MiFID II - Investment Advisory Services (FR)

Betribsiwwergräifend Formatioun

U wie riicht sech d'Formatioun?

The persons concerned by the Training Programme are all persons placed under the authorityof a professional (or acting on his behalf) subject to prudential supervision by the CSSF, i.e.individuals providing investment advice (“Advisory profile”) on financial instruments, investment services or ancillary services to clients.

Dauer

8,00 Stonn(en)

Sprooch(e) vun der Déngschtleeschtung

FR

Nächst Sessioun

10.10.2024
Plaz
L'adresse sera fournie ultérieurement

Präis

220,00€

Ziler

This module is part of the MiFID II Certification.

Inhalt

This course is designed for professionals that provide advisory service within the meaning of MiFID II. It focuses on the customer advisory function and the related obligations and requirements.

The contents of this module are the following:

  • Costs and fees of the advisory services provided to the client
  • Application of MiFID II guidelines in product/client profiles
  • Understanding the client’s needs and risk appetite
  • Basic principles of portfolio management
  • Measuring performance
  • Investment styles and strategies; alternative investments
  • Consequences of diversification

Nächst Sessioun

Datum
Stad
Sprooch & Präis
10.10.2024
L'adresse sera fournie ultérieurement
FR 220,00€

Zousätzlech Informatiounen

Experienced professional specialists selected on the basis of their in-depth knowledge of markets and financial products under MiFID rules I and II, and ESMA criteria.

Course material: English

Assessment and Certification: English or French

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