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Eligibility for Pro-Rata Adjustment

Adjustments to CPD hours may be considered if a member is not actively engaged in providing financial advice or performing specific functions in Ireland. Even with an adjustment of CPD hours, an annual return is required annually by January 31st.  

To apply for a pro-rata of CPD hours, members must complete the online form available here. 

Applicable Situations for Adjustment: 

1. Statutory Leave (Maternity, Parental, Adoption, Carer’s): 

  • Adjustments apply to both paid and unpaid statutory leave. 
  • Excludes other leave types like holidays, additional unpaid leave, or career breaks. 
  • Members must contact LIA's Member Services team prior to taking leave for a temporary CPD exemption. 

2. Illness: 

  • Brief illnesses are not eligible for adjustments. 
  • Long-term illness (over two months) may qualify for a reduction, supported by medical certification. 

Non-Qualifying Circumstances: 

  • Part-time work or job sharing. 
  • Holidays related to statutory leave. 
  • Retirement, redundancy, unemployment (if retaining the designation). 
  • Career breaks or sabbatical leave (if retaining the designation).