SKIP TO CONTENT
The portal for lifelong-learning
LU
DE
EN
FR
PT
You are here: Home > Training courses > House of Training

MiFID II - Investment Advisory Services (EN)

8 hour(s)

Objectives

This module is part of the MiFID II Certification.

Content

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

Target group

Who is the course aimed at?

The persons concerned by the Training Programme are all persons placed under the authority of 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.

Additional information

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.

Contact the training provider
Share this content

 



Responsibility for the content of this training description lies solely with its author, the training provider House of Training.

Print Expand/Collapse all Send to a friend
Contact the training provider
Characteristics
Organisation Formation inter-entreprise
Languages
Partnership

In collaboration with: ABBL - Association des Banques et Banquiers, Luxembourg

Next sessions
From/To Location Price
03/05/23
  The address will be provided l...   220.00 €
See details
19/12/23
  The address will be provided l...   220.00 €
See details
Use of cookies

lifelong-learning.lu uses cookies to offer you a quality user experience, measure audiences, optimise functions on social media, and offer you personalised content.

By continuing to browse this website, you accept the use of cookies subject to the conditions provided for in our policy on the subject. Find out more.

Essential cookies
These cookies make it possible to use the main functions of our website (including access to your personal space). Normal use of our website is not possible unless these cookies are enabled.
Statistics
These cookies make it possible to compile statistics on visits to our website. Disabling them stops us monitoring and improving the quality of the services we provide.
Targeted advertising
These cookies make it possible to provide you with information via the Internet and the social media, with offers of training that match your needs.

Read our policy on the use of cookies.

Accept all Manage your cookie settings
Veuillez patienter...