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

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

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.

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.

Price: contact us for a quote

• 68h (for investment advisors)
• 61.5h (for information givers)

This course has been co-designed in collaboration with Intuition Publishing Ltd.