MiFID II - Investment Advisory Services (FR)

In collaboration with
  • Icon 02.12.2021
  • Icon 8 h
  • icon Formation à distance
  • icon Cours du jour
  • Icon French / Français
  • Icon BQ139CJ
200,00 EUR


(+3% TVA)

   Cette formation est proposée sous forme de formation à distance. En savoir plus


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


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.


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.


Session delivery: French

Course material: English

Assessment and Certification: English or French


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jeu. 02.12.2021 à 08h30

icon 4H

MiFID II: Investment Advisory Services

  • icon Classe virtuelle
    À distance

ven. 03.12.2021 à 08h30

icon 4H

MiFID II: Investment Advisory Services

  • icon Classe virtuelle
    À distance

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