Practical. Flexible. CPD-Approved
LIA's short courses are designed to provide you with flexible, on-demand learning opportunities that align with the evolving demands of the financial services industry.
Whether you're aiming to enhance your current skill set, explore new areas, or stay abreast of industry trends, our courses offer practical insights and are immediately applicable to your role.
Our short courses are designed to work around your schedule and help you meet professional development goals without sacrificing client time.
NEW SHORT COURSE : Available On-Demand
Advanced Tax and Estate Planning
This short course goes far beyond the basics — it offers advanced, client-focused training in Irish tax law, succession planning, and wealth structuring. Led by renowned taxation expert Dave Clancy, the programme brings clarity to complex topics such as CGT, CAT, Retirement Relief, and property structuring.
CPD
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4 hours towards your annual CPD requirement with LIA.
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4 hours towards your CERTIFIED FINANCIAL PLANNER™ CPD requirement with FPSB Ireland.
NEW SHORT COURSE : Available On-Demand
Operational Resilience for Credit Unions
This course, developed in collaboration with PAT Business School, equips board members, senior managers, and risk professionals with the knowledge and tools to meet the Digital Operational Resilience Act (DORA) requirements.
Created with insights from leading experts, the course offers practical strategies for enhancing digital resilience, managing risks, and ensuring compliance.
Available On-Demand
Mastering ESG for Financial Planner
In the rapidly evolving landscape of financial planning, incorporating Environmental, Social, and Governance (ESG) factors into investment and pension strategies is not just an option—it's becoming a necessity. This course, is designed to empower financial planners with the knowledge and tools to effectively integrate ESG considerations into their practice. It offers a blend of practical insights and theoretical knowledge, aimed at enhancing client assessments and elevating the professionalism of financial planners. Through an on-demand format, this course provides flexibility, allowing learners to engage with the content at their own pace.
CPD
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4 hours towards your annual CPD requirement with LIA.
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4 hours towards your CERTIFIED FINANCIAL PLANNER™ CPD requirement with FPSB Ireland.
Available On-Demand
The Principles of Sound Investing
This short course has been developed in collaboration with GillenMarkets, an Irish-based Investment advisory company. The course is suitable for both new and existing investors and is aimed at providing you with an understanding of the principles of sound investing, enabling you to establish a robust, lifelong savings plan for your personal, pension, and even company savings.
It has been designed to demystify the world of stock market investing and to provide you with the essential knowledge to confidently take the next steps in your financial journey.
CPD
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3 hours towards your annual CPD requirement with LIA.
Available On-Demand
Sales Effectiveness for Finance Professionals
The Sales Effectiveness for Finance Professionals course is designed to help finance professionals improve their ability to engage clients, deliver value, and drive meaningful conversations that lead to actionable outcomes. This practical course provides the skills, strategies, and confidence needed to approach sales conversations with a customer-first mindset, enhancing trust and success in your advisory role.
This course focuses on essential techniques to identify customer needs, overcome objections, and position financial solutions effectively.
CPD
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1 hour towards your annual CPD requirement with LIA.
