MiFID II - Investment Advisory Services (EN)

En collaboration avec
Formation
Formation
& Examen
Examen
EN
Cours du jour
8 h
200,00 EUR

Programme


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

Certification


This module is part of the MiFID II Certification. For more details about this Certification, please click here.

Target Audience


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.

Speakers


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.

Duration


8h

Language


English

Lieu

Télécharger le planning PDF

jeu. 06.12.2018 à 08h30

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MiFID II: Investment Advisory Services

  • icon Chambre de Commerce Luxembourg

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