MiFID II e-learning suite for Information Givers and Investment Advisors

How long does the training course last?

68,00 hours(s)

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

When will the next session take place?

Who is organising this training course?

PwC Academy leverages PwC’s expertise to deliver world-class learning experiences to organizations across all industries and regions. Our objective is to help professionals develop their knowledge, skills, competencies, and expertise, enabling them to support and drive the growth of their organizations.

Who is the training course aimed at?

Professionals providing investment advice ("investment advisors")
Professionals providing information about investment products, investment services or ancillary services ("information givers")

What are the aims or the skills being targeted?

PwC Academy proposes a comprehensive and innovative e-learning suite for professionals seeking an efficient and flexible way to support their MiFID learning initiatives in the context of the CSSF circular 17/665 knowledge and competence requirements.

What does the training course cover?

Our training curriculum is highly flexible in terms of delivery and is structured around 5 fundamental thematic pillars:

Pillar 1: financial culture including ESG and sustainable finance
Pillar 2: assets, investment vehicles and products
Pillar 3: tax, compliance and regulation
Pillar 4: (for professionals providing investment advice or information about investment products, investment services or ancillary services): portfolio management
Pillar 5: financial performance

Depending on the professional population considered, each thematic pillar comprises a set of digital tutorials related to the knowledge and competence criteria. Each thematic pillar kicks off with a skill gap assessment enabling the definition of a personalised learning journey given the learner’s results.

The e-learning suite can be complemented by live classroom/webinar sessions on selected topics under the blended learning approach.