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					                         Approved List of Events and Activities
                    For holders of the QFA designation participating in CPD Programme


                                              September 2007

Important Notes – Please Read Carefully


1. The Approved Activity List is intended as a guideline only – please do not rely on it as your only
   source of finding CPD activities. Our hope is that it will firstly give an indication as to the type of activities
   that can earn formal CPD credit, and also that it might prompt people to attend relevant events that they
   may not previously have been aware of. It is absolutely up to the individual to choose which, if indeed any,
   of the activities listed will be of assistance to them, and the QFA Board is in no way suggesting that QFAs
   must participate in any of them.


2. Events and in-house training programmes being run by Life Offices and other institutions can be approved
   for CPD credit, but they will never appear on this list for reasons of confidentiality. We are approving such
   activities all the time, so if you are attending something of that nature and are unsure as to whether or not it
   will count, please feel free to contact us by phone or e-mail, or fax us a completed Activity Enquiry Form
   (enclosed).


3. This booklet includes activities run by bodies and/or associations that have taken place since the beginning
   of the year. We have left these events on our list to remind members of all events that have been approved
   for formal CPD credit (as you may have attended without realising that CPD credit was available).


4. Please contact the association or body running the event rather than the QFA Board for more
   information about individual activities. Contact details are given under each heading.


5. Where possible, we have been in touch with the bodies and associations listed and have requested updated
   lists of events for 2007. Where this information is not yet available, it will be included on this list at a later
   date.


6. Some events and activities are only open to members of the body or association running the event. Where
   applicable, this is indicated. Where not indicated, the events are open to all.


7. CPD hours can only be claimed for one attendance at an event. Where the same event is run in several
   venues around the country, you can obviously only claim the formal CPD hours for attendance at one
   venue.
                                                ***************
                                        New CPD Cycle - Help Sheet
Please read thoroughly before phoning The QFA Board (the most frequently asked questions are answered below)

Main Requirements for New Cycle:
Overall (1st Jan 2007 – 31st Dec 2009): 60 hours to be completed of which at least 40 must be formal CPD

Minimum Annual Requirement: 15 hours of which at least 10 must be formal. However, most people should be working
towards completing an average of 20 hours per year of which about 14 should be formal. Note that if you only complete the
minimum annual requirement in each year you will not meet your overall three-year requirement of 60 hours CPD and will
therefore fail to comply with the programme requirements (and ultimately lose your QFA designation)

Pro-Rata Adjustments may be obtained for parental leave / extended leave of absence due to prolonged illness. Please
apply to The QFA Board in writing for such adjustments.

                                              Definitions: Formal vs Informal

   Very simply defined, Formal CPD is ‘active’ participation in something (e.g. attendance at seminar/workshop/in-house
    training programme etc).

   Formal CPD does not necessarily mean attendance at external seminars. If you participate in in-house training, or
    in the case of intermediaries, if Life Office representatives call to you in order to train you on a new product or generic
    product-type, this could earn credit (provided the training session is formal in nature and not simply an informal ‘flick
    through the new brochure over a coffee’)

   Informal is general reading and research (e.g. relevant articles from Irish Broker, The Professional, business pages of
    daily/Sunday newspapers etc).

   In order to calculate informal hours: take an honest estimate of the amount of time you spend reading relevant
    material on a weekly/monthly basis and multiply it out over the period in question. It may be a lot (in some cases
    hundreds of hours per year) or not very much, depending on your routine and job requirements.

   There is no limit on the amount of informal hours you may claim each year, but you must meet at least your
    minimum formal requirement and total annual requirement.

Main Criteria for Awarding Credit:

The QFA Board has deemed that activities that are directly relevant to giving financial advice to consumers can count for
CPD credit (i.e. those of a technical nature, regarding taxation, pensions, investments and so on, or concerning legislation
and/or regulation). In other words information or knowledge an adviser really should have before advising a client, or
information that is absolutely necessary in order to conduct business (e.g. Euro / Central Bank Compliance)


   The one exception to the formal/informal definitions is the QFA Annual Update document (last issue July 2007), as
    reading of this document actually earns four hours formal CPD.

   Whether Formal or Informal, for anything to count for CPD credit it must conform to the above main criteria.

   In terms of hours, we generally award one hour per hour of activity (excluding any breaks or social activity) up to a
    maximum of four hours for any one event, activity or topic.

Some examples of approved activities (not exhaustive):

   Compliance training
   PRSA seminars
   Investment seminars
   Product training (formal training session, as opposed to a more social ‘product launch’ situation)
   Training in computerised fact-find systems
   Relevant examinations run by Professional bodies
   Modules successfully completed on the myCPD website

Some examples of what would not earn credit (not exhaustive):

   General software/application training (e.g. Microsoft Excel, Access etc)
   Internet training
   Sales (techniques) training
    ‘Motivational’ seminars
   Study or exam preparation. Credit is awarded on successful completion of relevant examinations.
                                       Seminars / Workshops


                             Financial and Insurance Training Services (FITS)

  To enquire/book contact: Margaret
                          Tel: 01-6764737 Fax: 01-6767989/6619955 e-mail: dwhelant@fits.ie
                          Web: www.fits.ie


             Course/Event Name               Venue(s) and Date (s)              Total number of hours
                                               Where available                         (Formal)
        The Role of the Financial             Dublin – 12th Feb’07                        2
        Advisor                                   20th Mar’07
        Compliance & Factfinding                  10th Apr’07
                                                   6th Jul’07
                                                   17th Jul’07
                                                  2nd Aug’07
                                                 20th Sept’07
New                                              21st Sept’07
                                                 27th Sept’07
        An Introduction to Mortgages          Dublin – 27th Feb’07                       2
                                                  27th Mar’07
                                                   17th Jul’07
                                                  10th Aug’07
                                                 20th Sept’07
New
                                                 21st Sept’07

        An Introduction to Pensions &            Dublin – 12th Mar’07                    2
        PRSA’s                                        3rd Apr’07
                                                      10th Jul’07
                                                      23rd Jul’07
New                                                 27th Sept’07
        A Comprehensive Course on                Dublin – 19th Jul’07                    2
        Household Insurance
        The A-Z of Motor Insurance               Dublin – 24th Jul’07                    2



                                 Independent Trustee Company Ltd (ITC)

  To enquire/book contact:      Aideen McDonald at the Independent Trustee Company
                                35 Fitzwilliam St. Upper, Dublin 2
                                Tel: 01-6611022 e-mail: info@independent-trustee.com

                Course/Event Name                        Venue(s) and Date(s)            Total number
                                                           (where available)               of hours
                                                                                           (Formal)
        Small Self Administered Schemes                    Cork – 28th Feb’06                 2
        Retirement Planning for High Net Worth           Dublin – 29th May 07                 1.5
        Clients                                         Co Meath – 30th May 07




                                                                                                        3
                                        The Institute of Bankers in Ireland

      To enquire/book contact:      Liz Headen, 1 North Wall Quay, Dublin 1.
                                    Tel: 01-6116500 Fax: 01 6116565 e-mail: cpd@bankers.ie

                 Course/Event Name                     Venue(s) and Date(s)           Total number
                                                         (where available)              of hours
                                                                                        (Formal)

New         Pension Mortgages – Tax                      Athlone – 26/9/07                   2
            Efficient Mortgages                          6.30pm – 8.30pm
            Anti Money Laundering – The                 Athlone – 20/10/07                   2
New         Risks and Exposures                         6.30pm – 8.30pm
            Economic Update Spring 2007                   Cork - 27/03/07                    2
                                                         6.30pm – 8.30pm
            Pensions/Mortgages – Tax                      Cork - 02/04/07                    2
            Efficient Mortgages                          6.30pm – 8.30pm
            ARF, Pension Tax Deadlines &                  Cork – 19/09/07                    2
New
            CPD                                          6.30pm – 8.30pm
            Advice Matters 2007                           Cork – 1/10/07                     2
New
                                                         6.30pm – 8.30pm
            Inheritance & CG Tax 2007                     Cork – 12/11/07                    2
 New                                                     6.30pm – 8.30pm
            Mortgages 2007                                Cork – 26/11/07                    2
 New                                                     6.30pm – 8.30pm
            Economic Update Spring 2007                 Galway - 28/03/07                    2
                                                        6.30pm – 8.30pm
            Consumer Credit 2007                        Galway – 23/04/07                    2
                                                        6.30pm – 8.30pm
New         Pension Mortgages – Tax                     Galway – 17/09/07                    2
            Efficient Mortgages                         6.30pm – 8.30pm

New         Credit & Lending 2007                       Galway – 15/10/07                    2
                                                        6.30pm – 8.30pm
            Advice Matters 2007                         Galway – 12/11/07                    2
New
                                                        6.30pm – 8.30pm
            Tax Planning 2007                            Galway – 3/12/07                    2
New
                                                         6.30pm – 8.30pm
            Finance Bill 2007                         Letterkenny – 02/04/07                 2
                                                        6.30pm – 8.30pm
            Pension/Mortgages – The Tax                 Limerick – 5/03/07                   2
            Efficient Mortgages                         6.30pm – 8.30pm
New         Tax Planning                               Letterkenny – 5/11/07                 2
                                                         6.30pm – 8.30pm
            Credit and Lending 2007                   Letterkenny – 26/11/07                 2
New
                                                        6.30pm – 8.30pm


                                                                                                     4
       Consumer Credit 2007                Limerick – 30/4/07    2
                                           6.30pm – 8.30pm
       ARF, Pensions Tax Deadline &        Limerick – 18/9/07    2
New    CPC                                 6.30pm – 8.30pm
New    Credit and Lending 2007             Limerick – 8/10/07    2
                                           6.30pm – 8.30pm
New    Advice Matters 2007                Limerick – 22/10/07    2
                                           6.30pm – 8.30pm

New    Tax Planning 2007                  Limerick – 19/11/07    2
                                           6.30pm – 8.30pm
       Finance Bill 2007                  Waterford – 30/04/07   2
                                           6.30pm – 8.30pm
       Tax Planning 2007                  Waterford – 8/10/07    2
New
                                           6.30pm – 8.30pm

New    Pension Mortgages – The Tax        Waterford – 15/10/07   2
       Efficient Mortgages                 6.30pm – 8.30pm
       Advice Matters 2007                Waterford – 26/11/07   2
New
                                           6.30pm – 8.30pm
       Mortgages 2007                     Waterford – 3/12/07    2
 New
                                           6.30pm – 8.30pm
       Banking on the Future of Dublin,    Dublin – 28/02/07     2
       Dublin Region annual Seminar         5pm – 7.15pm
       Pensions/Mortgages –                Dublin – 12/03/07     2
       The Tax Efficient Mortgages         6.30pm – 8.30pm
       Consumer Credit 2007                 Dublin – 2/4/07      2
                                           6.30pm – 8.30pm
       Finance Bill 2007                   Dublin – 14/05/07     2
                                             6.30 – 8.30
       Anti Money Laundering – The         Dublin – 17/9/07      2
New    Risks & Exposures                   6.30pm – 8.30pm

New    Tax Planning 2007                   Dublin – 1/10/07      2
                                           6.30pm – 8.30pm
       Tomorrow Never Comes                Dublin – 8/10/07      2
 New
                                           4.30pm – 7.00pm
       Wealth Management                   Dublin – 15/11/07     2
 New
                                           6.30pm – 8.30pm
       Advice Matters                      Dublin – 19/11/07     2
 New                                       6.30pm – 8.30pm
       Investment 2007                     Dublin – 12/12/07     2
 New
                                           6.30pm – 8.30pm




                                                                     5
                             The Institute of Business Analysts and Consultants

  To enquire/book contact:       Andrew Kinsella, Administrator, 7 Forest Park, Swords, Co. Dublin.
                                 Tel/Fax: (01) 81’07685 email: secretary@inbusans.ie Web: www.inbusans.ie

                  Course/Event Name                  Venue(s) and Date(s)        Total Number of
                                                       (where available)          hours (Formal)
                                                   Information unavailable at
                                                         time of issue




        The Institute of Certified Public Accountants in Ireland (CPA) Web: www.cpaireland.ie

  To enquire/book contact:       Szymon Badura at CPA, 9 Ely Place, Dublin 2: Tel: 01-6767353

                  Course/Event Name                  Venue(s) and Date(s)        Total Number of
                                                       (where available)          hours (Formal)
        CPA Annual Conference                         Cork – 25th May’07                 1.5
                                                                     th
        General Taxation & VAT on Property           Dundalk – 10 May’07                 2
                                                      Dublin – 12th May’07
                                                     Galway – 17th May’07
                                                       Cork – 26th May’07
        Topical Tax Evenings – Corporation           Dublin – 3rd Sept 2007              1.5
New     Tax & Compliance Issues                       Cork – 3rd Sept 2007
                                                   Limerick – 3rd Sept 2007
        Topical Tax Evenings – Revenue Audit        Dublin – 10th Sept 2007              1.5
New     & Investigations                             Cork – 10th Sept 2007
                                                   Limerick – 10th Sept 2007
        Topical Tax Evenings – General VAT          Dublin – 18th Sept 2007              1.5
New                                                  Cork - 18th Sept 2007
        Update




                        The Institute of Chartered Accountants in Ireland (ICAI)

  To enquire/book contact:       Geraldine Kane at ICAI, 87-89 Pembroke Road, Dublin 4
                                 Tel: 01-6377200 e-mail: kaneg@icai.ie

                 Course/Event Name                   Venue(s) and Date(s)         Total number of
                                                       (where available)          hours (Formal)

        Buying a Company                               Dublin 30th Apr’07                 2
                                                                st
        Selling a Company                             Dublin – 1 May’07                   2
                                                                 st
        Finance Bill & Act                           Dublin – 21 May’07                   3
                                                     Dublin – 28th May’07
                                                     Dublin – 11th Jun’07
                                                     Dublin – 18th Jun’07
                                                      Dublin 25th Jun’07


        Management Buy-outs                           Dublin – 22nd Oct’07                2
                                                       Cork – 29th Mar’-7


                                                                                                            6
                     Course/Event Name                Venue(s) and Date(s)           Total number of
                                                        (where available)            hours (Formal)

            Introduction to Pension Trustee            Dublin – 24th Jan’07                 2
            Responsibilities
            Pension Planning – Beginners               Dublin – 4th Sept’07                 3
New         Pension Planning - Advanced                Dublin – 11th Sept’07                3
                                                              th              th
New         Real Estate Valuation & Finance          Dublin 25 & 26 Sept’07                 4
                                                                   rd         th
New         Finance for Non Financial Managers        Dublin – 3 & 4 Oct’07                 4




                       Association of Chartered Certified Accountants (ACCA Ireland)

      To enquire/book contact:     Niamh Sheehan at ACCA Ireland, 9 Leeson Park, Dublin 6
                                   Tel: 01-498 8900 e-mail: niamh.sheehan@ie.accaglobal.com

                    Course/Event Name                 Venue(s) and Date(s)         Total number of hours
                                                        (where available)                 (Formal)

           Property & Pensions                          Dublin – 6th Mar’07                   2
                                                       Carlow – 25th Oct’07
                                                       Athlone – 29th Nov’07
                                                       Limerick – 5th Sept’07
           Budget Briefing                             Dublin – 6th Dec’07                    2
                                                       Cork – 27th Mar’07
                                                       Galway – 6th Dec’07
           Pensions Update                              Gorey – 30th Jan’07                   2
           Taxation Update                             Dundalk – 26th Apr’07                  2
                                                        Sligo – 24th May’07
           Property & Pensions                         Limerick – 5th Sept’07                 2
           Taxation Planning for PAYE                 Waterford – 2nd May’07                  2
                                                                        th
           Investments – SAPS                           Sligo – 13 Sept’07                    2
                                                                             th
           Investment Seminar                         Limerick – 27 Feb’07                    2
                                                       Dundalk – 6th Mar’07
           Funds                                       Dublin – 15th Nov’07                   2




                                                                                                           7
                                              The Irish Taxation Institute

      To enquire/book contact:      19 Sandymount Avenue, Dublin 4.
                                    Tel: 01-6631700 e-mail: students@taxireland.ie Website: www.taxireland.ie

                   Course/Event Name                     Venue(s) and Date(s)      Total number of hours
                                                           (where available)              (Formal)

          Finance Bill & Act 2007                        Carrickmacross - TBC                 3
                                                                 Sligo -
                                                                Galway
                                                                Athlone
                                                               Waterford
                                                                  Cork
                                                                Killarney
                                                                Limerick
                                                                 Dublin
          Property Tax Conference                         Cork – 30th May’07                  3
                                                          Dublin – 31st May’07
          Buying & Selling a Business – key               Dublin – 7th Jun’07                 3
          considerations
          Tax Planning for High-Net-Worth                 Dublin – 12th Jun’07                3
          Individuals                                    Limerick – 13th Jun’07
                                                          Dublin – 20th Nov’07
New
                                                          Cork – 22nd Nov’07
          Conference on InternationalTax Policy          Dublin – 25th Sept ‘07               4
          and Developments
          Breakfast Briefings – Up to the minute          Dublin - 11th Sept’07               1
New       Tax & Legal Briefings                           Dublin – 9th Oct ’07
                                                          Galway 10th Oct ‘07
New                                                       Dublin – 6th Nov’07
                                                           Cork – 7th Nov’07
          Overseas Investments Seminar                    Dublin – 2nd Oct’07                 2
                                                                     th
          Induction Course for Trainee Tax                Dublin – 4 Oct’07                   2
New       Advisers

New       Estates, Trusts & Passing on Wealth             Dublin – 11th Oct’07                3
          Seminar
          Pension – Taxation & Financial Planning         Dublin – 16th Oct’07                3
New       Seminar                                          Cork – 17th Oct’07
          Employment Tax & PRSI Seminar                    Cork – 27th Nov’07                 3
New                                                       Dublin – 28th Nov’07




                                                                                                                8
                                           The Insurance Institute of Ireland

      To enquire/book contact:        Fiona Murray at The Insurance Institute of Ireland
                                      39 Molesworth Street, Dublin 2
                                      Tel: 01-6772582 e-mail: fmurray@insurance-institute.ie

                      Course/Event Name                   Venue(s) and Date(s)        Total number of hours
                                                            (where available)                (Formal)

             – The role of the Financial Services         Cork – 22nd May 2007                   1
             Ombudsman                                    Dublin – 7th June 2007
                                                         Galway – 26th Sept 2007
                                                          Sligo – 11th July 2007
             - Markets in Financial Instruments           Dublin - 2nd July 2007                 1
             Directive (MiFID)
             - Money Laundering Directive Update         Dublin 31st October 2007                1
                                                                 th
             Pension Do’s and Don’t’s                   Dublin -9 November 2007                  4
                                                                      nd
             Regulatory Inspections: Compliance           Dublin - 22 May 2007                   1
             Requirements                                 Galway – 26th Sept’07
             Data Protection Update                         Galway – 26.9.07                     2


      Contact details for local Institute Presidents:

            Cork incorporating South Eastern centre – Tom Nolan, - Tel: 086 8533779 or email
         tom_nolan@eircom.net

            Galway – John Forde – Tel: 086 2602953

            Dublin – Paula Hodson ACII, Grad MMII, H.Dip RM – Ph: 01 6095635 or email
             phodson@stpaultravelers.com

            Sligo – Mairead Mullins ACII Ph: 071 9142082 or email mairead.mullins@allianz.ie

            Limerick – Pat Foley ACII, Tel: 061 221611 or email pat.foley@hibernian.ie


                                      Irish Association of Pension Funds (IAPF)

      To enquire/book contact:        Diane Mulrennan at IAPF, Suite 2, Slane House, 25 Lr. Mount St., D.2.
                                      Tel: 01-6612427 Web: www.IAPF.ie

                      Course/Event Name                   Venue(s) and Date(s)        Total number of hours
                                                            (where available)                (Formal)

             Trustee Essentials                            Dublin – 8th Feb’07                   4
                                                           Dublin – 13th Feb’07
                                                           Dublin – 13th Mar’07
                                                           Dublin - 17th Apr’07
New                                                        Dublin – 3rd May’07
                                                           Dublin – 5th Sept’07


                                                                                                              9
                   Course/Event Name                 Venue(s) and Date(s)              Total number of hours
                                                       (where available)                      (Formal)
                                                      Dublin – 10th Oct’07
                                                      Dublin – 14th Nov’07

New      IAPF Investment Seminar                      Dubiln – 11th Sept’07                     1
         Defined Contribution Schemes                  Cork – 28th Feb’07                       1
                                                                    th
         Trustee Investments                          Dublin - 29 Mar’07                        4
                                                      Dublin – 17th May’07
         Joint Benefits & Investment Seminar           Dublin – 3rd May’07                      1.5
                                                                    th
New      Trustee Forum                                Dublin – 27 Nov’07                        1
                                                                    nd
New      Annual Conference                             Dublin – 2        Oct’07                 1



                                          The Irish Management Institute

  To enquire/book contact:      Carmel Skelly
                                Irish Management Institute, Sandyford Road, Dublin 16
                                Tel: 1800 223388

                   Course/Event Name                 Venue(s) and Date(s)              Total number of hours
                                                       (where available)                      (Formal)

         Finance for the Non-Financial Manager       Jan, Mar, May, June 07                     4




                                                       LIA

  To enquire/book contact:      LIA, 183 Kimmage Road West, Dublin 12
                                Tel: 01-4563890 e-mail: details@lia.ie website: www.lia.ie

                   Course/Event Name                     Venue(s) and Date(s)            Total number of hours
                                                           (where available)                    (Formal)

      Tax & pensions Roadshow                           Mullingar – 7th February                      2
                                                                  ‘07
      Wealth Management – Investment Outlook           Mullingar – 28th March ‘07                     2
      Mortgages                                          Mullingar – 9th May ‘07                      2
                                                                                  th
      Property Roadshow                                      Mullingar – 19                           2
                                                             September ‘07
      Gearing Pensions                                 Mullingar – 3rd October ‘07                    2
      SSAPs/ Unit Trusts
      Seminar - Budget Update                           Mullingar - 7th December                      1
      Business Planning for 2008                                   ‘07

      Tax and Pensions Roadshow                         Cork – 13th February ‘07                      2
                                                                         th
      Investment and Portfolio Planning                   Cork – 24 March ‘07                         2
                                                                         th
      Compliance                                             Cork 12 May ‘07
                                                                                                      2


                                                                                                                 10
             Course/Event Name              Venue(s) and Date(s)       Total number of hours
                                              (where available)               (Formal)

Property Roadshow                         Cork – 11th September ‘07             2
                                                     th
Separation, Legal Issues                   Cork - 24 October ‘07                2
Social Welfare Update                     Cork - 28th November ‘07              1.5
                                                          th
Tax and Pension Roadshow                  Waterford -13 February
                                                    ‘07                         2
Transfer of Business Assets               Waterford - 13th March ‘07            2
Factfinding
AVC Top Ups                               Waterford – 22nd May ‘07              2
Social Welfare Update
Property Roadshow                              Waterford – 11th                 2
                                               September ‘07
Lending Criteria                           Waterford – 9th October              2
                                                     ‘07
Regulatory Update                         Waterford – 6th November              2
Continuing Saving Habit                              ‘07

Tax and Pensions Roadshow                  Dundalk – 19th February
                                                     ‘07                        2
Investment Market Overview                Dundalk – 20th March ‘07              2


Property Roadshow                         Dundalk – 18th September              2
                                                     ‘07
Underwriting Insight - Factfinding         Dundalk – 16th October               2
                                                    ‘07
Running a Practical, Compliant Practice   Dundalk – 20th November               2
                                                    ‘07
Tax and Pensions Roadshow                    Letterkenny – 22nd                 2
                                                February ‘07
Compliance                                 Letterkenny – 12th April             2
                                                     ‘07
Sales Training – Technical Update         Letterkenny – 24th May ‘07            1
                                                                 th
Property Roadshow                             Letterkenny – 20
                                               September ‘07                    2
Budget Update                                 Letterkenny – 18th                2
Social Welfare Update                            October ‘07

Tax and Pensions Roadshow                 Dublin – 12th February ‘07            2


Financial Regulation Update                 Dublin – 23rd April ‘07             2
Pensions Update
The Health Insurance Market
Property                                   Dublin – 10th September              2
                                                     ‘07
Pensions                                   Dublin – 8th October ‘07             2

                                                                                               11
                 Course/Event Name                     Venue(s) and Date(s)           Total number of hours
                                                         (where available)                   (Formal)

    Tax Revenue, Budget & ARF Distribution in      Dublin – 10th December                      2
    New Regime                                               ‘07
    Tax and Pensions Roadshow                      Limerick – 14th February                    2
                                                              ‘07
    Economics and Markets                          Limerick – 12th March ‘07                   2
                                                                     th
    Social Welfare Update and Tax                  Limerick – 14 May ‘07                       2
                                                                          th
    Business Transition                                 Limerick – 11 June                     2
    Property Roadshow                              Limerick – 12th Sept ‘ 07                   2
                                                                th
    Compliance                                     Limerick – 5 November                       2
                                                              ‘07
    Tax and Pensions Roadshow                      Galway – 14th February                      2
                                                            ‘07
    Economics and Market                           Galway – 12th March ‘07                     2
                                                                    nd
    Business Transition                                Galway – 2         April ‘07            2
                                                                     th
    Social Welfare Update – Tax                        Galway – 14 May ‘07                     2
    Property Roadshow                             Galway – 12th September                      2
                                                            ‘07
    Compliance                                     Galway – 5th November                       2
                                                            ‘07


Contact Details for LIA Regional Committee Chairpersons:

   Cork – Richard Riordan - Tel. 021 4907400–
    e-mail. richard.riordan@marsh.com

   Dublin – John Harkin – Tel. 086 2535438
    e-mail. John.harkin@newireland.ie

   Northwest – Billy Johnston – Tel. 087 236 2578 -
    e-mail. billyjohnston@eircom.net

   Limerick – Orla Mulcahy- Tel. 061 414180
    e-mail. omulcahy@mdmfs.com

   South-East – Kathleen Power – Tel. 087 2465312
    e-mail. kpfinancial@eircom.net

   Midlands – Johanna Giles–
    email: johanna.giles@newireland.ie


   West of Ireland – Fergal Cormican – Tel. 087 7999878
    e-mail. Fergal_cormican@standardlife.ie

   North-East – Neil McGuinness – Tel: 086 3820409
    e-mail. neil.mcguinness@newireland.ie



                                                                                                              12
                                                    LIMRA

To enquire/book contact:       Dorothy Hayes, LIMRA,
                               St. Martins House, 31-35 Clarendon Road, Watford, Herts, WD17 1JA, UK.
                               Tel: 0044 (0) 1923 810 e-mail: dorothy.hayes@limraeurope.com

            Course/Event Name                 Venue(s) and Date(s)             Total number of hours
                                                                                      (Formal)
       Life Insurance Conference          Atlanta,Georgia – 16th Apr’07                  4




                                         Million Dollar Round Table

Contact: Tadhg McCarthy, MDRT Irish Chair Tel. 021-4272580

Annual MDRT Meeting – Open to MDRT members only

General attendance at this event won’t count, as many of the main platform sessions are motivational or sales
orientated. However specialist sessions directly relevant to giving financial advice will count (provided proof of
attendance can be furnished if you are the subject of a spot-check – avail of US CPD form ‘stamping’ if
possible). Attendees may claim 1 hour for each specialist seminar attended up to a maximum of 3 hours
in total.




                          Professional Insurance Brokers Association (PIBA)

To enquire/book contact: Ciara Minnock, Research & Administration Assistant, PIBA, 32 Greenmount Office
Park, Harold’s Cross, Dublin 6W
                           Tel: 01-4922202 e-mail: ciara.minnock@piba.ie

                Course/Event Name                    Venue(s) and Date(s)         Total number of hours
                                                       (where available)                 (Formal)

                                                  Information unavailable at
                                                  time of issue




                                                                                                               13
                                  Further Education Courses
                   (incorporating examinations and leading to additional qualifications)

Note

   In all cases, CPD hours will only be awarded on successful completion of either the subject or the entire
    course (as specified).
   Neither participation in a course nor study alone will earn CPD credit.
   Attempting and failing an exam will not earn CPD credit.
   Hours awarded for examinations taken (and passed) during 2007 must be included for the year 2007, and
    may not be ‘carried’ into 2008 (even where results for examinations taken in late 2007 will not be issued
    until January 2008 – in such cases there will still be time to include relevant hours on 2007 Annual Return
    Form which will not be due for return until end January 2008).



                                         Dublin Business School

To enquire/book contact       Dublin Business School
                              13/14 Aungier St. Dublin 2.
                              Tel: 4177500 : email: admissions@dbs.edu


                             Course/Event Name                         Total Number of hours
                                                                              (Formal)
                      Diploma in Stockbroking Investment                 4 hours on successful
                                                                        completion of project &
                                                                                 exam




                          The Institute of Accounting Technicians in Ireland.

To enquire/book contact       Institute of Accounting Technicians in Ireland.
                              87/89 Pembroke Road, Ballsbridge, Dublin 4.
                              Tel: 01-6377363: email: info@iati.ie


                          Course/Event Name                         Total Number of hours
                                                                           (Formal)
          Taxation Module 1 Rep of Ireland                                      0
          Taxation Module II Rep of Ireland                      2 hours on successful
                                                                 completion of Parts I & II




                                                                                                            14
                                   The Institute of Bankers in Ireland

QFA Dept., 1 North Wall Quay, Dublin 1.
Tel: 01-6116500 Fax: 6116565 e-mail: qfa@bankers.ie


Certificate Subject

          Course/Event Name                                   Total Number of hours
                                                              (Formal)
          Consumer Credit                                                4

          Pensions                                                       4

          International Cash Management
                                                                         2



Specialist Certificate Subjects

                            Course/Event Name                     Total Number of hours
                                                                         (Formal)
             Mortgage Practice 1                                             4
             Mortgage Practice 2                                             4
             Mortgage Advice                                                 4
             Legal & Regulatory Aspects of Investment Funds                  4
             Fund Accounting & Valuation                                     4
             Asset Finance & Leasing 1                                       4
             Asset Finance & Leasing 2                                       4
             Credit & Lending 1                                              4
             Credit & Lending 2                                              4
             Bridge Credit & Lending                                         4
             Business Banking 1                                              4
             Business Banking 2                                              4
             PDC 1                                                           4
             PDC 2                                                           4
             PDC 3                                                           4
             PDC 4                                                           4
             Financial Services Environment                                  4
             Treasury Operations 2                                           1




                                                                                          15
Specialist Diploma Subjects

                           Course/Event Name                   Total Number of hours
                                                                      (Formal)
            Pensions                                                    4
            Wealth Management 1                                         4
            Wealth Management 2 / Managing your Assets                  4
            International Fund Services 1                               4
            International Fund Services 2                               4
            Corporate Banking 1                                         4
            Corporate Banking 2                                         2


Financial Services Diploma Subjects

                           Course/Event Name                   Total Number of hours
                                                                      (Formal)
            Quantitative Methods and Financial Maths                    4
            Economics (Macro)                                           4
            Economics (Micro)                                           4
            Introduction to Financial Accounting Information            4
            Company Financial Statements                                2
            Financial Statements Analysis                               2

BFS Subjects

                           Course/Event Name                   Total Number of hours
                                                                      (Formal)
            Finance                                                     4
            Investment                                                  4
            Lending Assessment and Management                           4
            Treasury and Risk Management                                4

MBA Subjects

                           Course/Event Name                   Total Number of hours
                                                                      (Formal)
            Financial Management                                        4
            Corporate Finance                                           4
            Treasury, Foreign Exchange, Trade Finance                   4
            International Capital Markets                               4
            Bank Financial Management                                   4
            Managerial Economics                                        4


                                                                                       16
                       The Institute of Professional Auctioneers and Valuers


129 Lower Baggot Street, Dublin 2
Tel: 01-6785685      e-mail: info@ipav.ie

                             Course/Event Name                       Number of hours (Formal)
             Regulatory Environment (subject in Certificate in       4 on successful completion
             Auctioneering & Estate Agency



                                    The Institute of Taxation in Ireland

19 Sandymount Avenue, Dublin 4.
Tel: 01-6631700    e-mail: students@taxireland.ie             Website: www.taxireland.ie

                             Course/Event Name                       Number of hours (Formal)
             AITI – Part 1                                           4 on successful completion
             AITI – Part 2                                           4 on successful completion
             AITI – Part 3                                           4 on successful completion
             Fellowship Thesis                                       4 on successful completion



                                    The Insurance Institute of Ireland

Insurance House, 39 Molesworth Street, Dublin 2
Tel: 01-6772582      e-mail: iii@iol.ie               website: www.insurance-institute.ie


                             Course/Event Name                          Total Number of hours
                                                                               (Formal)
              Certified Insurance Practitioner (CIP) and Advanced Diploma (ACII) – qualifying
             subjects (listed below) will earn the formal hours indicated on successful completion
                                                  of the subject
             IP06 - Irish Insurance Law & Practice                                4
             IP05 - Insurance Law (with reference to Irish law and                4
             practice)
             REG - Regulation and Compliance                                      4
             IP11 - An Introduction to Personal General                           4
             Insurances
             IP15 - An Introduction to Private Medical Insurance                  4
             791 - Transacting Private Medical Insurance                          4
             Business (with reference to Irish law and practice)
             561 - Life assurance practice and administration                     4
             (with reference to Irish law and practice)
             735 – Life assurance                                                 4
             LA1 – An Introduction to Life Administration                         4
             Fellowship (FCII)                                                    8

                                                                                                     17
                        The Irish Institute of Pensions Managers (IIPM / PMI)

Insurance House, 39 Molesworth Street, Dublin 2
Tel: 01-6620320

Associateship Subjects

                             Course/Event Name                       Number of hours (Formal)
             Introduction to Retirement Provision                                 4
             Taxation                                                             4
             Pension Arrangements                                                 4
             Financing & Investment                                               4
             Total Remuneration                                                   4
             Communication                                                        4

                                         The Irish Payroll Association

IPASS House, H4 Centrepoint Business Centre, Oak Road, Dublin 12.
Tel: 01-4089100 www.ipass.ie

                             Course/Event Name                       Number of hours (Formal)
             Certified Payroll Technician Course – Stage 1                        2
             Certified Payroll Technician Course – Stage 2                        2




                                          The Irish Stock Exchange

28 Anglesea Street, Dublin 2
Tel: 01-6174200 – Audrey McGuckian              e-mail: audrey.mcguckian@ise.ie

                             Course/Event Name                       Number of hours (Formal)
              Registered Representative Course                           4 x 2 modules = 8



                                                       LIA
183 Kimmage Road West, Dublin 2
Tel: 01-4563890 e-mail: details@lia.ie      website: www.lia.ie

                             Course/Event Name                        Total Number of hours
                                                                             (Formal)
             Pensions Foundation Course                                           4
             Pensions Diploma Course
                    - Retirement Provision module                                 4
                    - Retirement Planning Advice module                           4
             Certificate in Mortgage Practice

                                                                                                18
                           Course/Event Name                      Total Number of hours
                                                                         (Formal)
                   - Mortgage Advice                                        4
            Fellowship Diploma Course
                       - Retirement Provision                               4
                       - Retirement Planning Advice                         4
                       - Investment Advice                                  4
                       - Mortgage Advice                                    4
            Joint Financial Services Diploma
                        - Foundation Certificate in Compliance              4
                        - Diploma in Compliance                             4
                        - Micro Economics                                   4
                        - Macro Economics                                   4
                        - Financial Information                             4
            Batchelor of Financial Services
                       - Finance                                            4
                       - Investment                                         4
                       - Regulation of Insurance                            4
                       - Financial Management of Life                       4
                            Assurance Companies                             4
                       - Retirement Funding                                 4
            Foundation Certificate & Professional Diploma in
            Compliance
                      - PDC 1                                               4
                      - PDC 2                                               4
                      - PDC 3                                               4
                      - PDC 4                                               4




                           The Society of Investment Analysts in Ireland

3 Earlsfort Terrace, Dublin 2
Tel: 01-6764164 (Monica Shanley)       website: www.siai.ie

Certificate in Investment Management subjects

                           Course/Event Name                     Number of hours (Formal)
            Accounting and Taxation                                         2
            Securities, Markets and Portfolio Management                    2
            Investment Industry – Regulation and Structure                  2




                                                                                            19
                               Association of Compliance Officers in Ireland.

1 North Wall Quay, Dublin 1.
Tel: 01-6116580                          website: www.acoi.ie

Foundation Certificate and Professional Diploma in Compliance

                               Course/Event Name                 Number of hours (Formal)
                                   PDC 1,2,3,4                     4 Hours on successful
                                                                 completion of each module
                                                 - Ends -                                       September 2007
                                                                   Events\Approved Activity Lists\September 2007.doc




                                                                                                                20
                                          THE QFA BOARD
                   183 Kimmage Road West, Dublin 12. Tel: 01-4553018 Fax: 01-4554530
                             email: cpd@qfaboard.ie Web: www.qfaboard.ie

                                         Formal CPD Request


            From August 1st 2006 this form must be completed for every formal CPD request

   Complete and return by e-mail to cpd@qfaboard.ie (Alternatively by post or fax as indicated above)
   We will give the activity due consideration and revert to you as soon as possible
   CPD requests will be dealt with in the order that they are received


Please complete all 14 sections (indicating ‘n/a’ if a section does not apply):


1. Broad description of activity (e.g. seminar, course, training programme etc.):




2. Company or Body running the activity:




3. Subject Matter (general):




4. Title of proposed event/training programme:




5. Specific topics to be covered during event/training:

       1)

       2)

       3)

       4)

       5)




6. Presenter(s)/Tutor(s):




7. Venue(s):



                                                                                                         21
                                            THE QFA BOARD
                    183 Kimmage Road West, Dublin 12. Tel: 01-4553018 Fax: 01-4554530
                              email: cpd@qfaboard.ie Web: www.qfaboard.ie

8. Day(s) / Date(s):




9. Times:

        Event start time (excluding breakfast if applicable):
        Coffee break (from/to):
        Lunch break (from/to):
        Afternoon break (from/to):
        Event end time:

        Duration of event/training (presentations and Q & A only)


10. Any other relevant information or comments:




11. Disclaimer (please read and sign where indicated):

I understand and accept that any CPD credit awarded for the above event/training programme will be based on the
information I have submitted in relation to the duration of the presentation(s) and its/their content. Should either of
these criteria change at any stage (e.g. presentations are shortened, content is altered, refreshment breaks
incorporated), I will advise the QFA Board and re-apply for CPD credit. I also understand and accept that the QFA
Board will not stand over CPD hours awarded, where such changes have occurred after the award was given, and
that they reserve the right to refuse CPD claims made by individuals attending an event that has been subject to such
changes.

Your name (please print):


12. Your E-Mail (please print):




13. Daytime Ph. No:




14. Date of enquiry:


       ***********************************************************************************************************




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