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Membership Categories

Professional Membership Categories

Written by IOB
Updated over 2 weeks ago

The following is a breakdown of the Membership Categories

Category - Membership Title - Qualifying Letters - Route to Membership Category

Associate:

Any UCD award (through the Institute)

Membership of CPD Member scheme as a Grandfathered

individual

Practitioner: Practitioner of IOB (PIB)

Holders of the following qualifications or designations:

Accredited Product Adviser (Loans)

Accredited Product Adviser (Savings and Investments)

Accredited Product Adviser (Pensions)

Accredited Product Adviser (Life Assurance)

Accredited Product Adviser (Consumer Credit)

Accredited Product Adviser (Personal General Insurance)

Accredited Product Adviser (Commercial General Insurance)

Accredited Product Adviser (Private Medical Insurance)

Accredited Product Adviser (Debt Management Services)

Licentiate: Licentiate of IOB (LIB)

Holders of the following designations or qualifications:

 Certified Bank Director

 Certified Investment Fund Director

 Chartered Banker

 Professional Banker

 Certified Financial Planner (CFP®)

 Qualified Financial Adviser (QFA)

 Licentiate Compliance Institute (LCI)

 Fellow Compliance Institute (FCI)

 Certified Data Protection Officer (CDPO)

 Certified Financial Crime Practitioner (CFCP)

Any Level 9 programme completed with IOB

Bachelor of Financial Services

Joint financial Services Diploma (retired programme)

University Diploma in Financial Services

Fellow: Fellow of IOB (FIB)

Admission through IOB Council (Bye-Law No 1, paragraph 4)

NB: Membership Categories are updated once a month, so categories may take up to 4 weeks to change

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