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

Combien de temps dure la formation ?

68,00 heure(s)

Dans quelle(s) langue(s) la formation est-elle donnée ?

Quand a lieu la prochaine session ?

Qui organise cette formation ?

PwC Academy fait levier sur l'expertise de PwC pour offrir aux organisations de tous secteurs et régions des expériences pédagogiques de premier ordre. Notre objectif est d'aider à développer les connaissances, les aptitudes, les compétences et l'expertise des professionnels pour accompagner leurs organisations dans leur développement.

À qui s’adresse la formation ?

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

Quels sont les objectifs poursuivis ou les compétences visées ?

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.

Quel est le contenu de la formation ?

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.