Cross border adviser diplomas between UK and Ireland go live

Added 15th November 2016

The Chartered Institute for Securities & Investment (CISI) has agreed a cross border deal enabling recognition of its financial services qualifications between Ireland and the UK.

Cross border adviser diplomas between UK and Ireland go live

UK-based advisers transferring to Ireland, who hold the CISI’s Investment Advice Diploma (IAD), will now be exempt from three modules of the Qualified Financial Advice Diploma (QFA).

The agreement with Ireland’s Institute of Banking (IOB) is also expected, following further talks, to extend to include mutual recognition for those Irish financial advisers possessing the QFA Diploma working in the UK and Northern Ireland.

The Institute of Banking (IOB) in Ireland’s QFA Diploma is the benchmark qualification approved for provision of financial advice in the Irish market by the Central Bank of Ireland.

Frank O’Riordan, president of the CISI Ireland branch committee said: “We are extremely pleased to be working with the Institute of Banking and delighted to have achieved this important milestone.

“We are very supportive of the concept of mutual recognition of capital markets qualifications to make it as seamless as possible for practitioners and firms to move between jurisdictions, while maintaining high standards of professionalism.”

In addition to London and Dublin, CISI has representative offices in financial centres including Singapore, Hong Kong, Manila, Dubai, Barcelona, Mumbai and Colombo, working in close cooperation with regulators, firms and other professional bodies worldwide.

Over 40,000 CISI examinations were sat in 80 countries in the last 12 months, with 92% of the world’s international banks taking CISI qualifications.

Visitor's Comments Add your comment

Add Your Comment

We won't publish your address

About Author

Mark Battersby

Editor, International Adviser

International Adviser

Mark Battersby is editor of International Adviser. He is also programme director for International Adviser events in strategic expat locations around the world, and its flagship FundLinks conference in London. Mark joined Last Word Media in February 2012, having previously worked at Citywire, Interactive Investor International, and FT Business.


Critical illness cover the next big opportunity for advisers

Critical illness cover the next big opportunity...Lock icon

Imagine your client owned a goose that laid a golden egg every month, says Chris Bagnall, chief underwriting officer and head of claims at Zurich International Life.




Canada Life International Limited
Canada Life International...

Canada Life International Canada Life House,...



IA International Portfolio Bond Forum Leeds 2017
IA International Portfolio Bond Forum Leeds 2017

Thursday 27 April
Thorpe Park Hotel, Leeds

IA Best Practice Adviser Awards UK 2017
IA Best Practice Adviser Awards UK 2017

3 May 2017
Waldorf Hilton, London

IA Product & Service Awards 2017
IA Product & Service Awards 2017

Wednesday 3 May 2017
The Waldorf Hilton, London 

IA International Portfolio Bond and Financial Planning Forum 2017

Sponsored Content

Investment Strategy