Forms

Education Course Forms

  • Debt Management (APA in Debt Management Services)
  • Professional Certificate in Asset Management (SIA)
  • Professional Certificate in Conduct Risk, Culture and Operational Risk Management (PRIMIA)
  • Professional Diploma in Financial Advice (QFA)
  • Professional Diploma in SME Credit
  • Professional Certificate in Financial Advice (APAs and CUA)
  • Professional Certificate in Credit Union Governance (CUG)
  • Professional Certificate in Credit Union Risk and Compliance (CUC)
  • Professional Certificate in Consumer Credit (APA Consumer Credit)
  • Professional Certificate in Residential Mortgage Arrears
  • Professional Certificate in People Management
  • Professional Certificate in General Insurance (APA Personal General Insurance)
  • Professional Diploma in Retirement Planning Advice (RPA)
  • Professional Certificate in DC Pension Scheme Trusteeship (PTP)
  • Professional Diploma in Credit Union Advice (CUA & APAs)
  • Professional Certificate and Diploma in Compliance (LCOI)
  • University Diploma in Financial Services
  • Bachelor of Financial Services
  • Graduate Diploma in Financial Planning (Gateway to CFP®)
  • MSc in Financial Services

Professional Certificate in DC Pension Scheme Trusteeship (PTP)

Trusteeship course. This course has been developed for those acting or wanting to act as a Trustee of a defined contribution occupational pension scheme or Trust RACs, or as a director of a company acting as a Pensioneer or Professional Trustee of such arrangements. This two-module course is at Level 7 on the National Framework of Qualifications. Successful students will receive the UCD award, Pr

Professional Certificate in Conduct Risk, Culture and Operational Risk Management (PRIMIA)

The Professional Certificate in Operational Risk Management has been designed with Operational Risk and Conduct Risk professionals to become the benchmark Operational Risk and Conduct Risk Management qualification for lending in Ireland.

Professional Diploma in SME Credit

The Professional Diploma in SME Credit has been created for anyone operating in a lending capacity. Students will gain essential credit risk assessment knowledge to support them in making informed and prudent decisions in response to SME applications for finance.

Professional Diploma in Financial Advice (QFA)

The recognised benchmark qualification for all those who work in the financial services industry. This course leads to the designation QFA, which meets the requirements of the Central Bank's Minimum Competency Code in 5 of the 8 categories of retail financial product. The Professional Diploma in Financial Advice is a Level 7 qualification on the NFQ.

Professional Certificate in Asset Management (SIA)

A one-module course for Financial Advisers in Asset Management (SIA) to help QFAs take that next step in and a progress towards CFP certification.

Debt Management (APA in Debt Management Services)

This new module has been created following the Central Bank’s Addendum to the Minimum Competency Code (MCC) – effective 1st June 2014 – to meet the needs of those working in the area of debt management, and who are now required to meet the MCC by means of a recognised designation.

Professional Certificate in Credit Union Risk and Compliance (CUC)

The Professional Certificate in Credit Union Risk and Compliance is a two-module course leading to the designation CUC (Credit Union Compliance).

Professional Diploma in Retirement Planning Advice (RPA)

The Professional Diploma in Retirement Planning Advice is a two-module course leading to the designation RPA (Retirement Planning Adviser).

Professional Certificate in Residential Mortgage Arrears

The Professional Certificate in Residential Mortgage Arrears, a single-module Level qualification, at Level 7 on the National Framework of Qualifications, develops candidates knowledge, understanding and application in the area of mortgage areas.

MSc in Financial Services

The MSc in Financial Services – this is a Masters programme for holders of an honours grade in the Graduate Diploma in Financial Planning.

Professional Certificate in Financial Advice (APAs and CUA)

The Professional Certificate in Financial Advice is a two module qualification, accredited at Level 7 on the National Framework of Qualifications, and is a must for all those pursuing a career in the Credit Union movement or in the wider Financial Services industry.

Professional Certificate and Diploma in Compliance (LCOI)

Two individual Level 7 courses offered by LIA in partnership with the Association of Compliance Officers in Ireland (ACOI), The Insurance Institute of Ireland and The Institute of Bankers in Ireland.

Bachelor of Financial Services

The Bachelor of Financial Services (BFS), is a Level 8 part-time financial services degree qualification, awarded by UCD and accredited by both European and American Academic accreditation bodies (EQUIS and AACSB respectively).

University Diploma in Financial Services

A Level 7 qualification aimed at those who aspire to a management position in financial services, also offering a route to life-long learning. This is a 12-module qualification with a mix of Business Studies and Financial Services subjects.

Professional Certificate in General Insurance (APA Personal General Insurance)

A single module course for those who already hold the QFA designation, the Professional Certificate in General Insurance expands on the Professional Diploma in Financial Advice to explain the concept of general insurance, the legal and insurance principles and the operation of insurance policies. QFAs who complete the course can apply for the Accredited Product Adviser (APA) designation in Persona

Professional Diploma in Credit Union Advice (CUA & APAs)

The course is designed to allow Credit Union staff to achieve a benchmark level of competency, specific to the requirements of their working environment.

Professional Certificate in People Management

A two module, Level 7 qualification designed to appeal to those who are newly appointed to a team leadership or people management role in financial services, or those who wish to equip themselves for such roles.

Graduate Diploma in Financial Planning (Gateway to CFP®)

The Graduate Diploma in Financial Planning is a highly regarded post graduate qualification aimed at those who wish to develop their financial planning knowledge and skills to the highest international standards. The Graduate Diploma is also a gateway to the prestigious international designation CERTIFIED FINANCIAL PLANNER™.

Professional Certificate in Consumer Credit (APA Consumer Credit)

A single module Level 7 qualification, examining all the major areas of consumer credit including credit agreements, loans, credit cards and hire purchase as well as looking at the Consumer Credit Act and Consumer Protection Code.

Professional Certificate in Credit Union Governance (CUG)

An exciting new single module professional qualification for individuals acting in directorship, supervisory and management roles in Credit Unions, leading to the designation CUG (Credit Union Governance).


Other Forms

  • CPD Pro Rata Adjustment Form
  • CPD Accreditation Request Form
  • Direct Debit Mandate
  • Exemptions
  • LIA Membership Application Form

CPD Pro Rata Adjustment Form

Direct Debit Mandate

CPD Accreditation Request Form

LIA Membership Application Form

Exemptions

Exemption Application Form