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Description
Introduction
This module focuses on debt instruments, exploring characteristics, primary bond markets, bond calculations, ratings, complex debt instruments, and associated risks. We'll cover market risk, credit risk, counterparty risk, costs, tax, reporting, and recent MiFID updates, including the ESG framework and MiFID III. Our experienced speakers will guide you through the content, providing in-depth knowledge of financial products under MiFID rules.
Programme
Based on the ISO definition for debt instruments specifying that a debt instrument is a financial instrument evidencing monies owed by the issuer to the holder on terms as specified, the content of module 3 on debt instruments focuses on:
Characteristics of Debt Instruments
Primary Bond Market
Activities in Securities Markets
Bond Calculations
Clean Prices
Dirty Prices
Yields
Ratings and Rating Agencies
Complex Debt Instruments
Convertible Bonds
Asset-Backed Securities
Structured Products
Money-Market Instruments
Risks Associated with Debt Instruments
Market Risk
Credit Risk
Counterparty Risk
Costs / Tax / Reporting
MiFID Update
MiFID Since its Inception
New ESG Framework
Relief Package
MiFID II/MiFIR Amendments
Digital Finance
After MiFID II, Comes MiFID III, Right?
Key Messages
Bibliography and References
Appendices
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”) or information (“Information 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.
Language
English
Conditions
Course Material
Please note that for environmental reasons no paper version of the training material will be provided for your training. The course material can be downloaded free of charge via your portal before the start of the course (download the Client Portal User’s Guide here). You will be able to view it on the screen of your mobile device or print it if necessary. If your registration has been made by a training manager of your company please contact him/her so that he/she can give you access to it or send it to you.
Certification
This module is part of the MiFID II Certification. For more details about this Certification, please click here.
Location
L-1615 Luxembourg
Luxembourg
Sessions and schedules
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