MiFID II - Investment Advisory Services (EN)

Inter-company training

Who is the training for?

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.

Duration

8,00 hours(s)

Language(s) of service

EN

Next session

19.12.2023
See details
Location
The address will be provided later

Price

220,00€

Goals

This module is part of the MiFID II Certification.

Contents

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

Next session

Datum
City
Language and price
19.12.2023
The address will be provided later
EN 220,00€
See details

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.

Organization contact details

House of Training

These courses might interest you