Training - MiFID II - Debt Instruments (EN)

How long does the training course last?

8,00 hours(s)

In which language(s) is the training course taught?

When will the next session take place?

Who is organising this training course?

Fondation créée en 2015 par la Chambre de Commerce et l’Association des Banques et Banquiers Luxembourg (ABBL), la House of Training est un organisme agréé de formation professionnelle continue qui s'engage à contribuer activement à la compétitivité et à l'attractivité du Luxembourg en développant les compétences de ceux qui font vivre son économie.

Who is the training course aimed at?

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”) or information (“Information profile”) on financial instruments, investment services or ancillary services to clients.

What are the aims or the skills being targeted?

This module focuses on debt instruments, exploring characteristics, primary bond markets, bond calculations, ratings, complex debt instruments, and associated risks. We'll cover market risk, credit risk, counterparty risk, costs, tax, reporting, and recent MiFID updates, including the ESG framework and MiFID III. Our experienced speakers will guide you through the content, providing in-depth knowledge of financial products under MiFID rules.

What does the training course cover?

Based on the ISO definition for debt instruments specifying that a debt instrument is a financial instrument evidencing monies owed by the issuer to the holder on terms as specified, the content of module 3 on debt instruments focuses on:

Characteristics of Debt Instruments
Primary Bond Market
Activities in Securities Markets
Bond Calculations
- Clean Prices
- Dirty Prices
- Yields
Ratings and Rating Agencies
Complex Debt Instruments
- Convertible Bonds
- Asset-Backed Securities
- Structured Products
- Money-Market Instruments
Risks Associated with Debt Instruments
- Market Risk
- Credit Risk
- Counterparty Risk
Costs / Tax / Reporting
MiFID Update
- MiFID Since its Inception
- New ESG Framework
- Relief Package
- MiFID II/MiFIR Amendments
- Digital Finance
- After MiFID II, Comes MiFID III, Right?
Key Messages
Bibliography and References
Appendices

What will you receive at the end of the training course?

This module is part of the MiFID II Certification. For more details about this Certification, please click here .

What other information is useful to know?

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.

English