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What is the CPD Annual Update Manual?
What is the CPD Annual Update Manual?

Annual Update Manual

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Written by IOB
Updated over 3 months ago

IOB produces a CPD Annual Update Manual each year for retail financial advisers (QFAs and APAs). The manual is released at the beginning of the academic year - normally around August/September.

Reading and assimilating the Annual Update Manual awards CPD hours towards the relevant CPD designations, and an IOB reference code is included within the opening pages for you to record this on your log.

As the manual contains some material of relevance to PIPs the ISI has awarded 1 CPD hour to PIPs for reading and assimilating the relevant sections i.e. the Debt Management Services chapter and relevant sections in the Housing Loans chapter.

The Annual Update Manual can be found via IOB Learn each year.

The relevant CPD hours for this year are as follows:

• QFA / APA (all categories) – 4 CPD hours relevant to all categories except Ethics

• AFP – 1 Hour

• Certified Bank Director – 1 hour

• Certified Investment Fund Director – 1 hour

• Chartered Banker – 1 Hour

• FCI Compliance – 4 Hours

• MCI Board Member or Equivalent – 2 Hours

• Personal Insolvency Practitioner – 1 Hour

• Professional Banker – 1 Hour

• Retirement Planning Professional – 2 Hours

• Regulatory Reporting Professional – 1 hour

• Registered Stockbroker – 4 Hours

• Wealth Management Professional – 2 Hours

• Certified Fintech Risk and Compliance Professional – 3 Hours

• Certified Sustainable Finance Compliance Professional – 1 Hour

• LCI – 4 hours.

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