MiFID II - Investment Advisory Services (EN) (virtual classroom)

En collaboration avec
  • Icon 30.10.2020
  • Icon 8 h + 1 h d'examen
  • icon Formation à distance
  • Icon English
  • Icon BQ138CJ
240,00 EUR

*

(+3% TVA)
*Prix d'inscription de base, variable selon options choisies.

Virtual classroom


In response to the current situation related to the coronavirus COVID-19, the House of Training is delighted to announce that this training is now accessible as a virtual class.


This format, perfectly adapted to any staff member aiming to develop their skills remotely, has various benefits:

  • It allows you to train yourself while avoiding any physical movement

  • Maximum efficiency is guaranteed due to an adaptation of session durations according to this kind of training

  • Regular interaction between the trainer and the learners is assured thanks to modern technology tools

Registration is easy!


If you wish to attend this training, please click on “S'inscrire” and choose “virtual classroom”.


In order to conveniently attend the virtual classroom, kindly review the following recommendations.

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

ven. 30.10.2020 à 08h30

icon 4H

MiFID II: Investment Advisory Services

  • icon E-Learning

lun. 02.11.2020 à 08h30

icon 4H

MiFID II: Investment Advisory Services

  • icon E-Learning
  • Durée

    icon

    3 h

  • Lieu

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    Chambre de Commerce Luxembourg

Thu 15.10.2020

08h45

Thu 03.12.2020

08h45

Tue 08.12.2020

08h45

Thu 10.12.2020

08h45

Tue 15.12.2020

08h45

Thu 17.12.2020

08h45

Tue 12.01.2021

08h45

Tue 19.01.2021

08h45

Tue 26.01.2021

08h45

Thu 28.01.2021

08h45

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