MiFID II - Investment Advisory Services (EN)

Formation inter-entreprise

Durée

 8,00 heure(s)

Langue(s) de prestation

EN

Prochaine session

 23.11.2026
Lieu
 Luxembourg

Prix

220,00€

Qui organise cette formation ?

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.

À qui s'adresse la formation?

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.

Objectifs

This module is part of the MiFID II Certification.

Contenu

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

Prochaine session

Date
Ville
Language & prix
23.11.2026
Luxembourg
EN 220,00€

Informations supplémentaires

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.

Ces formations pourraient vous intéresser