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LIA Courses

Choosing a course LIA Courses

Course Name  Key Info
Certificate in Professional 
Financial Advice 
This programme leads to the Qualified Financial Adviser (QFA) designation, meeting the Central Bank’s Minimum Competency Code (MCC) for five of the eight retail financial product categories. It covers six modules, ideal for those working in life assurance, credit unions, mortgage lending, pensions and investments.
Certificate in Credit Union 
Operations 

This course has been specifically designed for those working in the Credit Union movement. The course comprises four 
modules and provides a route to up to four professional Credit Union designations: 

CUA (Credit Union Adviser): 2 x modules required, Credit Union Practices and QFA Regulation 

CUG (Credit Union Governance): 1 x module required, Credit Union Governance & Risk 

CUC (Credit Union Compliance): 2 x modules required, Credit Union Governance & Risk and QFA Regulation 

APA Loans (Accredited Product Adviser): 2 x modules required, QFA Loans and QFA Regulation

Certificate in Defined 
Contribution (DC) 
Pension Scheme 
Trusteeship 
This course equips pension scheme trustees with the skills and knowledge to manage their schemes in accordance with the scheme rules, general trust law, and relevant provisions of the Pensions Act and associated regulations.
An Introduction to Pensions This course provides a solid foundation in the fundamentals of 
pensions for those joining the pensions industry in a wide range of roles, including: 
  • Administration 
  • Investment 
  • Employee benefit consultancy 
  • Taxation 
It is also a primer for those who may wish to go on and obtain the Accredited Product Adviser (APA) Pensions or Qualified Financial Adviser (QFA) designations.
Postgraduate Diploma in 
Financial Planning 

This course is a highly regarded postgraduate level 9 qualification and is the gateway to the prestigious international CFP® designation. It is ideal for individuals currently working in or seeking a career path in financial planning and wealth management. 

Successful students will also obtain three designations en route to the Diploma: 

Financial Planning Risk Adviser (FPRA) 
Retirement Planning Adviser (RPA) 
Specialist Investment Adviser (SIA)

Postgraduate Certificate 
in Financial Planning

This course is designed for those working in, or planning a career in, financial planning and wealth management. The programme has been designed in conjunction with leading advisers and industry experts to ensure what you learn is practical, relevant and immediately transferable to your professional practice. 

Successful students will also obtain two designations en route to the Certificate: 

Retirement Planning Adviser (RPA) 
Specialist Investment Adviser (SIA)

Master of Business in 
Financial Planning and 
Sustainability
This course is designed for those working in, or planning a career in, financial planning and wealth management. Students 
who wish to undertake the masters programme will have successfully completed the Postgraduate Diploma in Financial Planning or the Graduate Diploma in Financial Planning 
(IOB/UCD) and can apply to undertake four additional modules to complete the Masters award.
Postgraduate Certificate 
in Financial Management 
and Sustainability 
This course provides students with an opportunity to gain knowledge in broad areas of financial management, client 
management, strategy and sustainability. Sustainability is an important emerging regulatory topic, and this 
new learning provides students with a macro perspective that is of value to those who are in roles of leading, change, and 
strategy or aspire to those roles in the financial services sector. 
Micro Credential Courses

Micro-credentials courses are short, focused learning modules that allow students to gain expertise in specific areas without committing to a full programme. These are ideal for professionals seeking to upskill in key areas relevant to their work, offering flexibility, accessibility, and cost-effectiveness. All courses are accredited by ATU. 

The available Micro Credential Courses include: 

Retirement Planning 
Tax and Estate Planning 
Risk Management and Insurance Planning 
Tax and Estate Planning 
Sustainable Finance 
Client Management 
An Introduction to Pensions

Short Courses

These on-demand courses offer practical, focused training in key areas. Some of them also provide CPD credits upon completion. 

The available short courses include: 

AI for Financial Advisers and Planners 
The Principles and Sound Investing 
Credit Union AML training 
Sales Effectiveness 
Sales Effectiveness for Credit Unions 
ESG for Financial Planners 
Advanced Tax and Estate Planning