Level Up to CFP ®: Information Webinar with Brokers Ireland and LIA
Presented by Kelly Anne Quinn CFP® QFA
Thursday 24th July 2025 | 11am
Webinar Details:
Join us for an insightful session in collaboration with LIA designed to spotlight the September intake of LIA’s Level 9 programmes—most notably the Postgraduate Diploma in Financial Planning, the recognised gateway to the prestigious Certified Financial Planner ® (CFP) designation.
During this session, LIA’s Kelly Anne Quinn will provide a comprehensive overview of LIA’s pathway to the CFP designation, offering valuable insights into the course content, structure, and duration.
Discover the additional professional designations such as Retirement Planning Adviser (RPA), Specialist Investment Adviser (SIA), and Financial Planning Risk Adviser (FPRA) can be completed as standalone courses or en route to the CFP® certification and learn how the practical knowledge gained can be directly applied to your role.
Kelly Anne will also share her personal insights on balancing work-life commitments while undertaking such a professional development journey.
Don’t miss this opportunity to explore your potential in financial planning with LIA – the Centre of Excellence for the Education and Development of Finance Professionals.
What to expect:
1. Comprehensive Understanding of CFP Designation Pathway: Gain insights into the structure, content, and duration of LIA’s pathway to achieving the Certified Financial Planner (CFP) designation. Understand the requirements and steps involved in obtaining this prestigious certification.
2. Exploration of Additional Professional Designations: Discover other professional designations such as Retirement Planning Adviser (RPA), Specialist Investment Adviser (SIA), and Financial Planning Risk Adviser (FPRA) that complement the CFP journey. Learn how these designations can enhance expertise in specific areas of financial planning.
3. Application of Practical Knowledge: Learn how the knowledge gained through LIA’s course can directly apply to attendees’ roles in financial planning. Understand practical strategies and insights that can be implemented immediately to improve client services and professional practice.
4. Insights into Work-Life Balance: Benefit from personal insights shared by Brian Dunphy on balancing professional development with work-life commitments. Gain practical tips and strategies for managing time effectively while pursuing continuous education in financial planning.
5. Networking and Career Development Opportunities: Engage with industry peers and experts from LIA, fostering valuable networking opportunities.
Overall, attendees will leave the event equipped with a clearer roadmap towards professional development in financial planning, enriched with practical knowledge and strategic insights from LIA’s expertise.
Meet Kelly Anne Quinn
