Postgraduate Diploma in Financial Planning

Postgraduate Diploma in Financial Planning Programme Application Form
Please note your application is subject to assessment by LIA prior to acceptance. Before completing this form, please ensure you have the following details to hand:
- LIA Membership Number - if you do not have an existing profile, set one up here
- Academic transcripts
- Line manager / supervisor contact details
- Work experience history
* Please ensure all relevant fields are completed. Incomplete applications can not be accepted.

SECTION 1: PERSONAL DETAILS
LIA Member Number
Don’t know my LIA Member Number but have previously completed LIA exams or attended LIA events
Full Name*

First NameLast Name
Title / Prefix*

MrMrsMsMiss
Date of Birth*

DayMonthYear
Date
Nationality*
PPS Number*
Home Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Employer*
Employer Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Address for Correspondence*

HomeBusiness
Mobile*
Work Telephone
Your Email*
example@example.com
If you are under 23 years of age, please tick this box to confirm that you have sat the Leaving Certificate (or equivalent)

SECTION 2: MODULE SELECTION, FEES & EXEMPTIONS
Recognised Prior Learning
- Holders of the AITI Chartered Tax Adviser (CTA) qualification qualify for an exemption from the Tax and Estate Planning module. If you would like to apply for the exemption, please tick the box under exemptions and upload your original academic transcript.
- Holders of the SIA designation are not required to register for the Investment Management module. Please contact level9@lia.ie if you already hold this designation.
- Holders of the RPA designation or those that have previously registered for the RPA1 and RPA2 modules are entitled to a reduced fee (€550) for the Retirement Planning module.
Please indicate the modules you wish to apply for (fees will not be requested unless/until you are offered a place) we recommend that you enrol for 1 term at a time.

Modules

	Registration €1,100 / Module	Exemption €50 / module
Term 1 - Principles and Practices of Financial Planning
Term 1 - Risk Management and Insurance Planning
Term 2 - Tax and Estate Planning
Term 2 - Investment Management
Term 3 - Retirement Planning
Term 3 - Integrated Personal Financial Planning

Please tick here if you hold the RPA designation or have previously registered for both the RPA1 and RPA2 modules.
If you are applying for an exemption please upload your academic transcript here:

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Course Fees & LIA Membership
- Fees will be requested in due course if/when you are accepted on to the programme.
- Programme registration fees are non-refundable and non-transferable.
- Course fees must be paid prior to the commencement of the course.
- Applications/Fees received after this date will be considered on a first-come, first-served basis.
- LIA membership is required.
Fees will be paid by

MeMy Employer*Skillnet or Training provider*
*if payment is by a Skillnet or training provider, please specify the Skillnet or training provider.
*If payment is made by an employer, please download and complete the payment authorisation form which can be found below. This should be uploaded here or emailed to level9@lia.ie.

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Download the payment authorisation form here.

SECTION 3: ENTRY REQUIREMENTS
Please select the applicable qualification you hold:

Please ensure you complete the relevant section based on your choice below
LIA QFA with 3 years’ relevant work experience obtained in the life assurance, banking or financial services industry. **please complete section 4 and 6 ONLY**IOB QFA with 3 years’ relevant work experience obtained in the life assurance, banking or financial services industry. **please complete section 4 and 6 ONLY**2.2 honours degree (level 8) in a business, financial or a cognate area or in a numerate discipline (e.g maths, physics, engineering, accountancy….) **please complete section 5 and 6 ONLY**AITI Chartered Tax Advisers (CTAs) **please complete section 5 and 6 ONLY**Professional qualified actuaries, accountants, solicitors and barristers. **please complete section 5 and 6 ONLY**
*If your qualification doesn’t match any qualification listed above please contact level9@lia.ie to see if your qualification meets the entry requirements.

SECTION 4: RECORD OF EXPERIENCE *This section should be completed by individuals applying with QFA only
If you are applying as a QFA with 3 years' relevant work experience, please upload a career history document to include the following information:
- Details of the relevant role(s) held*.
- Detailed responsibilities within the role(s) held.
- Commencement and end dates (if applicable) for each role.
- Name/Phone number and Email address of your current manager for work experience verification.
*relevant roles include (but not limited to) finance, banking, accounting, solicitors/barristers...

Declaration of work experience
File Upload

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Commencement Date

DayMonthYear
Date
Finish Date (if applicable)

DayMonthYear
Date
Please provide a detailed account of your main duties whilst in this role
RECORD 2

(Only required if work experience for record 1 is less than 3 years)
Position Held
Organisation
Commencement Date

DayMonthYear
Date
Finish Date (if applicable)

DayMonthYear
Date
Please provide a detailed account of your main duties whilst in this role
RECORD 3

(Only required if work experience for records 1 and 2 is less than 3 years)
Position Held
Organisation
Commencement Date

DayMonthYear
Date
Finish Date (if applicable)

DayMonthYear
Date
Please provide a detailed account of your main duties whilst in this role
2. Please add details below of appropriate manager / supervisor who can verify the details in Record 1.

* If self-employed, please fill in your own details.
Name

First NameLast Name
Job Title
Organisation
Phone Number
Email
example@example.com
3. If you hold your QFA with IOB, please upload your original academic transcript here:

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SECTION 5: * This section should be completed by individuals applying with an entry requirement other than a QFA
If you are applying based on a qualification that you hold please complete this section as follows:

(*if you have completed section 4 then you are not required to complete this section)
- details of the qualification
- an original academic transcript.
1. Please complete the below information regarding your qualification.
Qualification Name
Awarding Body
NFQ Level (e.g level 8)
Course start date

DayMonthYear
Date
Course end date

DayMonthYear
Date
2. Please upload an original academic transcript here.

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3. Reference

Please provide the name and contact details of one professional/academic referee who may be contacted by LIA in support of your application.
Name

First NameLast Name
Job Title
Organisation
Phone Number
Email
example@example.com

SECTION 6: DECLARATION
- As a QFA (if applicable), I have obtained appropriate and acceptable experience, which is documented on the record of experience in Section 4 above, and is subject to verification by appropriate persons with personal knowledge.
- I wish to register for the programme module(s) as indicated above. I have read and understood the terms and conditions for registration on this course (as set out on www.lia.ie) and LIA’s general Terms & Conditions (available on www.lia.ie or by post on request) and I agree to be bound by these terms and conditions.
- I consent to LIA processing, holding and disclosing my personal data as per LIA’s privacy statement (available on www.lia.ie or by post on request), which may change from time to time based on legal or regulatory requirements.
- If I am offered and accept a place on this programme, I agree to the provision of certain personal data (name and email only) to LIA faculty which will be used solely for class group communications.
- If I am not offered a place and/or refuse a place that has been offered to me I understand that the personal data contained in my application will be destroyed and will not be retained by LIA. (This does not impact personal data that LIA may already have held prior to and separately from this application).
- I declare that the information provided in this application is true and complete (in all material respects) and to the best of my knowledge and belief.
- I acknowledge that I have thoroughly read and understood the consent form for participating in LIA's online examniations, I fully agree to adhere to the terms and conditions specified in the document. The consent form is available here.
Applicant's Signature*

Clear
Please click and hold your mouse to sign.
Date*

DayMonthYear
Date
Thank you for taking the time to fill in your details.

Please check all entries, as all fields denoted with a * are required, and the form cannot be submitted with any omissions.
Should be Empty:

Postgraduate Diploma in Financial Planning Programme Application Form

Please select the applicable qualification you hold:

RECORD 2

RECORD 3