Life Assurance

2 Pensions

Speaker

Rachel Power

Time

10am-12pm

Find out more

July

Leading with Clarity - Driving High Performance Teams

Date

7th Jul 2026

CPD

Non-CPD
?

Speaker

Paul Dicker

Time

10am-11am

Find out more

July

Mid Year Market Check In: Where to Invest

Date

15th Jul 2026

CPD

1 hr in category 3
?

Speaker

Bernard Walsh

Time

10am- 11am

Find out more

August

IT Governance, CBOI Thematic IT Review & DORA

Date

5th Aug 2026

CPD

Non-CPD
?

Speaker

Brian Andrews

Time

10am-11am

Find out more

August

Back to Basics: Pensions 101

Date

12th Aug 2026

CPD

1hr in category 2
?

Speaker

Gerard Tyrrell

Time

10am-11am

Find out more

August

PRSAS- What advisers need to know

Date

13th Aug 2026

CPD

1hr in category 2
?

Speaker

Kevin Fitzsimons

Time

10am-11am

Find out more

September

The Entrepreneur’s Story - How to Make It Happen

Date

1st Sep 2026

CPD

Non-CPD
?

Speaker

Shannon Cullen, Sinead Cullen and Nigel Groarke

Time

10am-11am

Find out more

September

Property as an Asset

Date

8th Sep 2026

CPD

1hr in categories 7,8,CU and DM
?

Speaker

Alan Casey

Time

10am-11am

Find out more

October

Protection Series - Unlocking Financial Goals Part 1

Date

7th Oct 2026

CPD

Non CPD
?

1 Life Assurance

2 Pensions

Speaker

Matthew Chapman

Time

10am-11am

Find out more

October

Protection Series - Unlocking Financial Goals - Wealth Planning Part 2

Date

14th Oct 2026

CPD

1 hour of CPD in categories 1,2,3,7,8, CU and DM
?

1 Life Assurance

2 Pensions

Speaker

Elaine Byrne

Time

10am-11am

Find out more

December

Understanding DORA: A Hands-On Approach for Financial Organisations (On-Demand Non-CPD)

Date

31st Dec 2026

CPD

Non-CPD
?

Speaker

Brian Andrews

Time

On-Demand, Available until 31 Dec

Find out more

December

Managing Director Succession: Insurance Strategies for Share Buybacks (On-Demand CPD)

Date

31st Dec 2026

CPD

1 hour in categories 1 and CU
?

1 Life Assurance

CU Credit Union

Speaker

Justin Kelly and Mark Kelly

Time

On-Demand, Available until 31 Dec

Find out more

December

Pension Series: Master Trusts (On-Demand CPD)

Date

31st Dec 2026

CPD

1 hours in category 2
?

2 Pensions

PTP Pension Trustee Practitioner

Speaker

George Nolan

Time

On-Demand, Available until 31 Dec

Find out more

December

Pension Series: Auto Enrolment (On-Demand CPD)

Date

31st Dec 2026

CPD

1.5 hours in category 2
?

2 Pensions

Speaker

Shane O’Farrell

Time

On-Demand, Available until 31 Dec

Find out more

December

Unlocking Private Markets: What Every Adviser Needs to Know (On-Demand CPD)

Date

31st Dec 2026

CPD

1 hour in category 3
?

3 Savings & Investments

Speaker

Bernard Walsh

Time

On-Demand, Available until 31 Dec

Find out more

December

Individual Accountability Framework (On-Demand)

Date

31st Dec 2026

CPD

1h

[H1]
Why Choose LIA?

join LIA Now

Member Benefits

Why Choose LIA

[H2] LIA – The Centre of Excellence for developing your future in finance

LIA is the Centre of Excellence for the Education and Development of Finance Professionals – dedicated to enabling and promoting the highest quality standards in financial advisory practice. We work on our members' behalf to provide continual education and forward-looking supports.
We combine member-focused personal development with education programmes, to deliver qualifications and accreditation through a range of courses and supports for you, as a Finance Professional.
We enable our members, as Finance Professionals, to remain confident and in control of their customer relationships by providing the highest standards of quality education and enhancing their membership experience with the knowledge and expertise of our countrywide network.
We are dedicated to helping our members identify and achieve their personal and professional goals.

Keep up to date

[H2]
Through LinkedIn

Are you following us on LinkedIn yet? If not, you could be missing out on important LIA updates, event news and even the occasional competition prize!

Follow us now

Hear it for yourself

[H2]
Student Testimonials

The course has provided enormous value both for me personally and for our firm. It provided the framework for us to restructure our entire service proposition, which has proven very popular with our clients. The course has given us the confidence to press on with developing as a holistic financial planning practice. We can credit the CFP® course with future proofing our offering and long-term value for our clients.

[IMG: Mark Hedderman]

Mark Hedderman
CEO, Hedderman Financial Solutions

CFP
CFP | Postgraduate Diploma in Financial Planning

I was absolutely delighted to have passed my QFA exams in 2020 and my PTP exam in 2021. The learning outcomes are very industry focused and the knowledge I have gained has been very relevant to my role and given me a confidence boost. I found LIA’s learning resources very accessible. There are multiple pre-recorded lectures and exam papers available. The study guide is also a great tool. LIA provided a lot of support and even with remote learning they held a virtual lecture where we were given the opportunity to ask any questions we had.

[IMG: Emma Hobson]

Emma Hobson
Zurich Life Assurance plc

QFA
QFA | Certificate in Professional Financial Advice

Having recently completed the RPA qualification I now have a greater and more in depth understanding of the ever changing industry. I now feel I have the knowledge to progress even further. The LIA resources were really helpful in helping me pass exams. I still refer to them in my daily work life!

[IMG: James Canavan]

James Canavan
Willis Towers Watson

During the first two years as part of my course, I had the opportunity to study and sit my QFA exams through the LIA and can proudly say I received my QFA designation in September 2020. As the Apprenticeship Scheme involves working in the office four days a week and having lectures online one day a week, completing the QFA exams while working in the office was of a huge benefit to me. I believe it helped me progress within my career at Life Goals as I was able to put the academic element of studying for the QFA into practice while working in the financial services industry. The support we received from our QFA lectures and the academic resources available to us on the LIA website exceeded all expectations.

[IMG: Alanna Havill]

Alanna Havill
Life Goals Financial Services

QFA
QFA | Certificate in Professional Financial Advice

Going through the course process with LIA and becoming qualified in the key areas of my business has given me a huge confidence boost when dealing with clients on the phone and in person. As my confidence and knowledge has grown, there has been a clear development in all aspects of my day-to-day job.

[IMG: Donna Levins]

Donna Levins
OMAC Life

APA
APA Designations

The Pensions Authority very much welcomes LIA’s Pension Trustee Course. This initiative will allow current and future trustees to improve their understanding and knowledge of pensions and so better help their scheme members. We wish LIA and the participants every success.

Brendan Kennedy
Pensions Regulator

PTP
PTP | Certificate in DC Pension Scheme Trusteeship

[H3]
Join LIA Now
LIA and its members are committed to providing the highest quality standards in financial advisory practice, positively impacting many people’s lives.

[H3]
Member Benefits
Becoming a member with LIA opens up a window to limitless opportunities in your career and personal development.

APA

[H1]
APA Designations

Modules
2 Modules

Module Pricing
€360 per module

Next Exam
September 2026

Register By
10 July 2026

Enrol Now

[IMG: APA Designations]

[H2] APA Designation Flyer

Brochure

Tab Select Mobile

Summary
The Accredited Product Adviser (APA) is an industry-recognised, entry-level designation and a key stepping stone towards the Qualified Financial Adviser (QFA) qualification. The APA designation meets the Central Bank’s Minimum Competency Code (MCC) requirements, enabling individuals to sell and advise on specific retail financial products. It provides a strong foundation for a successful career in financial services, enhancing employability and career prospects.
To earn the APA designation through LIA, you must complete an online course comprising two modules. These two modules typically include QFA Regulation plus one additional module from a list of available options. Upon successful completion, you can apply to LIA for your first APA designation. Completing additional modules can lead to further APA designations, expanding your competence across a wider range of financial products.
Benefit to you
By gaining APAs in key financial service areas you will be equipped to:
give competent product advice to your customers in your chosen area(s) of expertise

describe relevant regulation that is used in the provision of financial services

use analytical skills to make recommendations to customers regarding financial products.
Who is this course for:
This course is designed for individuals looking to build or advance their careers in financial services. It’s ideal for current professionals seeking career progression, career changers entering the sector, and those needing to meet the Central Bank’s Minimum Competency Code (MCC) to advise and sell financial products like Investments, Pensions, Life Assurance, and Loans/Mortgages. This course provides the essential knowledge, skills, and regulatory compliance needed to succeed in the financial services industry.

Delivery and Assessment
All modules  are delivered online through distance and self-directed learning, allowing you to study at your own pace from home or work. You will receive a textbook and access to a range of learning resources to support their studies.
Each module is worth 5 ECTS credits (European Credit Transfer and Accumulation System), and all exams are 2-hour multiple-choice exams with 100 questions.

This flexible learning approach makes it easier for professionals to balance education with their work and personal commitments
Fee
€350 per module
Award and Designation
Upon completion, participants who complete QFA Regulation plus one other module, will be awarded the Accredited Product Adviser (APA) designation for that particular retail product by LIA.
QFA Regulation + QFA Investment = APA Investment
QFA Regulation + QFA Loans = APA Loans
QFA Regulation + QFA Life Assurance = APA Life Assurance
QFA Regulation + QFA Pensions = APA Pensions
CPD
8 Hours Continuous Professional Development (CPD) is awarded on successful completion of each module.
How to Register
To register for this course, click the link below. Existing LIA members will be directed to the account login page. If you’re new to LIA, follow the on-screen instructions to create a free profile and complete your registration.

Enrol Now

[H5] QFA Regulation

This module provides a comprehensive understanding of the regulatory framework governing financial services in Ireland. Key topics covered include:
The rationale for government regulation in financial services.

Authorisation and marketing requirements.

Best practices for engaging with potential clients and navigating the sales/advisory process.

Maintaining accurate customer records and effective complaint handling.

Investor protection measures and consumer contract regulations.

Legal obligations around whistleblowing.
To earn the APA designation, this module must be completed alongside one other module.

[H5] QFA Life Assurance

This modules equips learners with essential knowledge and skills to advise clients on life assurance solutions and protection policies. Key topics include:
Assessing personal financial needs and quantifying protection requirements.

Understanding life assurance, serious illness cover, and business insurance solutions.

Navigating wills, estates, and protection cover comparisons.

Exploring investment bonds, savings policies, and taxation considerations.

Providing tailored advice, starting policies, and managing benefit payouts.

Applying financial mathematics to real-world scenarios.
To obtain the APA Life Assurance designation, candidates must complete QFA Regulation and QFA Life Assurance.

[H5] QFA Investment

This module provides an in-depth understanding of investment products and the financial services market. Key topics include:
The role of the economy and various investment asset classes, including deposits, shares, and bonds.

Exploring collective investment funds, unit-linked policies, tracker bonds, and structured retail products.

Employee share incentives, taxation, and financial mathematics.

Comparing investment products and adhering to Consumer Protection Code obligations.
To obtain the APA Investment designation, candidates must complete QFA Regulation and QFA Investment.

[H5] QFA Loans

This module equips learners with the knowledge needed to advise clients on housing loans and consumer credit. Key topics include:
Understanding housing loans, associated taxation, and reliefs.

Comparing housing loan options and the role of housing loan insurance.

Arranging loans, remortgaging, and managing arrears or debt.

Exploring consumer credit and best practices for client support.
To obtain the APA Loans designation, candidates must complete QFA Regulation and QFA Loans.

[H5] QFA Pensions

This module provides comprehensive knowledge on retirement planning and pension products. Key topics include:
Understanding the need for retirement planning and the role of state pensions.

Personal pension contracts, employer pension schemes, and transfer options.

Investment strategies, annuities, and Approved Retirement Funds (ARFs).

Taxation, pension adjustment orders, and regulatory considerations.

The impact of inflation and compound interest on retirement planning.

Comparing pension plans and delivering tailored advice.
To obtain the APA Pensions designation, candidates must complete QFA Regulation and QFA Pensions.

[H5] Key Dates
You can choose to sit these exams in January, May and September annually.
Please click the link below to view the exam timetable, including exam dates and registration close off periods.

Level 7 Exam Timetable

Study Supports
[H2]

We’re committed to providing you with the resources and tools you need to succeed. Your core learning materials include lecture slides, short pieces, suggested readings, and the required reading from the course manual, all designed to support your learning journey.

[H5] Textbook

Upon registration, you will receive a textbook for the module(s) you are studying. This textbook serves as your primary learning resource, providing essential knowledge and guidance throughout the course. The exam will be based on the content covered in the textbook, so it is important to engage with it thoroughly.
In addition to the textbook, supplementary resources will be provided to further support and enhance your understanding.

[H5] Online Induction

You will be invited to attend a one-hour online induction, presented by the education team at LIA. This interactive webinar is designed to help you get the most out of your studies by providing essential study tips, effective exam techniques, and a step-by-step walkthrough of the online exam process.
During thewebinar, the education team will also be available to answer any questions you may have, ensuring you feel confident and well-prepared as you begin your learning journey.

[H5] Exam Success Handbook

This study companion is a practical guide designed to support you in preparing for your exam. It provides valuable written tips on effective study techniques, helping you maximise your learning and retention.
Inside, you’ll find essential information on chapter weightings, allowing you to focus on key areas that carry the most significance in the exam. Whether you're looking for guidance on structuring your study sessions, managing your time effectively, or understanding which topics to prioritize, this resource is here to assist you every step of the way.

[H5] Microlearning Resources

Our short, focused educational videos are designed to support you in preparing for your exams. These videos cover essential study tips, effective exam strategies, and guidance on how to get started with your study plan.
You'll also gain insights into tackling calculation-based questions, helping you approach them with confidence. Whether you need advice on time management, structuring your revision, or understanding key concepts, these videos provide the practical guidance you need for exam success.

[H5] Pre-Recorded Lectures

Our expert lecturers deliver short, chapter-by-chapter audio lectures that guide you through the key content of your textbook. These concise lectures provide valuable insights and explanations, making it easier to grasp important concepts.
Perfect for listening on the go, these lectures allow you to reinforce your learning anytime, anywhere!

[H5] Exam Preparation Masterclass

You are invited to attend a live, two-hour exam preparation masterclass for the module(s) you are studying.
This live, two-hour masterclass is specifically designed to help you prepare effectively for your upcoming exam. Led by our subject matter experts, these masterclasses covers key topics, exam strategies, and common challenges students face. You’ll receive in-depth guidance on how to approach various types of questions, including practical tips on time management and revision techniques.
This interactive masterclass gives you the opportunity to ask questions, clarify doubts, and engage with the content in real time, ensuring you feel confident and fully prepared as you approach your exam.

[H5] Tax Factsheet

You will be provided with a factsheet, which contains essential tax information directly related to your textbook.
This valuable resource is designed to complement your studies, offering key insights and quick-reference facts to support your learning and exam preparation.

[H5] ‘Take a Test’ online facility

You will have access to hundreds of sample multiple-choice questions (MCQs) through the ‘Take a Test’ feature. This online tool lets you complete practice exams that closely mirror the format and content of your upcoming exam, providing you with valuable hands-on experience.
This resource is used to test your knowledge, identify areas for improvement, and strengthen your exam preparation, ensuring you feel confident and well-prepared on exam day.

[H5] Chapter Weightings

You will be provided with a chapter weighting table that outlines the minimum and maximum number of questions that may appear on your exam paper for each chapter of the textbook that you are studying.
This valuable resource helps you prioritise your study efforts by giving you a clear understanding of the relative importance of each chapter.

[H5] Minimum Entry Requirements

Institution
Leaving Cert or Equivalent
Leaving Cert English
Leaving Cert Maths
RPL
Alternative Qualifications
English Language

LIA
5 x O6/H7 or higher
Minimum of Grade O6/H7
Minimum of Grade O6/H7
Yes – see below
Yes – see below
IELTS 5.5

OR
An equivalent qualification at the same level (e.g. A levels; Highers/Advanced Highers (Scotland), International Baccalaureate; European Baccalaureate etc).
Any QQI level 5/6 FE qualification is acceptable.
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. Where a candidate’s mother tongue is not English, he or she is required to provide a proof of proficiency in the English language through satisfactory performance on an internationally recognised test (e.g. IELTS 5.5) or other similar English Language qualifications.
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. This may be assessed using a written application from the candidate and/or by interview. Such learners will have relevant employment and will have access to the IT facilities necessary to participate in the programme. RPL (Recognition of Prior Learning) applicants will be required to complete a personal statement which addresses how the applicant has met the minimum standard by reference to QQI’s Business Standards at Level 6.
All other applicants, who do not meet these criteria, will be dealt with on their individual merits and on a case-by-case basis. Decisions made under this mechanism will not set a precedent for adjudicating similar applications.

QFA

[H1]
QFA | Certificate in Professional Financial Advice

Modules
6 Modules

Module Pricing
€360 per module

Next Exam
September 2026

Register By
10 July 2026

Enrol Now

[IMG: QFA | Certificate in Professional Financial Advice]

[H2] Certificate in Professional Financial Advice Flyer

Brochure

Tab Select Mobile

Summary
The Certificate in Professional Financial Advise, is a level 7 qualification which awards the Qualified Financial Adviser (QFA) designation. This designation is a highly regarded credential for finance professionals in Ireland. It satisfies the Central Bank’s Minimum Competency Code (MCC) requirements for advising on and selling five of the eight categories of retail financial products outlined in the Code.
With over 22,000 professionals nationwide holding the designation, the QFA equips you with the knowledge, skills, and accreditation needed to thrive in diverse financial roles while ensuring compliance with MCC standards.
Benefit to you
This programme is designed to provide you with the ability to:
assess the needs of consumers for protection policies, including life assurance cover, serious illness cover and business insurances;

evaluate the needs of consumers for investment linked pension policies, including retirement annuity contracts, PRSAs, employer pension schemes;

appraise the needs of consumers for savings and investment products, including life assurance investment policies, collective investment funds, tracker bonds, Exchange Traded Funds, derivatives and unquoted transferable shares;

evaluate the needs of consumers for mortgage credit agreements, housing loans, home reversion agreements, and consumer credit agreements;

evaluate the main regulatory requirements relating to the marketing of and sales / advisory process of financial services products;

assess the suitability of financial products in meeting the needs of consumers.
Watch the below webinar. presented in collaboration with 360 Search recruiters where we explore the opportunities for those that hold APA and QFA professional designations.

[IMG: QFA | Certificate in Professional Financial Advice Image 1]

This programme is designed for:
Those looking to build or advance their careers in financial services. It’s ideal for current professionals seeking career progression, career changers entering the sector, and those needing to meet the Central Bank’s Minimum Competency Code (MCC) to act as a financial adviser and to advise and sell financial products like Investments, Pensions, Life Assurance, and Loans/Mortgages. This course provides the essential knowledge, skills, and regulatory compliance needed to succeed in the financial services industry.
Delivery and Assessment
All modules are delivered online through distance and self-directed learning, allowing you to study at your own pace from home or work. Participants will receive a textbook and access to a range of learning resources to support their studies.
Each module is worth 5 ECTS credits (European Credit Transfer and Accumulation System), and all exams are 2-hour multiple-choice assessments with 100  MCQ questions with the exception of the QFA Financial Advice module which is a 2.5 hour exam consisting of 3 case study based questions.

This flexible learning approach makes it easier for professionals to balance education with their work and personal commitments
Fee
€360 per module
Award and Designation
Upon completion, you are awarded the Level 7 Certificate in Professional Financial Advice qualification from Atlantic Technological University and the Qualified Financial Adviser (QFA) professional designation by LIA.
CPD
8 Hours Continuous Professional Development (CPD) is awarded on successful completion of each module. .
Progression
Holders of the QFA designation have access to various progression pathways, including our suite of micro-credential courses and advanced professional designations. These options include:

Postgraduate Diploma in Financial Planning (CFP®)
Retirement Planning (RPA) Micro Credential Course
Investment Management (SIA) Micro Credential Course
Risk Management and Insurance Planning (FPRA) Micro Credential Course
Tax and Estate Planning Micro Credential Course

Find out more
For more information about this course please contact our education team education@lia.ie or 01 456 3890.
Alternatively, you can register your interest here to receive more information.
How to Register
To register for this course, click the link below. Existing LIA members will be directed to the account login page. If you’re new to LIA, follow the on-screen instructions to create a free profile and complete your registration.

Enrol Today

[H5] QFA Regulation

This module provides a comprehensive understanding of the regulatory framework governing financial services in Ireland. Key topics covered include:
The rationale for government regulation in financial services.

Authorisation and marketing requirements.

Best practices for engaging with potential clients and navigating the sales/advisory process.

Maintaining accurate customer records and effective complaint handling.

Investor protection measures and consumer contract regulations.

Legal obligations around whistleblowing.

[H5] QFA Life Assurance

This modules equips learners with essential knowledge and skills to advise clients on life assurance solutions and protection policies. Key topics include:
Assessing personal financial needs and quantifying protection requirements.

Understanding life assurance, serious illness cover, and business insurance solutions.

Navigating wills, estates, and protection cover comparisons.

Exploring investment bonds, savings policies, and taxation considerations.

Providing tailored advice, starting policies, and managing benefit payouts.

Applying financial mathematics to real-world scenarios.

[H5] QFA Investment

This module provides an in-depth understanding of investment products and the financial services market. Key topics include:
The role of the economy and various investment asset classes, including deposits, shares, and bonds.
Exploring collective investment funds, unit-linked policies, tracker bonds, and structured retail products.
Employee share incentives, taxation, and financial mathematics.
Comparing investment products and adhering to Consumer Protection Code obligations.
To obtain the APA Investment designation, candidates must complete QFA Regulation and QFA Investment.

[H5] QFA Loans

This module equips learners with the knowledge needed to advise clients on housing loans and consumer credit. Key topics include:
Understanding housing loans, associated taxation, and reliefs.

Comparing housing loan options and the role of housing loan insurance.

Arranging loans, remortgaging, and managing arrears or debt.

Exploring consumer credit and best practices for client support.

[H5] QFA Pensions

This module provides comprehensive knowledge on retirement planning and pension products. Key topics include:
Understanding the need for retirement planning and the role of state pensions.

Personal pension contracts, employer pension schemes, and transfer options.

Investment strategies, annuities, and Approved Retirement Funds (ARFs).

Taxation, pension adjustment orders, and regulatory considerations.

The impact of inflation and compound interest on retirement planning.

Comparing pension plans and delivering tailored advice.

[H5] QFA Financial Advice

The QFA Financial Advice module is the capstone module of the QFA program and must be completed last. It integrates knowledge from the previous five modules to provide a holistic approach to financial advising. Key topics include:
Conducting financial planning and effective fact-finding.

Reviewing pensions, life assurance, investments, and loans.

Assessing product suitability and delivering tailored recommendations.

Managing ongoing client reviews and maintaining strong advisory relationships.

[H5] Key Dates
You can choose to sit these exams in January, May and September annually.
Please click the link below to view the exam timetable, including exam dates and registration close off periods.

Level 7 Exam Timetable

Study Supports
[H2]

We’re committed to providing you with the resources and tools you need to succeed. Your core learning materials include lecture slides, short pieces, suggested readings, and the required reading from the course manual, all designed to support your learning journey.

[H5] Textbook

Upon registration, you will receive a textbook for the module(s) you are studying. This textbook serves as your primary learning resource, providing essential knowledge and guidance throughout the course. The exam will be based on the content covered in the textbook, so it is important to engage with it thoroughly.
In addition to the textbook, supplementary resources will be provided to further support and enhance your understanding.

[H5] Online Induction

You will be invited to attend a one-hour online induction, presented by the education team at LIA. This interactive webinar is designed to help you get the most out of your studies by providing essential study tips, effective exam techniques, and a step-by-step walkthrough of the online exam process.
During thewebinar, the education team will also be available to answer any questions you may have, ensuring you feel confident and well-prepared as you begin your learning journey.

[H5] Exam Success Handbook

This study companion is a practical guide designed to support you in preparing for your exam. It provides valuable written tips on effective study techniques, helping you maximise your learning and retention.
Inside, you’ll find essential information on chapter weightings, allowing you to focus on key areas that carry the most significance in the exam. Whether you're looking for guidance on structuring your study sessions, managing your time effectively, or understanding which topics to prioritize, this resource is here to assist you every step of the way.

[H5] Microlearning Resources

Our short, focused educational videos are designed to support you in preparing for your exams. These videos cover essential study tips, effective exam strategies, and guidance on how to get started with your study plan.
You'll also gain insights into tackling calculation-based questions, helping you approach them with confidence. Whether you need advice on time management, structuring your revision, or understanding key concepts, these videos provide the practical guidance you need for exam success.

[H5] Pre-Recorded Lectures

Our expert lecturers deliver short, chapter-by-chapter audio lectures that guide you through the key content of your textbook. These concise lectures provide valuable insights and explanations, making it easier to grasp important concepts.
Perfect for listening on the go, these lectures allow you to reinforce your learning anytime, anywhere!

[H5] Exam Preparation Masterclass

You are invited to attend a live, two-hour exam preparation masterclass for the module(s) you are studying.
This live, two-hour masterclass is specifically designed to help you prepare effectively for your upcoming exam. Led by our subject matter experts, these masterclasses covers key topics, exam strategies, and common challenges students face. You’ll receive in-depth guidance on how to approach various types of questions, including practical tips on time management and revision techniques.
This interactive masterclass gives you the opportunity to ask questions, clarify doubts, and engage with the content in real time, ensuring you feel confident and fully prepared as you approach your exam.

[H5] Tax Factsheet

You will be provided with a factsheet, which contains essential tax information directly related to your textbook.
This valuable resource is designed to complement your studies, offering key insights and quick-reference facts to support your learning and exam preparation.

[H5] ‘Take a Test’ online facility

You will have access to hundreds of sample multiple-choice questions (MCQs) through the ‘Take a Test’ feature. This online tool lets you complete practice exams that closely mirror the format and content of your upcoming exam, providing you with valuable hands-on experience.
This resource is used to test your knowledge, identify areas for improvement, and strengthen your exam preparation, ensuring you feel confident and well-prepared on exam day.

[H5] Chapter Weightings

You will be provided with a chapter weighting table that outlines the minimum and maximum number of questions that may appear on your exam paper for each chapter of the textbook that you are studying.
This valuable resource helps you prioritise your study efforts by giving you a clear understanding of the relative importance of each chapter.

You may study for the Certificate in Professional Financial Advice if you meet the minimum entry requirements. The minimum second level educational requirement for entry to the Certificate in Professional Financial Advice is the Irish Leaving Certificate in five subjects, including English and Mathematics, with all five subjects being achieved at Grade O6 or higher or Grade H7 or higher.
Equivalent qualification at the same level (e.g. A levels; Highers/Advanced Highers (Scotland); International Baccalaureate; European Baccalaureate etc) will also meet the minimum entry requirements.
Applications will also be considered from mature applicants who do not have an Irish Leaving Certificate or equivalent.  Mature candidates will be assessed for entry based on work experience along with a demonstrated commitment towards the academic requirements for the programme.

CUA / CUC / CUG

[H1]
CUC / CUG / CUA | Certificate in Credit Union Operations

Modules
3 Modules

Module Pricing
€360 per module

Next Exam
September 2026

Register By
10 July 2026

Enrol Now

[IMG: CUC / CUG / CUA | Certificate in Credit Union Operations]

[H2] Certificate in Credit Union Operations Flyer

Brochure

Tab Select Mobile

Summary

The Certificate in Credit Union Operations is a purpose-built programme designed by LIA to meet the needs of professionals within the Credit Union Movement. This flexible, online programme provides the opportunity to earn up to four professional Credit Union designations, tailored to align with your role.
This programme satisfies all of the Central Bank of Ireland’s Minimum Competency Code (MCC) requirements for Credit Unions and also meets the MCC requirements for advising and selling in Lending, Mortgages, and Term Deposits.
Upon successful completion, participants may qualify for the following designations, based on the modules completed:
Credit Union Adviser (CUA)

Credit Union Governance (CUG)

Credit Union Compliance (CUC)

Accredited Product Adviser (APA) Loans
To obtain this qualification participants must complete QFA Regulation, Credit Union Practices plus 1 additional module (either QFA Loans or Credit Union Governance & Risk)
Benefit to you
This programme is designed to provide you with the ability to:
Meet Minimum Competency Code Requirements: Achieve recognised designations that fulfill the regulatory requirements for professional competency within the Credit Union Movement.

Deepen Understanding of Credit Union Ethos and Operations: Gain insights into the foundational principles, structure, and day-to-day operations of credit unions, enabling you to align your work with the values and goals that guide your Credit Union.

Master Governance, Risk, and Compliance: Develop a comprehensive understanding of the governance framework, risk management, and compliance obligations specific to credit unions, equipping you to manage and mitigate challenges in a highly regulated environment.

Explore Financial Products and Services: Broaden your knowledge of the diverse range of financial products and services offered by credit unions, helping you to better serve their members' unique needs.

Enhance Professional Advisory Competence: Build the skills necessary to provide informed, professional advice on credit union financial products and services, helping you support members in making sound financial decisions.

Navigate Regulatory Marketing and Sales Requirements: Gain a clear understanding of the regulatory landscape governing the marketing and sales of financial services products, ensuring your advisory and sales processes are fully compliant with industry standards and best practices.
This programme is for:
Designed for those looking to start or advance their careers in the Credit Union movement. This programme equips you with professional designations that meet the Central Bank's Minimum Competency Code (MCC) requirements. It’s particularly suited for those in support, adviser, compliance, or governance roles, providing essential knowledge to navigate the operational and regulatory landscape of Credit Unions.

Delivery and Assessment
All modules are delivered online through distance and self-directed learning, allowing you to study at your own pace from home or work. You will receive a textbook and access to a range of learning resources to support their studies.
Each module is worth 5 ECTS credits (European Credit Transfer and Accumulation System), and all exams are 2-hour multiple-choice exams consisting of 100 questions.

This flexible learning approach makes it easier for professionals to balance education with their work and personal commitments
Fee
€360 per module
Award and Designation
Upon successful completion, participants are awarded the Level 7 Certificate in Credit Union Operations qualification from Atlantic Technological University (ATU) and may earn professional designations from LIA based on the modules completed.
Examples include:
Completing Credit Union Governance & Risk earns the Credit Union Governance and Risk (CUGR) designation.
Completing Credit Union Practices and QFA Regulation earns the Credit Union Adviser (CUA) designation.
Completing QFA Regulation and QFA Loans earns the Accredited Product Adviser (APA) Loans designation.
CPD
8 Hours Continuous Professional Development (CPD) is awarded on successful completion of each module.
Progression
Graduates of this program can progress to the Certificate in Professional Financial Advice, enabling them to earn the QFA professional designation. Click here to read more on this programme.
Find out more
For more information about this course please contact our education team education@lia.ie or 01 456 3890.
Alternatively, you can register your interest here to receive more information.
How to Register
To register for this course, click the link below. Existing LIA members will be directed to the account login page. If you’re new to LIA, follow the on-screen instructions to create a free profile and complete your registration.

Enrol Today

[H5] QFA Regulation

This module provides a comprehensive understanding of the regulatory framework governing financial services in Ireland. Key topics covered include:
The rationale for government regulation in financial services.

Authorisation and marketing requirements.

Best practices for engaging with potential clients and navigating the sales/advisory process.

Maintaining accurate customer records and effective complaint handling.

Investor protection measures and consumer contract regulations.

Legal obligations around whistleblowing.

[H5] QFA Loans

This module equips learners with the knowledge needed to advise clients on housing loans and consumer credit. Key topics include:
Understanding housing loans, associated taxation, and reliefs.

Comparing housing loan options and the role of housing loan insurance.

Arranging loans, remortgaging, and managing arrears or debt.

Exploring consumer credit and best practices for client support.

[H5]   Credit Union Practices

This module offers a comprehensive overview of credit union operations. Key topics include the structure of credit unions and their governance frameworks, as well as practical areas like financial maths, savings and loans, and accounts management. Participants will also explore additional and insurance services, the role of the Annual General Meeting (AGM), and effective handling of member complaints. These insights equip learners with the tools to support and enhance credit union activities while ensuring regulatory compliance.

[H5] Credit Union Governance and Risk

This module delves into the key aspects of credit union management and operations, equipping participants with the knowledge to navigate governance, compliance, and financial responsibilities effectively. Topics covered include the structure of credit unions, roles of the board of directors, committees, and the manager, and essential elements of a compliance programme, including fitness and probity standards. Participants will also explore core and additional services, strategies for money laundering and terrorist financing prevention, and best practices in risk management and systems. Further areas of focus include financial management, accounts, and approaches to stabilisation and restructuring. Practical insights into meetings, resolutions, and oversight committees round out this comprehensive learning experience.

[H5] Key Dates
You can choose to sit these exams in January, May and September annually.
Please click the link below to view the exam timetable, including exam dates and registration close off periods.

Level 7 Exam Timetable

Study Supports
[H2]

We’re committed to providing you with the resources and tools you need to succeed. Your core learning materials include lecture slides, short pieces, suggested readings, and the required reading from the course manual, all designed to support your learning journey.

[H5] Textbook

Upon registration, you will receive a textbook for the module(s) you are studying. This textbook serves as your primary learning resource, providing essential knowledge and guidance throughout the course. The exam will be based on the content covered in the textbook, so it is important to engage with it thoroughly.
In addition to the textbook, supplementary resources will be provided to further support and enhance your understanding.

[H5] Online Induction

You will be invited to attend a one-hour online induction, presented by the education team at LIA. This interactive webinar is designed to help you get the most out of your studies by providing essential study tips, effective exam techniques, and a step-by-step walkthrough of the online exam process.
During thewebinar, the education team will also be available to answer any questions you may have, ensuring you feel confident and well-prepared as you begin your learning journey.

[H5] Exam Success Handbook

This study companion is a practical guide designed to support you in preparing for your exam. It provides valuable written tips on effective study techniques, helping you maximise your learning and retention.
Inside, you’ll find essential information on chapter weightings, allowing you to focus on key areas that carry the most significance in the exam. Whether you're looking for guidance on structuring your study sessions, managing your time effectively, or understanding which topics to prioritize, this resource is here to assist you every step of the way.

[H5] Microlearning Resources

Our short, focused educational videos are designed to support you in preparing for your exams. These videos cover essential study tips, effective exam strategies, and guidance on how to get started with your study plan.
You'll also gain insights into tackling calculation-based questions, helping you approach them with confidence. Whether you need advice on time management, structuring your revision, or understanding key concepts, these videos provide the practical guidance you need for exam success.

[H5] Pre-Recorded Lectures

Our expert lecturers deliver short, chapter-by-chapter audio lectures that guide you through the key content of your textbook. These concise lectures provide valuable insights and explanations, making it easier to grasp important concepts.
Perfect for listening on the go, these lectures allow you to reinforce your learning anytime, anywhere!

[H5] Exam Preparation Masterclass

You are invited to attend a live, two-hour exam preparation masterclass for the module(s) you are studying.
This live, two-hour masterclass is specifically designed to help you prepare effectively for your upcoming exam. Led by our subject matter experts, these masterclasses covers key topics, exam strategies, and common challenges students face. You’ll receive in-depth guidance on how to approach various types of questions, including practical tips on time management and revision techniques.
This interactive masterclass gives you the opportunity to ask questions, clarify doubts, and engage with the content in real time, ensuring you feel confident and fully prepared as you approach your exam.

[H5] Chapter Weightings

You will be provided with a chapter weighting table that outlines the minimum and maximum number of questions that may appear on your exam paper for each chapter of the textbook that you are studying.
This valuable resource helps you prioritise your study efforts by giving you a clear understanding of the relative importance of each chapter.

[H5] ‘Take a Test’ online facility

You will have access to hundreds of sample multiple-choice questions (MCQs) through the ‘Take a Test’ feature. This online tool lets you complete practice exams that closely mirror the format and content of your upcoming exam, providing you with valuable hands-on experience.
This resource is used to test your knowledge, identify areas for improvement, and strengthen your exam preparation, ensuring you feel confident and well-prepared on exam day.

[H5] Minimum Entry Requirements

Institution
Leaving Cert or Equivalent
Leaving Cert English
Leaving Cert Maths
RPL
Alternative Qualifications
English Language

LIA
5 x O6/H7 or higher
Minimum of Grade O6/H7
Minimum of Grade O6/H7
Yes – see below
Yes – see below
IELTS 5.5

or
An equivalent qualification at the same level (e.g. A levels; Highers/Advanced Highers (Scotland), International Baccalaureate; European Baccalaureate etc).
Any QQI level 5/6 FE qualification is acceptable.
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. Where a candidate’s mother tongue is not English, he or she is required to provide a proof of proficiency in the English language through satisfactory performance on an internationally recognised test (e.g. IELTS 5.5) or other similar English Language qualifications.
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. This may be assessed using a written application from the candidate and/or by interview. Such learners will have relevant employment and will have access to the IT facilities necessary to participate in the programme. RPL (Recognition of Prior Learning) applicants will be required to complete a personal statement which addresses how the applicant has met the minimum standard by reference to QQI’s Business Standards at Level 6.
All other applicants, who do not meet these criteria, will be dealt with on their individual merits and on a case-by-case basis. Decisions made under this mechanism will not set a precedent for adjudicating similar applications.

PTP

[H1]
PTP | Certificate in DC Pension Scheme Trusteeship

Modules
2 Modules

Module Pricing
€500 per module

Next Exam
September 2026

Register By
10 July 2026

Enrol now

[IMG: PTP | Certificate in DC Pension Scheme Trusteeship]

[H2] Certificate in DC Pension Scheme Trusteeship Flyer

Brochure

Tab Select Mobile

Summary
The Certificate in DC Pension Scheme Trusteeship is a Level 7 qualification designed for individuals acting or aspiring to act as trustees of defined contribution pension schemes. The course provides essential knowledge and skills for managing schemes in line with legal frameworks, including scheme rules, trust law, and the Pensions Act. It covers trustee responsibilities, governance, and regulatory compliance. The Pensions Authority recognises this qualification as meeting the knowledge requirements for trustees.
Those that hold the QFA designation are exempt from completing the DC Pension Scheme Trustee Principles module.
Benefit to you
This programme is designed to provide you with the ability to:
Retirement Planning Insight: Understand the importance of replacing earned income in retirement and the structures available for accumulating retirement benefits.
Legal & Regulatory Knowledge: Gain a solid grasp of trust law principles and the legal obligations of trustees, including compliance with regulatory requirements.
Effective Scheme Management: Learn to assess and manage the administration, governance, and investment strategies of defined contribution pension schemes.
Enhanced Trustee Competence: Develop a comprehensive understanding of good governance practices and the roles of advisers in ensuring effective pension scheme management.
This programme is for:
Individuals currently or aspiring to become trustees of defined contribution pension schemes. It is also suitable for HR professionals, financial advisers, and business leaders involved in pension scheme management. If you're responsible for overseeing the governance, compliance, and administration of such schemes, this qualification will provide you with the necessary knowledge and skills to effectively manage pension provision and ensure legal and regulatory compliance.

Delivery and Assessment
All modules are delivered online through distance and self-directed learning, allowing you to study at your own pace from home or work. You will receive a textbook and access to a range of learning resources to support their studies.
Each module is worth 5 ECTS credits (European Credit Transfer and Accumulation System), the DC Pension Scheme Trustee Principles module is a 1.5 hour multiple-choice exam consisting of 75 questions and the DC Pension Scheme Trustee Practices module is a 2-hour multiple-choice exams consisting of 100 questions.
This flexible learning approach makes it easier for professionals to balance education with their work and personal commitments
Fee
€500 per module
Award and Designation
Upon successful completion, participants are awarded the Level 7 Certificate in DC Pension Scheme Trusteeship qualification from Atlantic Technological University (ATU) and earn the  Pension Trustee Practitioner (PTP) professional designation from LIA.
CPD
8 Hours Continuous Professional Development (CPD) is awarded on successful completion of each module.
Progression
Graduates of this program can progress to the Certificate in Professional Financial Advice, enabling them to earn the QFA professional designation. Click here to learn more about this course.
Find out more
For more information about this course please contact our education team education@lia.ie or 01 456 3890.
Alternatively, you can register your interest here to receive more information.
How to Register
To register click the link below to complete an application form. Please ensure you meet the entry requirements before enrolling. Your application form will be reviewed to ensure you are eligible to complete this course. Payment will not be required until after you have been accepted to the course.

Enrol Today

[H5] DC Pension Scheme Trustee Principles

This module provides a basis for the exploration of retirement planning, covering the key components needed to build and manage retirement benefits effectively. Topics include understanding retirement income needs, strategies for accumulating retirement benefits, and insights into investment options and charges. Participants will also learn about retirement benefit options, the implications of pension adjustment orders, and the structure of Defined Contribution (DC) occupational pension schemes. Additional areas of focus include transfers, essential financial maths, and the regulatory framework governing pensions and retirement planning. This module equips learners with the tools to address diverse retirement needs while ensuring compliance and financial efficiency.

[H5] DC Pension Scheme Trustee Practices

This module focuses on the key aspects of pension scheme management, providing participants with the knowledge to navigate regulatory, governance, and operational requirements effectively. Topics include authorisation and registration processes, principles of governance, and managing contributions and investments. Participants will also explore best practices for member communication, handling preserved benefits, and the processes involved in the payment of benefits. This module equips learners with the expertise to manage pension schemes efficiently while maintaining compliance and delivering value to members.

[H5] Key Dates
You can choose to sit these exams in January, May and September annually.
Please click the link below to view the exam timetable, including exam dates and registration close off periods.

Level 7 Exam Timetable

Study Supports
[H2]

We’re committed to providing you with the resources and tools you need to succeed. Your core learning materials include lecture slides, short pieces, suggested readings, and the required reading from the course manual, all designed to support your learning journey.

[H5] Core Resource - Your Textbook

Upon registration, you will receive a textbook for the module(s) you are studying. This textbook serves as your primary learning resource, providing essential knowledge and guidance throughout the course. The exam will be based on the content covered in the textbook, so it is important to engage with it thoroughly.
In addition to the textbook, supplementary resources will be provided to further support and enhance your understanding.

[H5] Online Induction

You will be invited to attend a one-hour online induction, presented by the education team at LIA. This interactive webinar is designed to help you get the most out of your studies by providing essential study tips, effective exam techniques, and a step-by-step walkthrough of the online exam process.
During thewebinar, the education team will also be available to answer any questions you may have, ensuring you feel confident and well-prepared as you begin your learning journey.

[H5] Exam Success Handbook

This study companion is a practical guide designed to support you in preparing for your exam. It provides valuable written tips on effective study techniques, helping you maximise your learning and retention.
Inside, you’ll find essential information on chapter weightings, allowing you to focus on key areas that carry the most significance in the exam. Whether you're looking for guidance on structuring your study sessions, managing your time effectively, or understanding which topics to prioritize, this resource is here to assist you every step of the way.

[H5] Microlearning Resources

Our short, focused educational videos are designed to support you in preparing for your exams. These videos cover essential study tips, effective exam strategies, and guidance on how to get started with your study plan.
You'll also gain insights into tackling calculation-based questions, helping you approach them with confidence. Whether you need advice on time management, structuring your revision, or understanding key concepts, these videos provide the practical guidance you need for exam success.

[H5] Pre-Recorded Lectures

Our expert lecturers deliver short, chapter-by-chapter audio lectures that guide you through the key content of your textbook. These concise lectures provide valuable insights and explanations, making it easier to grasp important concepts.
Perfect for listening on the go, these lectures allow you to reinforce your learning anytime, anywhere!

[H5] Exam Preparation Masterclass

You are invited to attend a live, two-hour exam preparation masterclass for the module(s) you are studying.
This live, two-hour masterclass is specifically designed to help you prepare effectively for your upcoming exam. Led by our subject matter experts, these masterclasses covers key topics, exam strategies, and common challenges students face. You’ll receive in-depth guidance on how to approach various types of questions, including practical tips on time management and revision techniques.
This interactive masterclass gives you the opportunity to ask questions, clarify doubts, and engage with the content in real time, ensuring you feel confident and fully prepared as you approach your exam.

[H5] Chapter Weightings

You will be provided with a chapter weighting table that outlines the minimum and maximum number of questions that may appear on your exam paper for each chapter of the textbook that you are studying.
This valuable resource helps you prioritise your study efforts by giving you a clear understanding of the relative importance of each chapter.

[H5] ‘Take a Test’ online facility

You will have access to hundreds of sample multiple-choice questions (MCQs) through the ‘Take a Test’ feature. This online tool lets you complete practice exams that closely mirror the format and content of your upcoming exam, providing you with valuable hands-on experience.
This resource is used to test your knowledge, identify areas for improvement, and strengthen your exam preparation, ensuring you feel confident and well-prepared on exam day.

[H5] Tax Factsheet

You will be provided with a factsheet, which contains essential tax information directly related to your textbook.
This valuable resource is designed to complement your studies, offering key insights and quick-reference facts to support your learning and exam preparation.

[H5] Minimum Entry Requirements

Institution
Leaving Cert or Equivalent
Leaving Cert English
Leaving Cert Maths
RPL
Alternative Qualifications
English Language

LIA
5 x O6/H7 or higher
Minimum of Grade O6/H7
Minimum of Grade O6/H7
Yes – see below
Yes – see below
IELTS 5.5

OR
An equivalent qualification at the same level (e.g. A levels; Highers/Advanced Highers (Scotland), International Baccalaureate; European Baccalaureate etc).
Any QQI level 5/6 FE qualification is acceptable.
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. Where a candidate’s mother tongue is not English, he or she is required to provide a proof of proficiency in the English language through satisfactory performance on an internationally recognised test (e.g. IELTS 5.5) or other similar English Language qualifications.
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. This may be assessed using a written application from the candidate and/or by interview. Such learners will have relevant employment and will have access to the IT facilities necessary to participate in the programme. RPL (Recognition of Prior Learning) applicants will be required to complete a personal statement which addresses how the applicant has met the minimum standard by reference to QQI’s Business Standards at Level 6.
All other applicants, who do not meet these criteria, will be dealt with on their individual merits and on a case-by-case basis. Decisions made under this mechanism will not set a precedent for adjudicating similar applications.